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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
PWP
301
Perfromance Wealth Partners
Illinois
$66.5M +$1.49M +1,531 +2%
ACM
302
Aquatic Capital Management
Illinois
$66.5M +$68.6M +70,343 New
SFA
303
Sequoia Financial Advisors
Ohio
$66.3M +$1.06M +1,092 +2%
BEI
304
Benjamin Edwards Inc
Missouri
$66.3M -$2.69M -2,763 -4%
UIM
305
USS Investment Management
United Kingdom
$66.2M -$12.6M -12,900 -16%
WCM
306
Windward Capital Management
California
$66M -$2.06M -2,117 -3%
P
307
&Partners
Tennessee
$65.2M +$9.39M +9,626 +16%
HCM
308
Hollencrest Capital Management
California
$64.9M -$4.11M -4,218 -6%
CTA
309
Chesley Taft & Associates
Illinois
$64.8M -$939K -963 -1%
NLGIA
310
Nippon Life Global Investors Americas
New York
$64.7M -$3.38M -3,470 -5%
CICI
311
Capital Investment Counsel Inc
North Carolina
$64.6M +$5.08M +5,213 +8%
Lido Advisors
312
Lido Advisors
California
$64.1M +$24.7M +25,364 +60%
IMPI
313
Ilmarinen Mutual Pension Insurance
Finland
$64M +$3.61M +3,700 +6%
BFS
314
Baskin Financial Services
Ontario, Canada
$63.8M -$1.35M -1,387 -2%
IHL
315
Investment House LLC
California
$62.4M +$821K +842 +1%
SPIA
316
Steward Partners Investment Advisory
New York
$61.6M -$993K -1,019 -2%
SAM
317
Storebrand Asset Management
Norway
$61.5M +$2.7M +2,768 +4%
TAM
318
Trillium Asset Management
Massachusetts
$61.2M +$2.22M +2,280 +4%
PFSRSONJ
319
Police & Firemen's Retirement System of New Jersey
New Jersey
$61M +$36.1K +37 +0.1%
CC
320
Chicago Capital
Illinois
$60.3M -$29.5M -30,292 -32%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$59.9M +$4.68M +4,796 +8%
RPI
322
Railway Pension Investments
United Kingdom
$59.6M -$682K -700 -1%
SG Americas Securities
323
SG Americas Securities
New York
$59.5M +$59.4M +60,916 +2,986%
KB
324
Kimelman & Baird
New York
$59.5M -$689K -707 -1%
CWM
325
Congress Wealth Management
Massachusetts
$59.3M +$6.09M +6,243 +11%

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.