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
RA
3901
Resolute Advisors
California
$21.8K -$385K -395 -94%
MFC
3902
Mechanics Financial Corp
Ohio
$19.9K
RJA
3903
Ross\Johnson & Associates
Minnesota
$19.9K +$20.5K +21 New
FW
3904
Fairway Wealth
Ohio
$19.5K -$7.8K -8 -28%
CW
3905
Cooksen Wealth
Texas
$18.3K +$24.4K +25 New
MAFA
3906
MJT & Associates Financial Advisory
Minnesota
$18K +$18.5K +19 New
IA
3907
IFS Advisors
Kansas
$18K
MDA
3908
Minot DeBlois Advisors
Massachusetts
$17.7K
1IA
3909
1620 Investment Advisors
Massachusetts
$17.6K -$10.7K -11 -37%
FFL
3910
Financial Freedom LLC
Ohio
$16.4K
PCM
3911
Perritt Capital Management
Illinois
$15.2K +$7.8K +8 +100%
WA
3912
WestEnd Advisors
North Carolina
$15.1K +$10.7K +11 +220%
HC
3913
Hurley Capital
New York
$14.4K
KSWA
3914
Kathleen S. Wright Associates
Pennsylvania
$14.2K
RWA
3915
Redmont Wealth Advisors
Illinois
$14.2K +$14.6K +15 New
PWA
3916
Principia Wealth Advisory
Texas
$13.5K +$3.9K +4 +40%
IMC
3917
Investment Management Corporation
Virginia
$12.7K -$13.7K -14 -52%
DMIC
3918
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.3K -$48.7K -50 -79%
LIM
3919
Longfellow Investment Management
Massachusetts
$12.3K
APF
3920
Alaska Permanent Fund
Alaska
$11.9K
CI
3921
Clal Insurance
Israel
$11K +$9.75K +10 +500%
MDCM
3922
Morgan Dempsey Capital Management
Wisconsin
$10.4K
PS
3923
PayPay Securities
Japan
$10.3K -$975 -1 -9%
PMIM
3924
Prudent Man Investment Management
Colorado
$10.1K
KFP
3925
Keener Financial Planning
Texas
$10K

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.