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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
NCM
4026
Next Capital Management
New York
-$297K -324 Closed
BBWP
4027
Beacon Bridge Wealth Partners
Pennsylvania
-$282K -307 Closed
WFS
4028
Walker Financial Services
Kentucky
-$279K -304 Closed
PCMF
4029
Private Capital Management (Florida)
Florida
-$273K -298 Closed
PWSG
4030
Pacific Wealth Strategies Group
California
-$267K -291 Closed
IPW
4031
Impact Partnership Wealth
Georgia
-$258K -282 Closed
OCM
4032
Objective Capital Management
Ohio
-$258K -282 Closed
AWA
4033
Authentikos Wealth Advisory
California
-$251K -274 Closed
CNTOF
4034
Canandaigua National Trust of Florida
New York
-$244K -266 Closed
AC
4035
ASB Consultores
Florida
-$238K -260 Closed
TVAMP
4036
Tennessee Valley Asset Management Partners
Tennessee
-$228K -249 Closed
GFWA
4037
Grey Fox Wealth Advisors
Delaware
-$227K -248 Closed
XT
4038
XTX Topco
Cayman Islands
-$224K -245 Closed
IDA
4039
Intelligence Driven Advisers
California
-$214K -234 Closed
AIM
4040
Athena Investment Management
California
-$211K -230 Closed
BFAG
4041
Blackston Financial Advisory Group
Florida
-$207K -226 Closed
BCM
4042
Bienville Capital Management
New York
-$206K -225 Closed
AWA
4043
Aquire Wealth Advisors
Utah
-$204K -223 Closed
VI
4044
VanderPol Investments
Michigan
-$202K -220 Closed
ZIG
4045
Zuckerman Investment Group
Illinois
-$207K -206 Closed
FG
4046
Fairman Group
Pennsylvania
-$183K -200 Closed
MW
4047
Members Wealth
Pennsylvania
-$209K -196 Closed
QL
4048
Quarry LP
New York
-$168K -183 Closed
DRP
4049
Decker Retirement Planning
Utah
-$152K -166 Closed
MB
4050
Mizuho Bank
Japan
-$147K -160 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.