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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
NFP
3201
Narus Financial Partners
Utah
$427K +$8.78K +9 +2%
PPWM
3202
Perissos Private Wealth Management
Oklahoma
$427K -$2.25M -2,305 -84%
SL
3203
Salomon & Ludwin
Virginia
$427K +$96.5K +99 +28%
Cohen & Steers
3204
Cohen & Steers
New York
$426K -$66.3K -68 -13%
SC
3205
Scholtz & Company
Connecticut
$426K -$115K -118 -21%
TCM
3206
TABR Capital Management
California
$425K -$9.75K -10 -2%
IAP
3207
Indie Asset Partners
Indiana
$425K -$58.5K -60 -12%
SC
3208
Saiph Capital
New Jersey
$425K
PPC
3209
Pennington Partners & Co
Maryland
$424K -$173K -177 -28%
MIC
3210
Means Investment Company
Maine
$423K -$14.6K -15 -3%
NLP
3211
Next Level Private
New York
$423K +$187K +192 +75%
SWM
3212
Seaside Wealth Management
California
$422K +$7.8K +8 +2%
NC
3213
Napatree Capital
Rhode Island
$422K +$80.9K +83 +23%
FTUS
3214
Flow Traders U.S.
New York
$421K -$277K -284 -39%
SRSA
3215
S.R. Schill & Associates
Washington
$421K +$175K +179 +67%
CCA
3216
Cottonwood Capital Advisors
Utah
$421K -$25.3K -26 -6%
NWM
3217
Nova Wealth Management
Florida
$420K +$35.1K +36 +9%
SPWM
3218
Schrum Private Wealth Management
Florida
$419K
SFS
3219
Security Financial Services
Indiana
$419K +$16.6K +17 +4%
FAN
3220
Financial Advisors Network
California
$419K -$42.9K -44 -9%
FWM
3221
Fonville Wealth Management
Virginia
$418K -$48.7K -50 -10%
PAG
3222
Paladin Advisory Group
Iowa
$418K
SCM
3223
Stordahl Capital Management
Colorado
$418K +$6.83K +7 +2%
SSWM
3224
Smith Salley Wealth Management
North Carolina
$417K -$64.3K -66 -13%
NLWP
3225
Next Level Wealth Planning
Idaho
$417K -$4.88K -5 -1%

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.