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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
RWM
3576
Reston Wealth Management
Virginia
$258K +$7.8K +8 +3%
VWM
3577
Verus Wealth Management
Wisconsin
$258K +$14.6K +15 +6%
OAJ
3578
Ogorek Anthony Joseph
New York
$258K +$69.2K +71 +35%
WIA
3579
Wealthedge Investment Advisors
New York
$258K -$217K -223 -45%
TCFP
3580
Treasure Coast Financial Planning
Florida
$257K +$265K +272 New
FA
3581
FSA Advisors
Michigan
$255K +$263K +270 New
KHC
3582
Koesten Hirschmann & Crabtree
Kansas
$255K
GCM
3583
Gables Capital Management
Florida
$254K
MWA
3584
Merkkuri Wealth Advisors
New York
$254K -$40K -41 -13%
PP
3585
PFS Partners
New Jersey
$254K
THL
3586
Tillman Hartley LLC
Colorado
$253K -$92.6K -95 -26%
MWA
3587
Monograph Wealth Advisors
California
$253K -$14.6K -15 -5%
PWA
3588
Provenance Wealth Advisors
Florida
$253K
HFS
3589
Hughes Financial Services
Virginia
$252K +$4.88K +5 +2%
HIM
3590
Hanlon Investment Management
New Jersey
$252K -$36.1K -37 -12%
HCM
3591
HMS Capital Management
Tennessee
$251K -$68.2K -70 -20%
IP
3592
Isthmus Partners
Wisconsin
$251K -$97.5K -100 -27%
AFS
3593
Axiom Financial Strategies
Indiana
$251K -$2.92K -3 -1%
BWM
3594
Brown Wealth Management
Illinois
$251K +$12.7K +13 +5%
PCM
3595
Park Capital Management
Wisconsin
$251K +$20.5K +21 +9%
AI
3596
Arvest Investments
Arkansas
$251K
MC
3597
McCarthy & Cox
Ohio
$250K -$25.3K -26 -9%
JHC
3598
J. Hagan Capital
Kentucky
$250K +$266K +273 New
SHIM
3599
Stone House Investment Management
Pennsylvania
$250K +$257K +264 New
RS
3600
Rakuten Securities
Japan
$250K -$93.6K -96 -27%

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.