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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
JWM
3301
Jeppson Wealth Management
California
$379K
FTC
3302
Farmers Trust Company
Ohio
$379K -$7.8K -8 -2%
DWM
3303
Denver Wealth Management
Colorado
$379K
QPW
3304
Quantum Private Wealth
Florida
$379K -$41.9K -43 -10%
WIM
3305
Warwick Investment Management
Texas
$379K +$70.2K +72 +22%
IAM
3306
Ion Asset Management
Israel
$378K -$87.7K -90 -18%
SWM
3307
Seed Wealth Management
Illinois
$378K
GGA
3308
Granite Group Advisors
Connecticut
$378K +$22.4K +23 +6%
GWI
3309
Grace & White Inc
New York
$378K +$97.5K +100 +33%
EIA
3310
Eldridge Investment Advisors
New Hampshire
$378K
FWM
3311
FSA Wealth Management
Massachusetts
$377K +$3.9K +4 +1%
HI
3312
Hoey Investments
Pennsylvania
$376K -$346K -355 -47%
DKCM
3313
Davidson Kahn Capital Management
California
$376K +$9.75K +10 +3%
UWM
3314
USAdvisors Wealth Management
Minnesota
$376K -$10.7K -11 -3%
CP
3315
CenterBook Partners
Connecticut
$375K +$387K +397 New
FWP
3316
Firethorn Wealth Partners
Georgia
$375K +$36.1K +37 +10%
CFAM
3317
Center For Asset Management
Florida
$375K +$29.2K +30 +8%
TSW
3318
Three Seasons Wealth
Utah
$374K -$975 -1 -0.3%
CAM
3319
Clark Asset Management
New Hampshire
$374K +$6.83K +7 +2%
SIA
3320
SGL Investment Advisors
Montana
$373K +$3.9K +4 +1%
SFWA
3321
Summit Financial Wealth Advisors
Louisiana
$373K +$12.7K +13 +3%
SR
3322
Syntax Research
Florida
$371K
DFP
3323
Defined Financial Planning
California
$370K +$89.7K +92 +31%
SCM
3324
Stonehearth Capital Management
Massachusetts
$370K
SIA
3325
Summit Investment Advisors
Maryland
$368K

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.