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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
RK
3401
Rather & Kittrell
Tennessee
$329K -$18.5K -19 -5%
RRA
3402
Round Rock Advisors
Connecticut
$329K -$171K -175 -33%
SC
3403
Soundwatch Capital
Connecticut
$328K -$26.3K -27 -7%
RL
3404
Retireful LLC
Michigan
$328K +$344K +353 New
CCT
3405
Capital City Trust
Florida
$326K -$29.2K -30 -8%
BWM
3406
Birchcreek Wealth Management
Ohio
$326K -$28.3K -29 -8%
GCM
3407
G2 Capital Management
Ohio
$326K +$335K +344 New
AWMG
3408
Alliance Wealth Management Group
New Jersey
$326K
SPI
3409
Sutton Place Investors
New York
$325K +$46.8K +48 +16%
SM
3410
Sensible Money
Arizona
$324K
LA
3411
Latitude Advisors
Florida
$323K +$9.75K +10 +3%
GC
3412
Gilbert & Cook
Iowa
$323K -$56.5K -58 -15%
LIA
3413
Lynx Investment Advisory
District of Columbia
$323K
TA
3414
TKG Advisors
Indiana
$323K +$3.9K +4 +1%
AWP
3415
Atlas Wealth Partners
Pennsylvania
$322K
CWA
3416
Cornerstone Wealth Advisors
Minnesota
$322K
SPAS
3417
Spectrum Planning & Advisory Services
California
$322K
GDP
3418
Great Diamond Partners
Maine
$322K -$5.85K -6 -2%
MIM
3419
Martin Investment Management
Florida
$321K -$46.8K -48 -12%
SSC
3420
Syverson Strege & Co
Iowa
$320K +$13.7K +14 +4%
RCM
3421
Raleigh Capital Management
North Carolina
$320K -$112K -115 -25%
AWM
3422
Activest Wealth Management
Florida
$320K +$173K +177 +110%
NIWA
3423
New Insight Wealth Advisors
California
$319K +$40.9K +42 +14%
CWM
3424
Cahill Wealth Management
Michigan
$319K +$19.5K +20 +6%
UOTTAIMCU
3425
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$319K -$45.8K -47 -12%

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.