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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
BWMG
3376
Barnes Wealth Management Group
California
$338K +$1.95K +2 +0.6%
PWM
3377
Penobscot Wealth Management
Maine
$335K -$2.92K -3 -0.8%
AWM
3378
Avondale Wealth Management
Texas
$335K +$20.5K +21 +6%
CSA
3379
Cottage Street Advisors
Massachusetts
$334K +$22.4K +23 +7%
SFS
3380
Summit Financial Strategies
Ohio
$334K
BBPWM
3381
Blue Bell Private Wealth Management
Pennsylvania
$334K +$31.2K +32 +10%
FPWM
3382
FSB Premier Wealth Management
Iowa
$333K -$975 -1 -0.3%
DF
3383
Define Financial
California
$333K +$9.75K +10 +3%
MPM
3384
MBB Public Markets
Illinois
$333K +$343K +352 New
RIS
3385
Richmond Investment Services
Wisconsin
$333K
MCA
3386
Millennium Capital Advisors
Arkansas
$332K -$10.7K -11 -3%
CIA
3387
Cascade Investment Advisors
Oregon
$332K
FDW
3388
Fourth Dimension Wealth
Ohio
$331K +$90.7K +93 +36%
PSCM
3389
Per Stirling Capital Management
Texas
$331K
BAM
3390
BOCHK Asset Management
Hong Kong
$331K -$11.1M -11,350 -97%
CWIG
3391
Chung Wu Investment Group
Texas
$331K
FCFC
3392
First Citizens Financial Corp
Iowa
$331K
TWM
3393
Topsail Wealth Management
North Carolina
$331K +$75.1K +77 +28%
PD
3394
Planning Directions
Pennsylvania
$330K +$40K +41 +13%
PW
3395
PUREfi Wealth
Massachusetts
$330K -$25.3K -26 -7%
FC
3396
Financial Council
Maryland
$330K
SF
3397
Seek First
California
$330K +$340K +349 New
TCM
3398
Towercrest Capital Management
Pennsylvania
$329K
AA
3399
Addison Advisors
Vermont
$329K +$12.7K +13 +4%
WTFG
3400
Wells Trecaso Financial Group
Ohio
$329K -$20.5K -21 -6%

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.