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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
HIGP
3526
Hill Investment Group Partners
Missouri
$280K -$148K -152 -34%
RW
3527
REDW Wealth
New Mexico
$280K
SC
3528
Stephens Consulting
Michigan
$279K +$58.5K +60 +26%
FF
3529
Farnam Financial
Arizona
$279K +$288K +295 New
RW
3530
Regimen Wealth
Georgia
$278K +$7.8K +8 +3%
PPG
3531
Peak Planning Group
Colorado
$278K +$6.83K +7 +2%
SLT
3532
St Louis Trust
Missouri
$277K +$286K +293 New
SPP
3533
Single Point Partners
Massachusetts
$277K +$4.88K +5 +2%
SF
3534
Seros Financial
Arizona
$276K -$106K -109 -27%
SFG
3535
Sterling Financial Group
California
$276K
WA
3536
WPG Advisers
Maryland
$276K -$14.6K -15 -5%
CA
3537
Carson Advisory
Georgia
$276K -$37K -38 -12%
SWP
3538
Summit Wealth Partners
Florida
$275K -$9.75K -10 -3%
GKFF
3539
George Kaiser Family Foundation
Oklahoma
$275K +$284K +291 New
MCM
3540
Moore Capital Management
New York
$274K -$974K -999 -78%
BRM
3541
Boston Research & Management
Massachusetts
$274K
OC
3542
OxenFree Capital
Florida
$274K -$10.7K -11 -4%
MFGM
3543
Marshall Financial Group (Maryland)
Maryland
$274K +$19.5K +20 +7%
PA
3544
Planning Alternatives
Michigan
$273K +$282K +289 New
BFS
3545
Beacon Financial Strategies
North Carolina
$272K -$10.7K -11 -4%
CWAF
3546
Core Wealth Advisors (Florida)
Florida
$272K +$280K +287 New
HP
3547
Holistic Planning
Texas
$270K +$26.3K +27 +10%
MSWM
3548
Mowery & Schoenfeld Wealth Management
Illinois
$270K +$975 +1 +0.4%
OFP
3549
OLIO Financial Planning
Virginia
$270K +$5.85K +6 +2%
KOMWMG
3550
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$269K +$277K +284 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.