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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
IAA
451
Independent Advisor Alliance
North Carolina
$33.1M -$147K -151 -0.4%
SWM
452
Spire Wealth Management
Virginia
$33M +$452K +464 +1%
ECM
453
Estabrook Capital Management
New York
$32.9M -$2.71M -2,775 -7%
SAM
454
Silvercrest Asset Management
New York
$32.8M +$1.2M +1,234 +4%
SIMG
455
Sonora Investment Management Group
Arizona
$32.7M +$74.1K +76 +0.2%
BWP
456
Barlow Wealth Partners
Kentucky
$32.7M +$213K +218 +0.7%
GAI
457
General American Investors
New York
$32.6M -$3.9M -4,000 -10%
DP
458
Dearborn Partners
Illinois
$32.4M -$6.92M -7,093 -17%
IFG
459
Independent Financial Group
California
$32.3M +$486K +498 +1%
RAM
460
Rempart Asset Management
Canada
$32.2M -$4.16M -4,265 -11%
CIC
461
Carnegie Investment Counsel
Ohio
$32M -$559K -573 -2%
PWP
462
Private Wealth Partners
California
$31.9M -$304K -312 -0.9%
KJWM
463
Kiley Juergens Wealth Management
Washington
$31.9M +$474K +486 +1%
AT
464
AMF Tjänstepension
Sweden
$31.8M +$1.3M +1,335 +4%
PA
465
Profund Advisors
Maryland
$31.6M -$4.02M -4,120 -11%
IMCOOI
466
Investment Management Corp of Ontario (IMCO)
Canada
$31.6M +$417K +428 +1%
ICP
467
Ironvine Capital Partners
Nebraska
$31.6M -$320K -328 -1%
BA
468
Bridgewater Associates
Connecticut
$31.3M -$46.1M -47,248 -59%
BCP
469
Blue Chip Partners
Michigan
$31.1M +$717K +735 +2%
HIC
470
Harvey Investment Company
Kentucky
$30.8M -$220K -226 -0.7%
WTC
471
WhitTier Trust Company
Nevada
$30.8M +$426K +437 +1%
VRS
472
Virginia Retirement Systems
Virginia
$30.7M +$31.7M +32,507 New
AAS
473
Annex Advisory Services
Wisconsin
$30.7M +$2.35M +2,410 +8%
AWM
474
AE Wealth Management
Kansas
$30.5M +$3.13M +3,208 +11%
BMM
475
Buffington Mohr McNeal
Idaho
$30.4M -$2.78M -2,850 -8%

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.