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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
AOG
3601
Alpha Omega Group
Virginia
$250K -$46.8K -48 -15%
WPW
3602
Watershed Private Wealth
Illinois
$249K
CIG
3603
Cullen Investment Group
Louisiana
$249K
Betterment LLC
3604
Betterment LLC
New York
$248K +$34.1K +35 +15%
EMFAT
3605
Emerald Mutual Fund Advisers Trust
Pennsylvania
$248K -$28.3K -29 -10%
PFA
3606
Pathway Financial Advisers
Indiana
$248K -$112K -115 -31%
CWA
3607
Crux Wealth Advisors
California
$247K
VR
3608
Valued Retirements
Texas
$247K +$254K +261 New
AC
3609
AWM Capital
Arizona
$247K
RFM
3610
Royal Fund Management
Florida
$247K -$8.78K -9 -3%
SMCM
3611
Sky-Mountain Capital Management
Idaho
$247K +$254K +261 New
NCG
3612
Newport Capital Group
New Jersey
$246K +$39K +40 +18%
T
3613
TOBAM
France
$245K -$127K -130 -33%
CFS
3614
Cannon Financial Strategists
Georgia
$245K
IAS
3615
IMA Advisory Services
Colorado
$245K
ICM
3616
Intrepid Capital Management
Florida
$244K
EFP
3617
EnRich Financial Partners
Wisconsin
$244K
ACM
3618
Andina Capital Management
Utah
$243K +$251K +257 New
LWM
3619
LeConte Wealth Management
Tennessee
$243K +$251K +257 New
KFS
3620
Keynote Financial Services
Connecticut
$242K -$9.75K -10 -4%
FCM
3621
Family Capital Management
Michigan
$242K +$27.3K +28 +12%
CPG
3622
Cornerstone Planning Group
New Jersey
$241K +$135K +138 +127%
COCM
3623
Charter Oak Capital Management
New Hampshire
$241K +$16.6K +17 +7%
AIM
3624
Advyzon Investment Management
Illinois
$241K +$249K +255 New
AF
3625
Aldebaran Financial
$241K

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.