We are live on ! Find out more
COST icon

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
RAM
3451
Riggs Asset Management
Pennsylvania
$308K -$61.4K -63 -16%
JAA
3452
Joel Adams & Associates
North Carolina
$308K
MPAM
3453
Murphy Pohlad Asset Management
Minnesota
$308K
AWM
3454
Altus Wealth Management
Kentucky
$308K +$97.5K +100 +44%
SPWG
3455
Sage Private Wealth Group
Illinois
$308K +$2.92K +3 +0.9%
CWA
3456
CogentBlue Wealth Advisors
Tennessee
$308K +$317K +325 New
GIM
3457
Gold Investment Management
Alberta, Canada
$307K
WCM
3458
Westend Capital Management
California
$307K
PA
3459
Promethium Advisors
Maryland
$307K -$15.6K -16 -5%
JWWM
3460
Johnson & White Wealth Management
Pennsylvania
$307K
1NWS
3461
1 North Wealth Services
Maryland
$306K
NCTC
3462
New Covenant Trust Company
Indiana
$304K -$12.7K -13 -4%
OAM
3463
Oxford Asset Management
United Kingdom
$304K +$313K +321 New
WWMSC
3464
Wagner Wealth Management (South Carolina)
South Carolina
$302K +$975 +1 +0.3%
NJBEST
3465
New Jersey Better Educational Savings Trust
New Jersey
$302K
CWMA
3466
Capstone Wealth Management (Alabama)
Alabama
$301K +$7.8K +8 +3%
ML
3467
Mayport LLC
Massachusetts
$301K +$310K +318 New
TLCM
3468
Twin Lakes Capital Management
California
$301K -$390K -400 -56%
SFS
3469
Sharp Financial Services
Pennsylvania
$301K +$975 +1 +0.3%
TWA
3470
Talisman Wealth Advisors
New Jersey
$301K +$975 +1 +0.3%
KWM
3471
Koa Wealth Management
California
$301K -$9.75K -10 -3%
QP
3472
Quartz Partners
New York
$300K +$24.4K +25 +9%
MS
3473
Madden Securities
Texas
$300K
AV
3474
Aspiring Ventures
Ohio
$300K +$290K +297 New
CCA
3475
Conservest Capital Advisors
Pennsylvania
$299K +$11.7K +12 +4%

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.