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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
OPTFSNA
3726
Old Point Trust & Financial Services N A
Virginia
$213K
MWA
3727
Martel Wealth Advisors
Washington
$212K -$80.9K -83 -27%
DSN
3728
D. Scott Neal
Kentucky
$212K
FC
3729
Fairscale Capital
New Hampshire
$212K +$49.7K +51 +29%
AA
3730
AJ Advisors
Tennessee
$212K +$218K +224 New
LC
3731
LCNB Corp
Ohio
$211K -$24.4K -25 -10%
PVM
3732
Palogic Value Management
Texas
$211K
PPA
3733
Painted Porch Advisors
California
$211K +$2.92K +3 +1%
LPFG
3734
Landing Point Financial Group
Ohio
$210K -$9.75K -10 -4%
S
3735
SharpePoint
Arizona
$209K +$206K +211 New
CIM
3736
Confluence Investment Management
Missouri
$209K -$25.3K -26 -11%
TAM
3737
Tucker Asset Management
Colorado
$209K -$191K -196 -47%
AIM
3738
AMI Investment Management
Indiana
$208K -$19.5K -20 -8%
WWM
3739
Westwood Wealth Management
California
$208K
OFS
3740
Oldfather Financial Services
Nebraska
$207K -$6.83K -7 -3%
FF
3741
Francis Financial
$207K +$214K +219 New
PF
3742
Parker Financial
Washington
$207K +$214K +219 New
AWP
3743
Avid Wealth Partners
Texas
$207K +$214K +219 New
TF
3744
Tandem Financial
Colorado
$206K -$1.95K -2 -0.9%
LGWM
3745
Litman Gregory Wealth Management
California
$206K
CHA
3746
Cooper/Haims Advisors
New York
$206K -$19.5K -20 -8%
FFP
3747
Freedom Financial Partners
Minnesota
$206K +$213K +218 New
NCM
3748
Noesis Capital Mangement
Florida
$206K +$212K +217 New
IVP
3749
Intrinsic Value Partners
Arizona
$205K +$212K +217 New
PCM
3750
Prelude Capital Management
New York
$204K -$1.42M -1,452 -87%

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.