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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
BFS
3476
Burr Financial Services
California
$299K
TCM
3477
TruNorth Capital Management
Michigan
$299K +$131K +134 +74%
HIM
3478
HughesLittle Investment Management
$298K
BAG
3479
Bridgewealth Advisory Group
California
$297K -$586K -601 -66%
MIM
3480
Meixler Investment Management
Arizona
$297K -$26.3K -27 -8%
SAM
3481
Smithbridge Asset Management
Pennsylvania
$297K +$306K +314 New
AWM
3482
Accredited Wealth Management
Kentucky
$297K -$16.6K -17 -5%
VFP
3483
Verus Financial Partners
Virginia
$296K -$34.1K -35 -10%
SDJVC
3484
St. Denis J. Villere & Co
Louisiana
$295K
FFG
3485
Fiduciary Financial Group
California
$294K -$8.78K -9 -3%
STA
3486
Smith Thornton Advisors
Alabama
$293K +$15.6K +16 +5%
SF
3487
SWP Financial
California
$292K
AAM
3488
Ameraudi Asset Management
New York
$292K
QP
3489
Quilter Plc
United Kingdom
$292K
FA
3490
Financial Avengers
California
$290K
PCA
3491
Providence Capital Advisors
North Carolina
$290K
GFPC
3492
Global Financial Private Client
Florida
$290K +$16.6K +17 +6%
MF
3493
Manuka Financial
Virginia
$290K +$24.4K +25 +9%
WI
3494
WBI Investments
New Jersey
$289K +$298K +306 New
CMP
3495
Coston McIsaac & Partners
Maine
$289K
MAG
3496
MRA Advisory Group
New Jersey
$289K -$130K -133 -30%
HWMC
3497
Heritage Wealth Management (California)
California
$288K
SGWM
3498
Sterling Group Wealth Management
California
$288K
GKIM
3499
GW&K Investment Management
Massachusetts
$287K +$6.83K +7 +2%
DI
3500
Disciplined Investments
Oklahoma
$286K +$295K +303 New

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.