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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
CA
3501
CSM Advisors
Pennsylvania
$286K
SFG
3502
Sunburst Financial Group
Alabama
$285K +$8.78K +9 +3%
AWMNH
3503
Arcadia Wealth Management (New Hampshire)
New Hampshire
$285K +$293K +301 New
PGA
3504
Portland Global Advisors
Maine
$285K -$124K -127 -30%
BC
3505
Bowman & Company
Wisconsin
$284K +$975 +1 +0.3%
DWM
3506
David Wealth Management
Virginia
$284K
ALC
3507
Alexander Labrunerie & Co
Missouri
$284K -$45.8K -47 -14%
BRWM
3508
Blue Rock Wealth Management
North Carolina
$284K
BDWCC
3509
B&D White Capital Company
Texas
$284K +$5.85K +6 +2%
FWA
3510
FORM Wealth Advisors
Wisconsin
$284K +$292K +300 New
WP
3511
Wealthspan Partners
Iowa
$284K +$13.7K +14 +5%
CWM
3512
Cherrydale Wealth Management
New Jersey
$282K -$57.5K -59 -17%
VCM
3513
Verde Capital Management
Michigan
$282K -$852K -874 -75%
HWM
3514
Horizon Wealth Management
Illinois
$282K +$29.2K +30 +11%
PW
3515
Potentia Wealth
California
$282K -$9.75K -10 -3%
LJHT
3516
Laurie J. Hall Trustee
$282K -$78K -80 -21%
PK
3517
Pflug Koory
Nebraska
$282K
WFPG
3518
Waller Financial Planning Group
Ohio
$281K +$290K +297 New
RB
3519
Rodgers Brothers
Pennsylvania
$281K -$82.9K -85 -22%
BSAM
3520
Blue Square Asset Management
New York
$281K
STB
3521
S&T Bank
Pennsylvania
$281K +$9.75K +10 +3%
JFA
3522
JNBA Financial Advisors
Minnesota
$281K +$14.6K +15 +5%
ICM
3523
Innovator Capital Management
Illinois
$281K +$34.1K +35 +13%
WLIM
3524
White Lighthouse Investment Management
Massachusetts
$280K -$17.5K -18 -6%
MAM
3525
Mullooly Asset Management
New Jersey
$280K +$289K +296 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.