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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
PAS
3951
Park Avenue Securities
New York
-$21.8M -23,830 Closed
LP
3952
LMR Partners
United Kingdom
-$17.3M -18,860 Closed
TI
3953
Trexquant Investment
Connecticut
-$15.8M -17,278 Closed
VF
3954
Virtu Financial
New York
-$15.7M -17,136 Closed
LCM
3955
Laurion Capital Management
New York
-$15.4M -16,814 Closed
Simplex Trading
3956
Simplex Trading
Illinois
-$8.26M -8,469 Closed
SAM
3957
Scopus Asset Management
New York
-$7.75M -8,458 Closed
CPCPP
3958
Canada Post Corporation Pension Plan
Canada
-$7.23M -7,886 Closed
GCP
3959
GSA Capital Partners
United Kingdom
-$6.54M -7,141 Closed
MECA
3960
Miller Equity Capital Advisors
Texas
-$6.23M -6,800 Closed
DK
3961
DJE Kapital
Germany
-$6.16M -6,680 Closed
CFGS
3962
Concourse Financial Group Securities
Alabama
-$6.1M -6,452 Closed
FHB
3963
First Hawaiian Bank
Hawaii
-$5.29M -5,774 Closed
OQS
3964
Occudo Quantitative Strategies
Florida
-$5.12M -5,593 Closed
HCM
3965
Helios Capital Management
Singapore
-$4.21M -4,600 Closed
SI
3966
Symmetry Investments
Jersey
-$3.96M -4,319 Closed
AI
3967
Axecap Investments
Ohio
-$3.21M -3,499 Closed
IUHSA
3968
Itau Unibanco Holding S.A.
Brazil
-$3.21M -3,483 Closed
QIM
3969
Quantitative Investment Management
Virginia
-$3.09M -3,371 Closed
CCIA
3970
Campbell & Co Investment Adviser
Maryland
-$3.02M -3,300 Closed
AFM
3971
Armstrong Fleming & Moore
District of Columbia
-$3.02M -3,298 Closed
NAM
3972
Nutshell Asset Management
United Kingdom
-$2.66M -2,900 Closed
WP
3973
WMS Partners
Maryland
-$2.49M -2,714 Closed
MWM
3974
MFG Wealth Management
Indiana
-$2.34M -2,555 Closed
EMCIP
3975
Ewing Morris & Co Investment Partners
Ontario, Canada
-$2.26M -2,466 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.