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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
LAM
3926
Lummis Asset Management
Texas
$9.46K
TCM
3927
TD Capital Management
Tennessee
$6.8K
PA
3928
Pineridge Advisors
Missouri
$5.67K -$7.8K -8 -57%
PWM
3929
Parkworth Wealth Management
California
$4.73K
EWA
3930
EQ Wealth Advisors
Texas
$4.73K +$4.88K +5 New
BHWM
3931
Bay Harbor Wealth Management
Maryland
$4.73K +$4.88K +5 New
BFS
3932
Burkett Financial Services
South Carolina
$3.79K
HIA
3933
HFM Investment Advisors
New Jersey
$3.78K +$3.9K +4 New
AS
3934
Altshuler Shaham
Israel
$3.78K +$3.9K +4 New
FCG
3935
Financial Connections Group
California
$3K
HCM
3936
Horrell Capital Management
Arkansas
$2.89K
FAI
3937
Fiduciary Advisors Inc
Missouri
$2.84K
BC
3938
Broadwater Capital
Massachusetts
$2.84K
CA
3939
Cohalo Advisory
Washington
$2.84K +$2.92K +3 New
PEAK6
3940
PEAK6
Illinois
$2.57K -$12.3M -12,591 -100%
UFF
3941
USA Financial Formulas
Michigan
$1.89K -$1.24M -1,275 -100%
ICCON
3942
Investment Counsel Company of Nevada
Nevada
$1.89K
MAM
3943
Marquette Asset Management
Minnesota
$1.89K +$1.95K +2 New
CCM
3944
Campbell Capital Management
Florida
$946
BGWM
3945
Bridge Generations Wealth Management
Florida
$946 +$975 +1 New
CWG
3946
C WorldWide Group
Denmark
-$376M -410,719 Closed
Holocene Advisors
3947
Holocene Advisors
New York
-$88.9M -97,000 Closed
Voloridge Investment Management
3948
Voloridge Investment Management
Florida
-$78.6M -85,771 Closed
QC
3949
Quadrature Capital
United Kingdom
-$29.1M -31,768 Closed
BGIM
3950
Boussard & Gavaudan Investment Management
United Kingdom
-$26.7M -29,000 Closed

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.