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Costco

3,944 hedge funds and large institutions have $288B invested in Costco in 2025 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,603 increasing their positions, 1,680 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 122

6% more funds holding in top 10

Funds holding in top 10: 336357 (+21)

1% more capital invested

Capital invested by funds: $286B → $288B (+$2.63B)

0% more funds holding

Funds holding: 3,9313,944 (+13)

0% more ownership

Funds ownership: 68.75%68.75% (+0%)

5% less repeat investments, than reductions

Existing positions increased: 1,603 | Existing positions reduced: 1,680

25% less call options, than puts

Call options by funds: $7.27B | Put options by funds: $9.66B

Holders
3,944
Holders Change
+13
Holders Change %
+0.33%
% of All Funds
52.88%
Holding in Top 10
357
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+6.25%
% of All Funds
4.79%
New
202
Increased
1,603
Reduced
1,680
Closed
122
Calls
$7.27B
Puts
$9.66B
Net Calls
-$2.39B
Net Calls Change
+$776M
Name Holding Trade Value Shares
Change
Change in
Stake
PT
3151
Plimoth Trust
Massachusetts
$462K -$139K -143 -23%
RC
3152
Rovin Capital
Arizona
$461K +$126K +129 +36%
CFS
3153
CGC Financial Services
Oregon
$461K +$97.5K +100 +26%
AWM
3154
Ariadne Wealth Management
California
$460K +$26.3K +27 +6%
FPWM
3155
Five Pine Wealth Management
Idaho
$459K -$7.8K -8 -2%
EGA
3156
E&G Advisors
Texas
$459K +$97.5K +100 +26%
NWM
3157
Northwest Wealth Management
Iowa
$457K +$975 +1 +0.2%
ACM
3158
Aspen Capital Management
Idaho
$456K +$470K +482 New
TPWA
3159
Twin Peaks Wealth Advisors
California
$455K +$3.9K +4 +0.9%
SC
3160
Summa Corp
Texas
$455K -$48.7K -50 -9%
HNW
3161
High Note Wealth
Minnesota
$453K
TFG
3162
Team Financial Group
California
$453K +$129K +132 +38%
PWP
3163
Precedent Wealth Partners
Texas
$452K +$42.9K +44 +10%
FMP
3164
Financial Management Professionals
Texas
$451K -$13.7K -14 -3%
TA
3165
Townsend & Associates
Colorado
$450K +$6.83K +7 +2%
WW
3166
Westshore Wealth
California
$449K +$16.6K +17 +4%
CCM
3167
Coerente Capital Management
Ontario, Canada
$449K -$48.7K -50 -10%
CKAIS
3168
Christensen King & Associates Investment Services
Washington
$447K -$62.4K -64 -12%
SWM
3169
Sagace Wealth Management
Florida
$447K -$5.85K -6 -1%
GA
3170
GSG Advisors
New Jersey
$446K +$12.7K +13 +3%
SHJ
3171
Sharkey, Howes & Javer
Colorado
$446K +$975 +1 +0.2%
JTWM
3172
Jackson Thornton Wealth Management
Alabama
$446K +$131K +134 +43%
PC
3173
Port Capital
Illinois
$445K -$54.6K -56 -11%
BCM
3174
Bourgeon Capital Management
Connecticut
$445K -$4.88K -5 -1%
ACC
3175
Acorn Creek Capital
Colorado
$444K +$2.92K +3 +0.6%

COST Hedge Fund Activity: Q1 2025 in Review

3,944 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q1 2025, worth a combined $288B — up 0.92% from $286B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new COST positions and 122 closed out — a net gain of 80 holders — while 1,603 added to existing stakes and 1,680 trimmed.

The largest buyer was Vanguard Group, adding an estimated $432M. The largest seller was California Public Employees Retirement System, cutting an estimated $454M.

  • 3,944 institutional investors held Costco (COST) as of Q1 2025, up from 3,931 in Q4 2024.
  • Funds reported $288B of Costco stock for Q1 2025, up 0.92% quarter-over-quarter.
  • 202 funds opened new Costco positions in Q1 2025 and 122 closed out, a net change of +80 holders.
  • The largest Costco buyer in Q1 2025 was Vanguard Group, an estimated $432M added.
  • The largest Costco seller in Q1 2025 was California Public Employees Retirement System, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2025.