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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
IWP
3351
IAG Wealth Partners
Wisconsin
$355K +$1.95K +2 +0.5%
FS
3352
Ferguson Shapiro
Georgia
$354K -$4.88K -5 -1%
JHCP
3353
Jackson Hole Capital Partners
Oklahoma
$353K
GC
3354
GatePass Capital
Ohio
$351K +$106K +109 +42%
LCC
3355
Lincoln Capital Corp
Rhode Island
$350K -$40.9K -42 -10%
NWA
3356
Navis Wealth Advisors
New York
$349K
YCG
3357
Yeomans Consulting Group
Georgia
$348K -$147K -151 -29%
NPFS
3358
Novak & Powell Financial Services
Florida
$347K +$975 +1 +0.3%
GWSA
3359
Global Wealth Strategies & Associates
Colorado
$346K +$73.1K +75 +26%
HC
3360
Hourglass Capital
Texas
$346K +$39K +40 +12%
DPI
3361
Diversified Portfolios Inc
Michigan
$345K -$9.75K -10 -3%
LIA
3362
LifePlan Investment Advisors
North Carolina
$345K -$32.2K -33 -8%
WAM
3363
WNY Asset Management
New York
$345K +$33.1K +34 +10%
IP
3364
Intellectus Partners
California
$345K
PS
3365
Pinney & Scofield
Massachusetts
$344K
DI
3366
DDFG Inc
California
$343K +$11.7K +12 +3%
HG
3367
Harbor Group
New Hampshire
$343K -$48.7K -50 -12%
RWM
3368
Revisor Wealth Management
Ohio
$343K +$353K +362 New
CMA
3369
Cedar Mountain Advisors
Oregon
$341K -$2.92K -3 -0.8%
JFG
3370
JMG Financial Group
Illinois
$341K +$351K +360 New
BTWM
3371
Baker Tilly Wealth Management
Wisconsin
$340K +$54.6K +56 +18%
LA
3372
Lynch & Associates
Indiana
$340K
TCOK
3373
Trust Company of Kansas
Kansas
$340K -$3.81M -3,905 -92%
SC
3374
Sawyer & Company
Massachusetts
$340K -$273K -280 -44%
UBV
3375
United Bank (Virginia)
Virginia
$339K -$120K -123 -26%

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.