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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
HIW
3876
Holos Integrated Wealth
Pennsylvania
$40.7K -$28.3K -29 -40%
CNBT
3877
Cornerstone National Bank & Trust
Illinois
$40.7K
SC
3878
Steph & Co
Wisconsin
$40.7K +$2.92K +3 +8%
RWML
3879
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$39.7K
RL
3880
Rogco LP
Oklahoma
$38.8K
WFA
3881
West Financial Advisors
Iowa
$38.8K
SA
3882
SRH Advisors
Kansas
$37.8K
AFS
3883
Anderson Financial Strategies
Ohio
$37.8K +$35.1K +36 +900%
CWM
3884
CarsonAllaria Wealth Management
Illinois
$37.1K
CF
3885
Collier Financial
Colorado
$35.9K
NSG
3886
Nalls Sherbakoff Group
Tennessee
$33.1K +$34.1K +35 New
HCA
3887
Heck Capital Advisors
Wisconsin
$31.2K
DPW
3888
DiNuzzo Private Wealth
Pennsylvania
$29.3K -$975 -1 -3%
CMBA
3889
C.M. Bidwell & Associates
Hawaii
$28.4K -$370K -380 -93%
SIM
3890
Studio Investment Management
Illinois
$27.4K
CAIM
3891
Catherine Avery Investment Management
Florida
$26.5K
SGC
3892
Slocum, Gordon & Co
Rhode Island
$26.5K
EA
3893
Evolution Advisers
Virginia
$26K -$7.8K -8 -22%
FS
3894
Financially Speaking
Colorado
$24.6K -$172K -176 -87%
NRWA
3895
North Ridge Wealth Advisors
Oregon
$23.6K -$24.4K -25 -50%
BSC
3896
Brown Shipley & Co
United Kingdom
$23.6K -$9.75K -10 -29%
EPW
3897
Evergreen Private Wealth
Colorado
$23.6K
FFA
3898
Frazier Financial Advisors
Ohio
$23.6K
GIS
3899
Grayhawk Investment Strategies
Alberta, Canada
$22.7K
MFA
3900
McClarren Financial Advisors
Pennsylvania
$22K +$1.84M +1,886 +8,200%

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.