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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
VIS
3826
Vega Investment Solutions
France
$98.4K +$101K +104 New
MUAMU
3827
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$95K -$292K -300 -75%
NL
3828
NKCFO LLC
Illinois
$95K -$107K -110 -52%
BI
3829
Binnacle Investments
Iowa
$94.6K +$97.5K +100 New
PG
3830
Proffitt & Goodson
Tennessee
$93.6K
NC
3831
North Capital
Utah
$93.6K +$96.5K +99 New
POIA
3832
Pin Oak Investment Advisors
Texas
$93K
CRFG
3833
Columbia River Financial Group
Washington
$93K +$95.5K +98 New
WW
3834
Winnow Wealth
Texas
$92K +$3.9K +4 +4%
BGAI
3835
Bruce G. Allen Investments
Colorado
$90.8K
KTC
3836
Kentucky Trust Company
Kentucky
$85.1K
WCM
3837
WealthTrak Capital Management
Virginia
$82.3K +$13.7K +14 +19%
LC
3838
Lavaca Capital
Texas
$80.4K
CTB
3839
Country Trust Bank
Illinois
$79.4K -$1.95K -2 -2%
KPP
3840
Kings Path Partners
Texas
$79.4K
BIM
3841
Breakwater Investment Management
Washington
$76.6K
WAOTB
3842
Wealth Advisors of Tampa Bay
Florida
$76.6K +$79K +81 New
MIM
3843
Marshall Investment Management
Colorado
$74.7K
IHWM
3844
Iron Horse Wealth Management
Iowa
$73.8K -$8.78K -9 -10%
APW
3845
Atlantic Private Wealth
North Carolina
$70.9K
CC
3846
Centiva Capital
New York
$70.9K +$73.1K +75 New
PP
3847
Pingora Partners
Wyoming
$70K -$9.75K -10 -12%
CJH
3848
Christopher J. Hasenberg
Wisconsin
$69.7K
RFA
3849
Reyes Financial Architecture
California
$67.3K -$1.19M -1,218 -94%
BDPWM
3850
Barnes Dennig Private Wealth Management
Ohio
$64.3K +$66.3K +68 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.