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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
NIM
3801
Nexus Investment Management
Ontario, Canada
$136K +$97.5K +100 New
PWMG
3802
Private Wealth Management Group
New Jersey
$136K -$4.88K -5 -3%
CWM
3803
Cedar Wealth Management
California
$135K
RCM
3804
Richardson Capital Management
Wisconsin
$134K
VWA
3805
VSM Wealth Advisory
Maryland
$127K
CCM
3806
Cutler Capital Management
Massachusetts
$125K +$129K +132 New
PA
3807
PSI Advisors
Florida
$124K -$7.8K -8 -6%
NECFA
3808
New England Capital Financial Advisors
Connecticut
$123K
LC
3809
Luminist Capital
Michigan
$122K +$10.7K +11 +9%
PWM
3810
Proathlete Wealth Management
Florida
$121K +$124K +127 New
HHGA
3811
Halbert Hargrove Global Advisors
California
$121K +$16.6K +17 +15%
MAS
3812
MPWM Advisory Solutions
Georgia
$121K
C
3813
Covestor
United Kingdom
$119K +$8.78K +9 +8%
EPAM
3814
Evelyn Partners Asset Management
$118K +$22.4K +23 +23%
RAM
3815
Ramirez Asset Management
New York
$118K -$24.4K -25 -17%
DFA
3816
DHJJ Financial Advisors
Illinois
$117K +$23.4K +24 +24%
MFT
3817
Moisand Fitzgerald Tamayo
Florida
$115K
APW
3818
Acima Private Wealth
Virginia
$114K
CWA
3819
Carolina Wealth Advisors
South Carolina
$110K -$51.7K -53 -31%
OA
3820
Operose Advisors
Wisconsin
$109K +$8.78K +9 +8%
MFG
3821
Mendota Financial Group
Wisconsin
$107K -$9.75K -10 -8%
CWM
3822
Cranbrook Wealth Management
Michigan
$106K
SWIM
3823
Smallwood Wealth Investment Management
New Jersey
$105K +$108K +111 New
AW
3824
Avion Wealth
Texas
$104K
CAC
3825
Core Alternative Capital
Georgia
$101K -$65.3K -67 -39%

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.