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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
HFM
426
Harvest Fund Management
China
$37.3M -$1.23M -1,262 -3%
FCH
427
Freestone Capital Holdings
Washington
$37.2M +$214K +219 +0.6%
RC
428
Randolph Company
Ohio
$37.2M -$15M -15,355 -28%
CI
429
Capital International
California
$37.2M -$1.63M -1,674 -4%
ZIM
430
Zacks Investment Management
Illinois
$37.1M +$563K +577 +1%
CC
431
Cadinha & Co
Hawaii
$37.1M -$299K -307 -0.8%
MG
432
Markel Group
Virginia
$37M
CAM
433
Cresset Asset Management
Illinois
$36.7M -$3.99M -4,089 -10%
BWP
434
Baldwin Wealth Partners
Massachusetts
$36.6M +$86.8K +89 +0.2%
SF
435
Synovus Financial
Georgia
$36.4M +$697K +715 +2%
TC
436
TwinBeech Capital
New York
$36.3M +$36.7M +37,672 +5,548%
AHC
437
Adell Harriman & Carpenter
Texas
$36.2M +$372K +382 +1%
OPERF
438
Oregon Public Employees Retirement Fund
Oregon
$36.1M +$231K +237 +0.6%
WP
439
Woodline Partners
California
$35.5M +$10.6M +10,894 +41%
TA
440
TruWealth Advisors
Louisiana
$35.4M +$661K +678 +2%
PA
441
Pinnacle Associates
New York
$35.2M -$534K -548 -1%
LC
442
Lincoln Capital
Nebraska
$34.9M -$606K -622 -2%
BHIA
443
Birch Hill Investment Advisors
Massachusetts
$34.7M -$2.35M -2,407 -6%
CAMG
444
CWA Asset Management Group
Florida
$34.6M -$636K -652 -2%
CF
445
Clarity Financial
Texas
$34.4M +$1.48M +1,523 +4%
FGP
446
Freestone Grove Partners
California
$33.6M +$34.7M +35,556 New
MSU
447
Mizuho Securities USA
New York
$33.6M -$6.29M -6,450 -15%
NRS
448
Neville Rodie & Shaw
New York
$33.6M -$637K -653 -2%
BHWM
449
Bar Harbor Wealth Management
New Hampshire
$33.5M -$720K -738 -2%
BPA
450
Beacon Pointe Advisors
California
$33.4M -$4.01M -4,117 -10%

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.