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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
AAIS
401
ABN AMRO Investment Solutions
$41.8M -$15.7M -16,078 -27%
FT
402
Fiduciary Trust
Massachusetts
$41.3M +$418K +429 +1%
Credit Agricole
403
Credit Agricole
France
$41.2M -$13.6M -13,939 -24%
UAM
404
UAS Asset Management
New York
$41.1M +$5.6M +5,740 +15%
NAM
405
NorthCrest Asset Manangement
Minnesota
$40.9M -$33.1K -34 -0.1%
Nomura Holdings
406
Nomura Holdings
Japan
$40.9M -$7.27M -7,452 -15%
YIA
407
YHB Investment Advisors
Connecticut
$40.8M -$318K -326 -0.8%
CF
408
Covea Finance
France
$40.7M -$7.01M -7,188 -14%
VA
409
Vident Advisory
Georgia
$40.7M +$21.1M +21,669 +102%
TIA
410
Tandem Investment Advisors
South Carolina
$40.5M +$1.87M +1,921 +5%
MAM
411
Martingale Asset Management
Massachusetts
$39.9M -$1.95M -2,001 -5%
FDCP
412
Foster Dykema Cabot & Partners
Massachusetts
$39.8M +$167K +171 +0.4%
IIM
413
INTECH Investment Management
Florida
$39.7M -$7.65M -7,844 -16%
CCM
414
Chilton Capital Management
Texas
$39.4M -$394K -404 -1%
BWFA
415
Baltimore-Washington Financial Advisors
Maryland
$39M +$637K +653 +2%
TW
416
Trajan Wealth
Arizona
$39M +$2.76M +2,831 +7%
Hudson Bay Capital Management
417
Hudson Bay Capital Management
Connecticut
$38.6M +$34.8M +35,696 +705%
EMPI
418
Elo Mutual Pension Insurance
Finland
$38.2M -$86.8K -89 -0.2%
MIM
419
Marco Investment Management
Georgia
$38.1M -$278K -285 -0.7%
B
420
Bailard
California
$38M +$1.25M +1,281 +3%
BBVA
421
Banco Bilbao Vizcaya Argentaria
Spain
$37.9M -$927K -951 -2%
HCMT
422
Highland Capital Management (Tennessee)
Tennessee
$37.9M +$2.25M +2,306 +6%
ACM
423
Advisors Capital Management
New Jersey
$37.8M -$290K -297 -0.7%
MFAM
424
Motley Fool Asset Management
Virginia
$37.5M -$656K -673 -2%
PFPT
425
Pinnacle Financial Partners (Tennessee)
Tennessee
$37.4M +$1.18M +1,207 +3%

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.