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Costco

4,003 hedge funds and large institutions have $302B invested in Costco in 2025 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 1,745 increasing their positions, 1,510 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 98

16% more repeat investments, than reductions

Existing positions increased: 1,745 | Existing positions reduced: 1,510

1% more funds holding

Funds holding: 3,9444,003 (+59)

5% more capital invested

Capital invested by funds: $288B → $302B (+$13.9B)

0.19% more ownership

Funds ownership: 68.75%68.94% (+0.19%)

10% less funds holding in top 10

Funds holding in top 10: 357320 (-37)

25% less call options, than puts

Call options by funds: $6.82B | Put options by funds: $9.1B

Holders
4,003
Holders Change
+59
Holders Change %
+1.5%
% of All Funds
52.7%
Holding in Top 10
320
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-10.36%
% of All Funds
4.21%
New
211
Increased
1,745
Reduced
1,510
Closed
98
Calls
$6.82B
Puts
$9.1B
Net Calls
-$2.28B
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
SCB
4076
Saudi Central Bank
Saudi Arabia
-$166K -175 Closed
SFGP
4077
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$159K -168 Closed
WAG
4078
Wiser Advisor Group
Arizona
-$155K -164 Closed
FWM
4079
Focused Wealth Management
New York
-$145K -154 Closed
CCM
4080
Cutler Capital Management
Massachusetts
-$125K -132 Closed
PA
4081
PSI Advisors
Florida
-$124K -131 Closed
CRFG
4082
Columbia River Financial Group
Washington
-$93K -98 Closed
WW
4083
Winnow Wealth
Texas
-$92K -98 Closed
WAOTB
4084
Wealth Advisors of Tampa Bay
Florida
-$76.6K -81 Closed
MIM
4085
Marshall Investment Management
Colorado
-$74.7K -79 Closed
CAWM
4086
Capital A Wealth Management
Pennsylvania
-$63.4K -67 Closed
ZRP
4087
Zynergy Retirement Planning
New Jersey
-$56.8K -62 Closed
EI
4088
eCIO Inc
Wisconsin
-$48.2K -51 Closed
RWM
4089
Ruedi Wealth Management
Illinois
-$44.6K -47 Closed
FWA
4090
FSC Wealth Advisors
New York
-$43.5K -46 Closed
SIM
4091
Synergy Investment Management
Florida
-$41.6K -44 Closed
AFS
4092
Anderson Financial Strategies
Ohio
-$37.8K -40 Closed
SIM
4093
Studio Investment Management
Illinois
-$27.4K -29 Closed
RA
4094
Resolute Advisors
California
-$21.8K -23 Closed
DMIC
4095
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$12.3K -13 Closed
IMC
4096
Investment Management Corporation
Virginia
-$12.7K -13 Closed
APF
4097
Alaska Permanent Fund
Alaska
-$11.9K -12 Closed
EWA
4098
EQ Wealth Advisors
Texas
-$4.73K -5 Closed
AS
4099
Altshuler Shaham
Israel
-$3.98K -4 Closed
UFF
4100
USA Financial Formulas
Michigan
-$1.89K -2 Closed

COST Hedge Fund Activity: Q2 2025 in Review

4,003 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q2 2025, worth a combined $302B — up 4.8% from $288B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new COST positions and 98 closed out — a net gain of 113 holders — while 1,745 added to existing stakes and 1,510 trimmed.

The largest buyer was Vanguard Group, adding an estimated $707M. The largest seller was AllianceBernstein, cutting an estimated $1.03B.

  • 4,003 institutional investors held Costco (COST) as of Q2 2025, up from 3,944 in Q1 2025.
  • Funds reported $302B of Costco stock for Q2 2025, up 4.8% quarter-over-quarter.
  • 211 funds opened new Costco positions in Q2 2025 and 98 closed out, a net change of +113 holders.
  • The largest Costco buyer in Q2 2025 was Vanguard Group, an estimated $707M added.
  • The largest Costco seller in Q2 2025 was AllianceBernstein, an estimated $1.03B sold.

Based on aggregated 13F filings for Q2 2025.