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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
HFP
3651
Holistic Financial Partners
Indiana
$236K +$21.4K +22 +10%
KFS
3652
Kelly Financial Services
Massachusetts
$235K
HF
3653
Holcombe Financial
Georgia
$235K -$21.4K -22 -8%
W
3654
Wealthquest
Ohio
$235K -$100K -103 -29%
ONSWM
3655
Old North State Wealth Management
North Carolina
$234K +$239K +245 New
AWC
3656
Adamsbrown Wealth Consultants
Kansas
$234K +$241K +247 New
BOC
3657
Blue Oak Capital
California
$234K -$48.7K -50 -17%
WDC
3658
Woodward Diversified Capital
California
$234K +$13.7K +14 +6%
AAM
3659
Austin Asset Management
Texas
$233K +$241K +247 New
CPP
3660
Capasso Planning Partners
South Carolina
$233K
SRA
3661
Secured Retirement Advisors
Minnesota
$233K -$2.48M -2,539 -91%
DBIA
3662
Dumont & Blake Investment Advisors
New Jersey
$233K
LFGO
3663
Legacy Financial Group (Oklahoma)
Oklahoma
$232K -$3.9K -4 -2%
MIM
3664
Manitou Investment Management
Ontario, Canada
$232K +$122K +125 +104%
WA
3665
Whipplewood Advisors
Colorado
$231K +$112K +115 +47%
AA
3666
Alesco Advisors
New York
$231K
FH
3667
FWG Holdings
Florida
$230K -$180K -185 -44%
CCM
3668
Crew Capital Management
Ohio
$230K +$16.6K +17 +8%
GWAM
3669
Guardian Wealth Advisors (Minnesota)
Minnesota
$230K
SIA
3670
Spectrum Investment Advisors
Wisconsin
$230K -$29.2K -30 -11%
TIM
3671
Total Investment Management
Arizona
$230K -$82.9K -85 -26%
ECAM
3672
East Coast Asset Management
Massachusetts
$229K
HP
3673
Haven Private
Florida
$229K +$236K +242 New
RCYC
3674
Richard C. Young & Co
Rhode Island
$228K
FPB
3675
First PREMIER Bank
South Dakota
$228K

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.