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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
CL
551
CIM LLC
New York
$23.3M +$2.12M +2,174 +10%
MGP
552
Metis Global Partners
California
$23.1M +$2.41M +2,467 +11%
RIL
553
Rothschild Investment LLC
Illinois
$23M -$1.48M -1,520 -6%
CSP
554
Cary Street Partners
Virginia
$22.9M -$794K -814 -3%
DAS
555
Dynamic Advisor Solutions
Arizona
$22.9M -$363K -372 -2%
AIP
556
Ameritas Investment Partners
Nebraska
$22.8M +$1.05M +1,082 +5%
AIM
557
Arcadia Investment Management
Michigan
$22.7M -$1.73M -1,779 -7%
DP
558
Dundas Partners
United Kingdom
$22.7M
CCM
559
Coldstream Capital Management
Washington
$22.5M +$1.08M +1,103 +5%
ONB
560
Old National Bancorp
Indiana
$22.4M -$1.25M -1,281 -5%
ATC
561
Argent Trust Co
Tennessee
$22.3M +$48.7K +50 +0.2%
SAM
562
Securian Asset Management
Minnesota
$22.2M -$303K -311 -1%
B
563
Bellecapital
Switzerland
$22.2M -$1.89M -1,941 -8%
DILIC
564
Dai-ichi Life Insurance Company
Japan
$22.2M -$2.19M -2,246 -9%
HIMC
565
Heritage Investors Management Corp
Maryland
$22.1M +$361K +370 +2%
BSA
566
Braun Stacey Associates
New York
$22.1M -$1.33M -1,360 -6%
VF
567
Vest Financial
Virginia
$21.9M +$20.4M +20,966 +962%
HF
568
HRT Financial
New York
$21.9M +$22.5M +23,126 New
BDA
569
Borer Denton & Associates
Pennsylvania
$21.7M -$219K -225 -1%
MIH
570
Meitav Investment House
Israel
$21.6M -$48.1M -49,295 -68%
SCM
571
Sterling Capital Management
North Carolina
$21.6M -$1.37M -1,405 -6%
SIC
572
Salem Investment Counselors
North Carolina
$21.6M +$253K +259 +1%
WTB
573
Washington Trust Bank
Washington
$21.5M -$912K -935 -4%
WC
574
Woodstock Corp
Massachusetts
$21.3M +$428K +439 +2%
BJL
575
Brighton Jones LLC
Washington
$21.2M +$2.49M +2,554 +13%

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.