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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
PAG
501
Private Advisory Group
Washington
$27.6M +$1.93M +1,981 +7%
JRP
502
Jasper Ridge Partners
California
$27.4M
WAM
503
Weatherly Asset Management
California
$27.2M -$116K -119 -0.4%
BA
504
Bristlecone Advisors
Washington
$27.1M +$1.22M +1,248 +5%
WT
505
Washington Trust
Rhode Island
$27.1M -$1.48M -1,518 -5%
GLA
506
Great Lakes Advisors
Illinois
$27M -$8.01M -8,217 -22%
ACIM
507
Azimuth Capital Investment Management
Michigan
$26.9M -$245K -251 -0.9%
AAF
508
Andra AP-fonden
Sweden
$26.8M -$310K -318 -1%
AA
509
Auxano Advisors
Washington
$26.7M -$185K -190 -0.7%
TAM
510
Taurus Asset Management
New York
$26.7M -$263K -270 -0.9%
DAC
511
Dividend Assets Capital
South Carolina
$26.6M -$2.89M -2,960 -10%
LIP
512
Liontrust Investment Partners
United Kingdom
$26.6M -$1.33M -1,360 -5%
Vontobel Holding
513
Vontobel Holding
Switzerland
$26.3M +$4.96M +5,092 +22%
PFS
514
Prospera Financial Services
Texas
$26.3M +$555K +569 +2%
SF
515
Summit Financial
New Jersey
$26.2M -$251K -257 -0.9%
Twin Tree Management
516
Twin Tree Management
Texas
$26.1M -$38.8M -39,817 -59%
LWM
517
Lyell Wealth Management
California
$26M +$295K +303 +1%
CFG
518
Citizens Financial Group
Rhode Island
$25.7M +$1.16M +1,189 +5%
Envestnet Portfolio Solutions
519
Envestnet Portfolio Solutions
Illinois
$25.6M -$5.61M -5,758 -18%
LRPA
520
L. Roy Papp & Associates
Arizona
$25.6M -$1.39M -1,429 -5%
HIMCH
521
Hartford Investment Management Co (HIMCO)
Connecticut
$25.6M -$299K -307 -1%
BTCPP
522
Border to Coast Pensions Partnership
United Kingdom
$25.6M -$2.21M -2,264 -8%
OAC
523
OMERS Administration Corp
Ontario, Canada
$25.4M +$573K +588 +2%
HWM
524
HB Wealth Management
Georgia
$25.4M +$6.18M +6,336 +31%
NPPM
525
North Point Portfolio Managers
Ohio
$25.3M -$3.16M -3,236 -11%

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.