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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
APW
3176
Austin Private Wealth
Texas
$443K +$17.5K +18 +4%
AIA
3177
Armor Investment Advisors
North Carolina
$443K -$17.5K -18 -4%
JBA
3178
Johnson Bixby & Associates
Washington
$440K
HB
3179
Horizon Bancorp
Indiana
$438K -$149K -153 -25%
MWA
3180
Motive Wealth Advisors
Michigan
$438K -$2.92K -3 -0.6%
OFW
3181
Omnia Family Wealth
Florida
$438K +$126K +129 +39%
CCM
3182
Chiron Capital Management
Florida
$438K +$451K +463 New
CC
3183
Cornerstone Capital
California
$437K +$29.2K +30 +7%
OF
3184
Optimize Financial
California
$436K -$72.1K -74 -14%
AWAP
3185
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$436K +$9.75K +10 +2%
1WM
3186
1900 Wealth Management
Texas
$434K -$88.7K -91 -17%
VAG
3187
VisionPoint Advisory Group
Texas
$434K +$136K +140 +44%
FCMT
3188
Founders Capital Management (Texas)
Texas
$433K -$7.8K -8 -2%
SPWG
3189
Syntegra Private Wealth Group
Missouri
$433K +$6.83K +7 +2%
CCM
3190
Cloud Capital Management
Washington
$433K +$448K +459 New
FAM
3191
Flaharty Asset Management
Florida
$431K -$19.5K -20 -4%
MWM
3192
Meritas Wealth Management
California
$431K
B
3193
Birchbrook
Maine
$431K +$10.7K +11 +2%
HCWM
3194
Hidden Cove Wealth Management
Washington
$431K +$51.7K +53 +13%
VFG
3195
Victory Financial Group
Texas
$430K +$37K +38 +9%
FWA
3196
Flagship Wealth Advisors
Massachusetts
$430K -$50.7K -52 -10%
GA
3197
Gordian Advisors
Arizona
$429K
DW30
3198
Drucker Wealth 3.0
New Jersey
$428K +$100K +103 +29%
SL
3199
Summitry LLC
California
$428K +$162K +166 +58%
SPA
3200
Sherbrooke Park Advisers
New York
$427K +$441K +452 New

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.