We are live on ! Find out more
COST icon

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
IWM
3626
IMG Wealth Management
Florida
$241K
CPCP
3627
Cedar Point Capital Partners
Iowa
$241K +$4.88K +5 +2%
CG
3628
Curat Global
New Hampshire
$241K +$249K +255 New
BWS
3629
Buck Wealth Strategies
Colorado
$241K -$12.7K -13 -5%
BWM
3630
Baron Wealth Management
Michigan
$240K -$3.9K -4 -2%
MWP
3631
Meriwether Wealth & Planning
Louisiana
$240K -$24.4K -25 -9%
SWM
3632
Stapp Wealth Management
Washington
$240K
PWP
3633
Parkwoods Wealth Partners
New York
$240K +$21.4K +22 +9%
VCWA
3634
Vanguard Capital Wealth Advisors
Colorado
$239K -$84.8K -87 -26%
BA
3635
BIP Alliance
Georgia
$239K +$2.92K +3 +1%
WAG
3636
Wallace Advisory Group
California
$239K +$7.8K +8 +3%
BTWM
3637
Brass Tax Wealth Management
Ohio
$239K +$12.7K +13 +5%
OPWM
3638
Oxinas Partners Wealth Management
Indiana
$239K +$7.8K +8 +3%
DF
3639
Dunhill Financial
United Kingdom
$239K -$35.1K -36 -13%
IWP
3640
Innova Wealth Partners
Pennsylvania
$238K +$4.88K +5 +2%
WDL
3641
Well Done LLC
Michigan
$238K +$22.4K +23 +10%
AAS
3642
Asset Allocation Strategies
Michigan
$238K -$975 -1 -0.4%
HWM
3643
Hobbs Wealth Management
Indiana
$237K -$2.92K -3 -1%
NWA
3644
New World Advisors
Massachusetts
$237K +$975 +1 +0.4%
HIS
3645
Horizon Investment Services
Indiana
$236K -$975 -1 -0.4%
WIM
3646
Wittenberg Investment Management
Massachusetts
$236K -$73.1K -75 -23%
IMA
3647
Investment Management Associates
Colorado
$236K
PCM
3648
Perkins Capital Management
Minnesota
$236K
TC
3649
Tairen Capital
Hong Kong
$236K +$244K +250 New
FVCM
3650
F&V Capital Management
Florida
$236K +$244K +250 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.