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
RCM
3751
Ravenstone Capital Management
$204K
GRA
3752
Golden Road Advisors
Florida
$203K -$3.9K -4 -2%
SWA
3753
SOA Wealth Advisors
New York
$203K +$19.9M +20,392 +10,847%
KBFS
3754
Kohmann Bosshard Financial Services
Ohio
$202K +$38K +39 +22%
CCT
3755
Chemung Canal Trust
New York
$202K -$70.2K -72 -25%
DCBT
3756
Dakota Community Bank & Trust
North Dakota
$202K
GSF
3757
Grove Street Fiduciary
New Hampshire
$202K +$209K +214 New
MWML
3758
M Wealth Management LLC
California
$202K +$209K +214 New
OPOWM
3759
One Plus One Wealth Management
Florida
$201K -$195K -200 -48%
BSHC
3760
Breed's Hill Capital
Massachusetts
$201K +$207K +212 New
SDIC
3761
South Dakota Investment Council
South Dakota
$199K +$107K +110 +110%
BA
3762
Bellwether Advisors
Nebraska
$198K -$9.75K -10 -5%
EFMH
3763
E Fund Management (HK)
Hong Kong
$197K +$79.9K +82 +65%
PIS
3764
POM Investment Strategies
North Carolina
$195K
PW
3765
Pandora Wealth
Illinois
$189K +$195K +200 New
RWM
3766
Rialto Wealth Management
New York
$184K +$5.85K +6 +3%
FC
3767
Family CFO
California
$180K
VFIC
3768
Valley Forge Investment Consultants
Pennsylvania
$178K +$183K +188 New
VWA
3769
Valued Wealth Advisors
Utah
$175K -$12.7K -13 -7%
LAMC
3770
Longview Asset Management (California)
California
$174K
NWMP
3771
Noble Wealth Management PBC
Colorado
$173K
EIM
3772
Essex Investment Management
Massachusetts
$170K
FWP
3773
Fiduciary Wealth Partners
Massachusetts
$170K +$175K +180 New
FNWA
3774
Financial Network Wealth Advisors
Utah
$169K +$74.1K +76 +74%
SCB
3775
Saudi Central Bank
Saudi Arabia
$166K +$171K +175 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.