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
CAWM
3851
Capital A Wealth Management
Pennsylvania
$63.4K +$3.9K +4 +6%
RWS
3852
Retirement Wealth Solutions
Wisconsin
$61.7K +$5.85K +6 +10%
BTC
3853
Bank & Trust Company
Illinois
$61.5K +$10.7K +11 +20%
SVWA
3854
Sarver Vrooman Wealth Advisors
Missouri
$61.5K +$63.4K +65 New
LWA
3855
Lowe Wealth Advisors
Maryland
$60.5K -$23.4K -24 -27%
RA
3856
Ransom Advisory
Rhode Island
$60.5K
ZRP
3857
Zynergy Retirement Planning
New Jersey
$56.8K
YAL
3858
Your Advocates Ltd
Texas
$55.8K
AP
3859
Aspect Partners
Virginia
$53K +$10.7K +11 +24%
CIR
3860
Clear Investment Research
Georgia
$52.2K
SWC
3861
Spectrum Wealth Counsel
Indiana
$51.1K -$31.2K -32 -37%
CAM
3862
Chesapeake Asset Management
New York
$49.2K -$1.95K -2 -4%
KWM
3863
Kiker Wealth Management
Georgia
$49.1K +$50.7K +52 New
MBFW
3864
Morton Brown Family Wealth
Pennsylvania
$48.6K +$5.85K +6 +13%
EI
3865
eCIO Inc
Wisconsin
$48.2K +$49.7K +51 New
SC
3866
Swan Capital
Florida
$47.3K
WOC
3867
West Oak Capital
California
$45.6K -$480K -492 -9%
SFA
3868
Semmax Financial Advisors
North Carolina
$45.6K +$2.92K +3 +7%
WAM
3869
Wolverine Asset Management
Illinois
$45.4K -$92.6K -95 -66%
RWM
3870
Ruedi Wealth Management
Illinois
$44.6K
FWA
3871
FSC Wealth Advisors
New York
$43.5K +$975 +1 +2%
PCA
3872
PMV Capital Advisers
Texas
$42.6K
SIM
3873
Synergy Investment Management
Florida
$41.6K +$9.75K +10 +29%
SRCM
3874
Signature Resources Capital Management
California
$40.9K
BC
3875
Barrett & Company
Rhode Island
$40.7K

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.