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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
CL
3276
CVFG LLC
Indiana
$390K -$165K -169 -29%
SCA
3277
STALEY CAPITAL ADVISERS
Pennsylvania
$390K -$5.85K -6 -1%
GCM
3278
Goldstream Capital Management
Hong Kong
$390K
V
3279
ViaWealth
Kansas
$389K -$21.4K -22 -5%
LWA
3280
Ledgewood Wealth Advisors
New Hampshire
$388K
WFS
3281
Widmann Financial Services
Maryland
$388K
WDG
3282
Wealth Dimensions Group
Ohio
$387K +$29.2K +30 +8%
WA
3283
Westfuller Advisors
New York
$387K +$145K +149 +57%
CW
3284
Code Waechter
Florida
$387K -$6.83K -7 -2%
DSAM
3285
Dock Street Asset Management
Florida
$387K -$20.5K -21 -5%
WCP
3286
Wealthcare Capital Partners
Pennsylvania
$386K +$15.6K +16 +4%
FPW
3287
Flywheel Private Wealth
California
$386K
LRIC
3288
Long Road Investment Counsel
Michigan
$386K
HCM
3289
Hudson Capital Management
New Jersey
$386K +$7.8K +8 +2%
CLOS
3290
Compagnie Lombard Odier SCmA
Switzerland
$385K +$56.5K +58 +17%
SFC
3291
Summit Financial Consulting
Michigan
$385K +$397K +407 New
TFA
3292
Tobias Financial Advisors
Florida
$384K +$19.5K +20 +5%
GPA
3293
Guidance Point Advisors
Massachusetts
$384K
SAM
3294
SP Asset Management
California
$382K +$975 +1 +0.2%
IAG
3295
Investment Advisory Group
Massachusetts
$382K -$79.9K -82 -17%
4WM
3296
4J Wealth Management
Virginia
$382K -$1.95K -2 -0.5%
TC
3297
Tacita Capital
Ontario, Canada
$382K
CCAM
3298
Cascades Capital Asset Management
North Carolina
$382K +$22.4K +23 +6%
HWP
3299
Heritage Wealth Partners
Ohio
$380K -$6.83K -7 -2%
RMC
3300
Ring Mountain Capital
California
$379K +$40K +41 +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.