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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
EGM
476
Engineers Gate Manager
New York
$30.4M +$23.6M +24,172 +302%
OIAM
477
OFI Invest Asset Management
France
$30.1M -$184K -189 -0.5%
SAM
478
Shell Asset Management
Netherlands
$30M -$1.18M -1,212 -4%
EH
479
Equitable Holdings
New York
$29.9M +$4.49M +4,610 +17%
GGI
480
Godsey & Gibb Inc
Virginia
$29.9M -$535K -549 -2%
BF
481
BOK Financial
Oklahoma
$29.8M -$1.18M -1,214 -4%
TC
482
TownSquare Capital
Utah
$29.8M -$1.71M -1,759 -5%
MAM
483
Madison Asset Management
Wisconsin
$29.3M -$2.52M -2,588 -8%
ACI
484
Alpha Cubed Investments
California
$29.2M +$2.41M +2,472 +9%
WorldQuant Millennium Advisors
485
WorldQuant Millennium Advisors
New York
$29.1M -$103M -105,766 -77%
Nordea Investment Management
486
Nordea Investment Management
Sweden
$29.1M +$748K +767 +3%
PNC
487
Park National Corp
Ohio
$29M -$2.26M -2,314 -7%
ACA
488
Aptus Capital Advisors
Alabama
$28.9M +$3.94M +4,044 +15%
CG
489
Caprock Group
Idaho
$28.9M +$3.46M +3,551 +13%
BFIM
490
Beese Fulmer Investment Management
Ohio
$28.7M -$426K -437 -1%
KRS
491
Kentucky Retirement Systems
Kentucky
$28.6M -$179K -184 -0.6%
EWM
492
Empirical Wealth Management
Washington
$28.6M -$936K -960 -3%
SCA
493
Snowden Capital Advisors
New York
$28.2M +$4M +4,101 +16%
BCI
494
Brinker Capital Investments
Pennsylvania
$28M +$3.87M +3,969 +16%
OPS
495
Orion Portfolio Solutions
Nebraska
$28M +$3.87M +3,969 +16%
PP
496
Prudential plc
United Kingdom
$27.9M -$1.75M -1,793 -6%
CGPCS
497
Capital Group Private Client Services
California
$27.8M -$1.05M -1,080 -4%
CA
498
Cornerstone Advisors
North Carolina
$27.8M
FMI
499
Factory Mutual Insurance
Massachusetts
$27.6M
AAM
500
Advisors Asset Management
Colorado
$27.6M +$2.43M +2,493 +9%

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.