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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
RCW
376
Rheos Capital Works
Japan
$47.3M +$25.7M +26,400 +112%
CII
377
Capital International Inc
California
$46.8M +$3.72M +3,814 +8%
HAM
378
Hyperion Asset Management
Australia
$46.7M -$2.33M -2,389 -5%
CBUSF
379
Construction & Building Unions Superannuation Fund
Australia
$46.7M -$97.5K -100 -0.2%
JAM
380
Jupiter Asset Management
United Kingdom
$46.6M +$21.5M +22,023 +81%
RWP
381
RWA Wealth Partners
Massachusetts
$45.9M -$1.52M -1,555 -3%
MAM
382
Meeder Asset Management
Ohio
$45.9M +$1.01M +1,038 +2%
CA
383
Clearstead Advisors
Ohio
$45.7M +$1.48M +1,521 +3%
CP
384
Cumberland Partners
Ontario, Canada
$45.7M +$729K +748 +2%
MFIM
385
Mesirow Financial Investment Management
Illinois
$45.7M +$2.25M +2,307 +5%
SCTC
386
Sanibel Captiva Trust Company
Florida
$45.5M +$304K +312 +0.7%
RPGK
387
Retirement Planning Group (Kansas)
Kansas
$45.3M +$14.2M +14,588 +44%
JFL
388
Jarislowsky, Fraser Ltd
Quebec, Canada
$44.8M -$3.3M -3,382 -7%
BIM
389
Bridges Investment Management
Nebraska
$44.8M +$76K +78 +0.2%
JSSH
390
J. Safra Sarasin Holding
$44.6M +$2.97M +3,042 +7%
AssetMark Inc
391
AssetMark Inc
California
$44.6M +$4.72M +4,846 +11%
PA
392
Parallel Advisors
California
$43.9M -$241K -247 -0.5%
AAS
393
Avantax Advisory Services
Texas
$43.4M +$3.48M +3,574 +8%
TAF
394
Tredje AP-fonden
Sweden
$43.3M -$40.3M -41,297 -47%
CPC
395
Cookson Peirce & Co
Pennsylvania
$42.9M -$668K -685 -1%
AWM
396
Apollon Wealth Management
South Carolina
$42.8M +$10.9M +11,171 +33%
IMRF
397
Illinois Municipal Retirement Fund
Illinois
$42.8M -$825K -846 -2%
Rafferty Asset Management
398
Rafferty Asset Management
New York
$42.5M -$7.25M -7,438 -14%
AWS
399
Atria Wealth Solutions
New York
$42.4M -$5.77M -5,921 -12%
Luther King Capital Management (LKCM)
400
Luther King Capital Management (LKCM)
Texas
$42.2M +$3.4M +3,484 +8%

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.