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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
IGAM
326
iA Global Asset Management
Quebec, Canada
$58.8M +$13.6M +13,934 +29%
MCM
327
Maple Capital Management
Vermont
$58.8M +$277K +284 +0.5%
KPWS
328
Kestra Private Wealth Services
Texas
$58.7M +$463K +475 +0.8%
ClearBridge Investments
329
ClearBridge Investments
New York
$58.7M -$981K -1,006 -2%
MSR
330
Main Street Research
Connecticut
$58.6M +$646K +663 +1%
FLPIM
331
F.L. Putnam Investment Management
Massachusetts
$57.9M -$3.56M -3,656 -6%
VPIM
332
Vanguard Personalized Indexing Management
California
$57.7M +$3.55M +3,637 +6%
SLAM
333
Swiss Life Asset Management
$56.8M +$12.3M +12,578 +26%
WT
334
Whittier Trust
California
$56.8M -$323K -331 -0.5%
SOADOR
335
State of Alaska Department of Revenue
Alaska
$56.7M +$5.34M +5,480 +10%
CIS
336
Capital International Sarl
California
$56.7M -$429K -440 -0.7%
SCM
337
Shelton Capital Management
Colorado
$56.5M -$6.52M -6,685 -10%
NYLIM
338
New York Life Investment Management
New York
$56.2M -$68.2K -70 -0.1%
Wealthfront Advisers
339
Wealthfront Advisers
California
$56M +$4.44M +4,556 +8%
YCM
340
Yousif Capital Management
Michigan
$55.5M -$464K -476 -0.8%
CS
341
Cannell & Spears
New York
$55.5M -$3.67M -3,762 -6%
NFGCM
342
Norman Fields Gottscho Capital Management
New York
$55.3M -$967K -992 -2%
VMPIC
343
Varma Mutual Pension Insurance Co
Finland
$54.8M -$4.37M -4,487 -7%
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$54.6M +$1.64M +1,679 +3%
EAM
345
EULAV Asset Management
Florida
$54M -$5.07M -5,200 -8%
HCMG
346
Howard Capital Management Group
California
$54M -$705K -723 -1%
ACM
347
Aljian Capital Management
Nevada
$53.6M +$22.4K +23 +0%
PCIA
348
Prime Capital Investment Advisors
Kansas
$53.3M +$9.48M +9,720 +21%
CS
349
Candriam SCA
Luxembourg
$53.3M -$2.05M -2,100 -4%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$53.2M +$97.5K +100 +0.2%

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.