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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
RWM
3251
RBA Wealth Management
California
$401K
SCM
3252
Seascape Capital Management
New Hampshire
$401K +$975 +1 +0.2%
IWS
3253
Integrity Wealth Solutions
Colorado
$400K +$1.95K +2 +0.5%
FSBI
3254
Fearless Solutions (Best Invest)
Texas
$400K +$1.95K +2 +0.5%
RPCA
3255
Running Point Capital Advisors
California
$400K +$127K +130 +44%
EBA
3256
Eagle Bay Advisors
New York
$400K
DWM
3257
DecisionMap Wealth Management
Virginia
$398K +$4.88K +5 +1%
CP
3258
Covenant Partners
Tennessee
$397K -$137K -141 -25%
MAG
3259
Mayfair Advisory Group
Alabama
$397K
GAG
3260
Goodman Advisory Group
Massachusetts
$396K +$409K +419 New
MFP
3261
Meridian Financial Partners
Virginia
$396K +$4.88K +5 +1%
FVWA
3262
Foster Victor Wealth Advisors
South Carolina
$395K -$59.5K -61 -13%
WCM Investment Management
3263
WCM Investment Management
California
$395K +$414K +425 New
BA
3264
Bluesphere Advisors
Pennsylvania
$395K +$408K +418 New
ACM
3265
Advance Capital Management
Michigan
$395K +$44.8K +46 +12%
MIAS
3266
Mason Investment Advisory Services
Virginia
$394K
LWMI
3267
Legacy Wealth Management (Idaho)
Idaho
$393K +$32.2K +33 +9%
AWCI
3268
Alpine Woods Capital Investors
New York
$393K -$1.11M -1,140 -73%
BBA
3269
Braun-Bostich & Associates
Pennsylvania
$393K +$6.83K +7 +2%
VC
3270
Vicus Capital
Pennsylvania
$393K -$5.85K -6 -1%
CPA
3271
Cathy Pareto & Associates
Florida
$392K
AWA
3272
AGH Wealth Advisors
Kansas
$391K -$13.7K -14 -3%
NCM
3273
NCM Capital Management
New Jersey
$391K
MTWM
3274
Masso Torrence Wealth Management
New Jersey
$391K +$403K +413 New
MWP
3275
Meridian Wealth Partners
Pennsylvania
$390K +$3.9K +4 +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.