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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
BIP
3976
Blueprint Investment Partners
North Carolina
-$2.21M -2,411 Closed
SCM
3977
Sone Capital Management
New York
-$1.9M -2,072 Closed
TAA
3978
TB Alternative Assets
Cayman Islands
-$1.85M -2,021 Closed
ODG
3979
O'Dell Group
Ohio
-$1.73M -1,884 Closed
OTL
3980
Oak Thistle LLC
New York
-$1.41M -1,539 Closed
HAFG
3981
Hansen & Associates Financial Group
California
-$1.44M -1,534 Closed
PWM
3982
Pinnacle Wealth Management
California
-$1.39M -1,516 Closed
FA
3983
Fiducient Advisors
Illinois
-$1.33M -1,456 Closed
CBA
3984
Coastal Bridge Advisors
Connecticut
-$1.31M -1,428 Closed
FIA
3985
FNY Investment Advisers
New York
-$1.3M -1,424 Closed
JE
3986
JMAC Enterprises
Pennsylvania
-$1.28M -1,401 Closed
VEA
3987
Virtus ETF Advisers
New York
-$1.18M -1,292 Closed
AIS
3988
Accredited Investor Services
Minnesota
-$1.11M -1,214 Closed
FC
3989
Farringdon Capital
United Kingdom
-$1.11M -1,209 Closed
NWM
3990
Napa Wealth Management
California
-$1.11M -1,208 Closed
AIP
3991
Arrowpoint Investment Partners
Singapore
-$908K -931 Closed
CCP
3992
Clough Capital Partners
Massachusetts
-$829K -905 Closed
AC
3993
AXQ Capital
New Jersey
-$760K -829 Closed
WAM
3994
WealthTrust Asset Management
Florida
-$758K -827 Closed
FRM
3995
Fox Run Management
Connecticut
-$755K -824 Closed
4WM
3996
49 Wealth Management
Texas
-$747K -815 Closed
TC
3997
Taika Capital
Florida
-$719K -785 Closed
CIAM
3998
Caitong International Asset Management
Hong Kong
-$701K -765 Closed
BFM
3999
Boothbay Fund Management
New York
-$671K -732 Closed
FWM
4000
FFT Wealth Management
Pennsylvania
-$661K -722 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.