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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
PA
3701
Probity Advisors
Texas
$221K +$228K +234 New
SG
3702
Stanich Group
New York
$221K
KCP
3703
Kera Capital Partners
California
$220K +$227K +233 New
CNBOF
3704
City National Bank of Florida
Florida
$219K +$226K +232 New
FWM
3705
FMB Wealth Management
California
$218K
BCWM
3706
Ball & Co Wealth Management
Tennessee
$218K -$64.3K -66 -22%
BWA
3707
Bestgate Wealth Advisors
Maryland
$218K -$24.4K -25 -10%
VPWA
3708
Vestia Personal Wealth Advisors
Indiana
$218K -$2.92K -3 -1%
EARNEST Partners
3709
EARNEST Partners
Georgia
$218K
FGWP
3710
Founders Grove Wealth Partners
Virginia
$218K +$975 +1 +0.4%
MCA
3711
Midwest Capital Advisors
Michigan
$217K
LFS
3712
Legacy Financial Strategies
Kansas
$217K -$1.95K -2 -0.9%
Winslow Capital Management
3713
Winslow Capital Management
Minnesota
$217K -$496K -509 -69%
RCM
3714
Requisite Capital Management
Texas
$217K -$270K -277 -55%
CWM
3715
Cabot Wealth Management
Massachusetts
$217K -$29.2K -30 -12%
TLA
3716
Tanglewood Legacy Advisors
Texas
$217K
HFO
3717
Heritage Family Offices
Arizona
$217K
Q1WB
3718
Quest 10 Wealth Builders
Virginia
$215K -$48.7K -50 -18%
HAC
3719
Harbor Advisory Corp
New Hampshire
$215K -$44.8K -46 -17%
GWM
3720
GK Wealth Management
Nevada
$214K +$220K +226 New
GSAM
3721
Grant Street Asset Management
Pennsylvania
$214K
NFTC
3722
North Forty Two & Co
Oregon
$214K -$9.75K -10 -4%
GWM
3723
Gibbs Wealth Management
Georgia
$214K +$220K +226 New
OR
3724
Olympiad Research
Connecticut
$214K +$220K +226 New
PFG
3725
Prospect Financial Group
Virginia
$214K +$220K +226 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.