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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.89B +$34.2M +35,113 +2%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$1.61B -$7.98M -8,187 -0.5%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.52B -$150M -154,231 -9%
Ameriprise
29
Ameriprise
Minnesota
$1.46B +$26.8M +27,491 +2%
Deutsche Bank
30
Deutsche Bank
Germany
$1.41B +$29.9M +30,714 +2%
Barclays
31
Barclays
United Kingdom
$1.39B +$32.9M +33,725 +2%
Raymond James Financial
32
Raymond James Financial
Florida
$1.26B -$12.7M -13,062 -1%
American Century Companies
33
American Century Companies
Missouri
$1.24B -$94.5M -96,914 -7%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.18B +$292K +300 +0%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$1.18B -$454M -465,458 -27%
Corient Private Wealth
36
Corient Private Wealth
Florida
$1.16B -$143M -146,873 -11%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$1.14B +$132M +135,085 +13%
Principal Financial Group
38
Principal Financial Group
Iowa
$1.11B -$81.2M -83,235 -7%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$1.07B -$67.1M -68,846 -6%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$1.02B +$17.2M +17,654 +2%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$991M -$654K -671 -0.1%
LPL Financial
42
LPL Financial
California
$922M +$60.1M +61,632 +7%
Franklin Resources
43
Franklin Resources
California
$889M -$46.2M -47,373 -5%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$888M -$38M -38,957 -4%
Capital Research Global Investors
45
Capital Research Global Investors
California
$850M +$120M +123,112 +16%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$836M -$303K -311 -0%
Bessemer Group
47
Bessemer Group
New Jersey
$829M +$98.7M +101,220 +13%
National Pension Service
48
National Pension Service
South Korea
$815M +$38M +39,012 +5%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$812M +$93.6M +96,035 +13%
EHC
50
Everett Harris & Co
California
$801M -$4.64M -4,758 -0.6%

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.