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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
PCM
4001
Polymer Capital Management
New York
-$650K -709 Closed
Tudor Investment Corp
4002
Tudor Investment Corp
Connecticut
-$682K -700 Closed
Impax Asset Management Group
4003
Impax Asset Management Group
United Kingdom
-$634K -692 Closed
NWWA
4004
New Wave Wealth Advisors
Arkansas
-$625K -682 Closed
NCFG
4005
New Century Financial Group
New Jersey
-$623K -680 Closed
PIAS
4006
PCA Investment Advisory Services
Ohio
-$621K -678 Closed
EP
4007
Essential Planning
New Hampshire
-$589K -634 Closed
IF
4008
IRON Financial
Illinois
-$570K -622 Closed
XC
4009
XY Capital
Hong Kong
-$503K -516 Closed
CP
4010
Castleview Partners
Texas
-$435K -478 Closed
EFP
4011
Elser Financial Planning
Indiana
-$422K -461 Closed
BAS
4012
Breakthru Advisory Services
Wisconsin
-$395K -431 Closed
FIC
4013
Family Investment Center
Missouri
-$390K -425 Closed
VCM
4014
Voleon Capital Management
California
-$388K -423 Closed
IDBONY
4015
Israel Discount Bank of New York
New York
-$375K -409 Closed
TI
4016
tru Independence
Oregon
-$370K -404 Closed
B
4017
Barings
North Carolina
-$347K -379 Closed
TLFA
4018
True Link Financial Advisors
California
-$347K -379 Closed
XPN
4019
XY Planning Network
Montana
-$338K -368 Closed
PCM
4020
Peirce Capital Management
Texas
-$332K -362 Closed
BWM
4021
Bosman Wealth Management
California
-$323K -352 Closed
EWA
4022
Evolution Wealth Advisors
Florida
-$299K -326 Closed
AIP
4023
Almanack Investment Partners
Pennsylvania
-$298K -325 Closed
GJCM
4024
Grand Jean Capital Management
California
-$298K -325 Closed
BAM
4025
Blueshift Asset Management
New Jersey
-$297K -324 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.