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Costco

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: 4,0023,932 (-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: 320235 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
4051
One Plus One Wealth Management
Florida
-$211K -213 Closed
PF
4052
Parker Financial
Washington
-$211K -213 Closed
IVP
4053
Intrinsic Value Partners
Arizona
-$210K -212 Closed
1CP
4054
17 Capital Partners
Arizona
-$209K -211 Closed
CFG
4055
Carter Financial Group
Illinois
-$208K -211 Closed
IFA
4056
Interactive Financial Advisors
Illinois
-$209K -211 Closed
AA
4057
ACT Advisors
North Carolina
-$208K -210 Closed
AIM
4058
Athena Investment Management
California
-$208K -210 Closed
FAM
4059
Fenimore Asset Management
New York
-$208K -210 Closed
RFN
4060
Redwood Financial Network
Ohio
-$208K -210 Closed
GSF
4061
Grove Street Fiduciary
New Hampshire
-$207K -209 Closed
NAG
4062
Northstar Advisory Group
New Jersey
-$207K -209 Closed
ASW
4063
Astoria Strategic Wealth
Texas
-$206K -208 Closed
NPI
4064
New Perspectives Inc
Mississippi
-$206K -208 Closed
VI
4065
Versor Investments
New York
-$206K -208 Closed
AM
4066
Atwater Malick
Pennsylvania
-$205K -207 Closed
SWMP
4067
Signature Wealth Management Partners
New Jersey
-$205K -207 Closed
WFG
4068
Wills Financial Group
Virginia
-$205K -207 Closed
CFC
4069
Coyle Financial Counsel
Illinois
-$204K -206 Closed
JA
4070
JVL Associates
Michigan
-$204K -206 Closed
KFS
4071
Keynote Financial Services
Connecticut
-$204K -206 Closed
2WWM
4072
21 West Wealth Management
California
-$203K -205 Closed
HKAM
4073
Horizon Kinetics Asset Management
New York
-$203K -205 Closed
MAM
4074
McCarthy Asset Management
California
-$202K -204 Closed
OWMIAS
4075
One Wealth Management Investment & Advisory Services
Florida
-$202K -204 Closed

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.