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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
PSB
3776
Piscataqua Savings Bank
New Hampshire
$166K +$73.1K +75 +75%
ACM
3777
Aster Capital Management
United Arab Emirates
$165K -$998K -1,024 -87%
CWM
3778
Consultiva Wealth Management
Puerto Rico
$164K
CIAS
3779
CBIZ Investment Advisory Services
Ohio
$163K +$39K +40 +30%
RPA
3780
Redwood Park Advisors
California
$163K +$10.7K +11 +7%
SFGP
3781
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$159K -$248K -254 -60%
BAM
3782
Byrne Asset Management
New Jersey
$158K -$27.3K -28 -14%
CWP
3783
Clark Wealth Partners
Illinois
$158K +$975 +1 +0.6%
WAG
3784
Wiser Advisor Group
Arizona
$155K +$13.7K +14 +9%
CTWM
3785
Cherry Tree Wealth Management
Minnesota
$155K
CIA
3786
Cape Investment Advisory
Georgia
$154K -$2.92K -3 -2%
GK
3787
Graney & King
New York
$153K +$12.7K +13 +9%
AEPWM
3788
Atlantic Edge Private Wealth Management
Florida
$153K +$14.6K +15 +10%
1L
3789
10Elms LLP
Oklahoma
$151K
ACM
3790
Adalta Capital Management
New York
$151K
NC
3791
NewSquare Capital
Pennsylvania
$151K +$121K +124 +354%
JGIA
3792
Jackson Grant Investment Advisers
Connecticut
$148K
IWM
3793
Inlight Wealth Management
Georgia
$147K +$151K +155 New
FWM
3794
Focused Wealth Management
New York
$145K +$150K +154 New
MIFH
3795
Migdal Insurance & Financial Holdings
Israel
$145K +$149K +153 New
BIA
3796
Bell Investment Advisors
California
$145K +$1.95K +2 +1%
TWD
3797
True Wealth Design
Ohio
$143K +$25.3K +26 +21%
JAM
3798
JCIC Asset Management
Ontario, Canada
$142K
RI
3799
Ridgewood Investments
New Jersey
$140K +$2.92K +3 +2%
FGAM
3800
Financial Gravity Asset Management
Texas
$139K +$143K +147 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.