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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
WMA
3426
West Michigan Advisors
Michigan
$319K -$28.3K -29 -8%
MPCA
3427
Madison Park Capital Advisors
Washington
$319K +$2.92K +3 +0.9%
WSFG
3428
Wall Street Financial Group
Illinois
$319K +$43.9K +45 +15%
CCA
3429
Cora Capital Advisors
New Jersey
$318K -$975 -1 -0.3%
GWM
3430
GoalFusion Wealth Management
Texas
$318K
FDDB
3431
Fidelity D&D Bancorp
Pennsylvania
$316K
CFFP
3432
Center for Financial Planning
Michigan
$316K +$5.85K +6 +2%
T
3433
Transce3nd
Texas
$315K -$103K -106 -24%
FFBTD
3434
First Financial Bank - Trust Division
Ohio
$315K -$18.5K -19 -5%
NFG
3435
Northeast Financial Group
Pennsylvania
$314K +$975 +1 +0.3%
ACM
3436
Armbruster Capital Management
New York
$313K -$33.1K -34 -9%
AIFS
3437
A&I Financial Services
Colorado
$313K
KWA
3438
Kondo Wealth Advisors
California
$313K +$5.85K +6 +2%
EPW
3439
Endeavor Private Wealth
Kansas
$313K +$287K +294 +817%
MKA
3440
M. Kulyk & Associates
Georgia
$312K +$69.2K +71 +27%
GC
3441
Gould Capital
Washington
$312K +$73.1K +75 +29%
BCM
3442
Beddow Capital Management
Wyoming
$312K
CWM
3443
C2C Wealth Management
Arizona
$311K
SG
3444
Strid Group
Pennsylvania
$311K
CA
3445
CWC Advisors
Oregon
$311K +$321K +329 New
MHWM
3446
Montz Harcus Wealth Management
Louisiana
$311K
VFPW
3447
Vantage Financial Partners (Wisconsin)
Wisconsin
$311K +$975 +1 +0.3%
SW
3448
Schulz Wealth
Texas
$310K -$1.95K -2 -0.6%
FF
3449
Friedenthal Financial
New Jersey
$310K +$40.9K +42 +15%
BWA
3450
BlueChip Wealth Advisors
Georgia
$309K +$7.8K +8 +3%

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.