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Costco
COST

3,932 hedge funds and large institutions have $274B invested in Costco in 2025 Q3 according to their latest regulatory filings, with 169 funds opening new positions, 1,653 increasing their positions, 1,586 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 1,653 | Existing positions reduced: 1,586

1% less first-time investments, than exits

New positions opened: 169 | Existing positions closed: 170

9% less call options, than puts

Call options by funds: $9.17B | Put options by funds: $10.1B

2% less funds holding

Funds holding: 4,002 → 3,932 (-70)

1.99% less ownership

Funds ownership: 68.94% → 66.95% (-2%)

9% less capital invested

Capital invested by funds: $302B → $274B (-$27.8B)

27% less funds holding in top 10

Funds holding in top 10: 320 → 235 (-85)

Holders
3,932
Holders Change
-70
Holders Change %
-1.75%
% of All Funds
51.61%
Holding in Top 10
235
Holding in Top 10 Change
-85
Holding in Top 10 Change %
-26.56%
% of All Funds
3.08%
New
169
Increased
1,653
Reduced
1,586
Closed
170
Calls
$9.17B
Puts
$10.1B
Net Calls
-$902M
Net Calls Change
+$1.38B

Top Buyers

1
Amundi
Amundi
France
+$945M
2
Goldman Sachs
Goldman Sachs
New York
+$592M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$419M
4
Citadel Advisors
Citadel Advisors
Florida
+$405M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$380M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.4B
2
N
Nuveen
North Carolina
-$914M
3
BlackRock
BlackRock
New York
-$769M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$727M
5
Axa
Axa
France
-$376M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3951
Dorsey Wright & Associates
California
– -$4.29M -4,338 Closed
DL
3952
DOHJ LLC
Washington
– -$4.1M -4,204 Closed
PA
3953
Prossimo Advisors
California
– -$3.78M -3,814 Closed
SM
3954
Sciencast Management
New Jersey
– -$3.68M -3,718 Closed
Alyeska Investment Group
3955
Alyeska Investment Group
Illinois
– -$3.63M -3,664 Closed
PMAM
3956
Picton Mahoney Asset Management
Ontario, Canada
– -$3.58M -3,614 Closed
MPA
3957
Marvin & Palmer Associates
Delaware
– -$3.05M -3,083 Closed
OTL
3958
Oak Thistle LLC
New York
– -$2.83M -2,861 Closed
SPS
3959
Susquehanna Portfolio Strategies
Pennsylvania
– -$2.64M -2,665 Closed
CC
3960
Centiva Capital
New York
– -$2.51M -2,532 Closed
IC
3961
Iconiq Capital
California
– -$2.42M -2,448 Closed
PA
3962
Paragon Advisors
Texas
– -$2.2M -2,225 Closed
MS
3963
Maven Securities
Jersey
– -$1.91M -1,932 Closed
SWGC
3964
Summit Wealth Group (Colorado)
Colorado
– -$1.7M -1,717 Closed
FIM
3965
Freedom Investment Management
Connecticut
– -$1.64M -1,660 Closed
NFG
3966
Norris Financial Group
South Carolina
– -$1.63M -1,650 Closed
ES
3967
Element Squared
Minnesota
– -$1.61M -1,630 Closed
GCM
3968
Genus Capital Management
British Columbia, Canada
– -$1.58M -1,601 Closed
CIM
3969
Caldwell Investment Management
Ontario, Canada
– -$1.48M -1,500 Closed
WLG
3970
Williamson Legacy Group
Indiana
– -$1.27M -1,284 Closed
MC
3971
Martin & Co
Tennessee
– -$1.24M -1,254 Closed
VSQM
3972
V-Square Quantitative Management
Illinois
– -$1.22M -1,231 Closed
QIM
3973
Quantitative Investment Management
Virginia
– -$1.13M -1,143 Closed
HFRG
3974
Houlihan Financial Resource Group
Virginia
– -$1.03M -1,046 Closed
SIM
3975
Seaview Investment Managers
Florida
– -$1.01M -1,020 Closed
157 158
159
160 161

COST Hedge Fund Activity: Q3 2025 in Review

3,932 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q3 2025, worth a combined $274B — down 9.2% from $302B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of COST and 169 opened new positions — a net loss of 1 holder — while 1,586 trimmed existing stakes and 1,653 added.

The largest buyer was Amundi, adding an estimated $945M. The largest seller was Fidelity Investments, cutting an estimated $1.4B.

  • 3,932 institutional investors held Costco (COST) as of Q3 2025, down from 4,002 in Q2 2025.
  • Funds reported $274B of Costco stock for Q3 2025, down 9.2% quarter-over-quarter.
  • 169 funds opened new Costco positions in Q3 2025 and 170 closed out, a net change of -1 holder.
  • The largest Costco buyer in Q3 2025 was Amundi, an estimated $945M added.
  • The largest Costco seller in Q3 2025 was Fidelity Investments, an estimated $1.4B sold.

Based on aggregated 13F filings for Q3 2025.