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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
MLFP
3326
MPS Loria Financial Planners
Illinois
$368K
LW
3327
Libra Wealth
California
$367K
HAG
3328
HF Advisory Group
Maryland
$367K +$975 +1 +0.3%
FOR
3329
Family Office Research
Maryland
$366K +$1.95K +2 +0.5%
TC
3330
Trust Company
Kansas
$365K -$114K -117 -23%
SLA
3331
Silver Lake Advisory
Utah
$364K +$975 +1 +0.3%
PFM
3332
Phillips Financial Management
Indiana
$364K +$72.1K +74 +24%
LIM
3333
Lathrop Investment Management
Arkansas
$363K
ECM
3334
Elgethun Capital Management
South Dakota
$363K -$9.75K -10 -3%
KA
3335
Kure Advisory
Minnesota
$362K +$373K +383 New
BMD
3336
Better Money Decisions
New Mexico
$362K +$19.5K +20 +6%
SPWM
3337
Spartan Planning & Wealth Management
North Carolina
$362K -$441K -452 -54%
MF
3338
Montis Financial
Massachusetts
$362K
CWMK
3339
Caliber Wealth Management (Kansas)
Kansas
$362K +$372K +382 New
WA
3340
Wealthstar Advisors
Texas
$361K +$2.92K +3 +0.8%
IA
3341
IMZ Advisory
Florida
$360K +$370K +380 New
CAM
3342
Capco Asset Management
Florida
$359K
RIS
3343
Retirement Income Solutions
Michigan
$359K
MFA
3344
Morling Financial Advisors
California
$359K +$370K +380 New
AGP
3345
Aspire Growth Partners
Florida
$359K +$18.5K +19 +6%
OWM
3346
OneAscent Wealth Management
Alabama
$358K -$250K -256 -40%
T
3347
Tidemark
California
$358K +$6.83K +7 +2%
BF
3348
Brogan Financial
Tennessee
$358K
AIA
3349
Acute Investment Advisory
Arizona
$357K -$29.2K -30 -7%
EMC
3350
Everest Management Corp
California
$356K -$36.1K -37 -9%

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.