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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
TFA
3551
TPG Financial Advisors
Oregon
$269K -$147K -151 -35%
RIM
3552
Rockbridge Investment Management
New York
$268K +$16.6K +17 +6%
HWMG
3553
Hurlow Wealth Management Group
Indiana
$268K
OWCM
3554
One Wealth Capital Management
Arizona
$268K
FBC
3555
Fairfield, Bush & Co
Connecticut
$267K -$14.6K -15 -5%
RIM
3556
Reliant Investment Management
Tennessee
$267K -$97.5K -100 -26%
OWMIAS
3557
One Wealth Management Investment & Advisory Services
Florida
$266K +$55.6K +57 +25%
PWMG
3558
Pinnacle Wealth Management Group
Michigan
$265K +$14.6K +15 +6%
SCP
3559
Stamos Capital Partners
California
$265K +$273K +280 New
TCM
3560
Triumph Capital Management
Colorado
$264K -$2.92K -3 -1%
DFG
3561
Dupree Financial Group
Kentucky
$263K -$2.92K -3 -1%
AG
3562
Advocate Group
Minnesota
$263K
DAS
3563
DMKC Advisory Services
Iowa
$263K
RWM
3564
Riverbend Wealth Management
South Carolina
$262K +$17.5K +18 +7%
FEG
3565
Financial Enhancement Group
Indiana
$262K +$261K +268 New
SFP
3566
SwitchPoint Financial Planning
Utah
$262K +$4.88K +5 +2%
PMG
3567
ProVise Management Group
Florida
$262K -$975 -1 -0.4%
WWM
3568
Waterway Wealth Management
Texas
$262K +$29.2K +30 +12%
PPWM
3569
PFG Private Wealth Management
Florida
$262K +$12.7K +13 +5%
GA
3570
GoalVest Advisory
New York
$262K +$51.7K +53 +24%
B
3571
BetterWealth
California
$262K -$8.78K -9 -3%
WMA
3572
William Mack & Associates
Michigan
$261K -$82.9K -85 -24%
SCI
3573
Silver Coast Investments
United States
$261K +$269K +276 New
DLCIG
3574
D.L. Carlson Investment Group
New Hampshire
$261K -$975 -1 -0.4%
GFG
3575
Greenberg Financial Group
Arizona
$259K +$253K +260 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.