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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
DAS
576
Diversify Advisory Services
Utah
$21.1M -$2.44M -2,504 -11%
EB
577
Eastern Bank
Massachusetts
$21M -$361K -370 -2%
FSA
578
Franklin Street Advisors
North Carolina
$21M -$612K -628 -3%
CCM
579
Conway Capital Management
California
$20.9M +$1.8M +1,844 +9%
AFG
580
Albion Financial Group
Utah
$20.9M +$239K +245 +1%
CCA
581
Cobblestone Capital Advisors
New York
$20.8M +$98.5K +101 +0.5%
EAM
582
Erste Asset Management
Austria
$20.8M -$72.2M -74,018 -77%
PIM
583
Penobscot Investment Management
Massachusetts
$20.7M +$319K +327 +2%
NG
584
Northstar Group
New York
$20.7M +$26.3K +27 +0.1%
BST
585
Bath Savings Trust
Maine
$20.7M +$115K +118 +0.5%
FHA
586
First Horizon Advisors
Tennessee
$20.6M -$1.49M -1,533 -7%
NL
587
NWAM LLC
Washington
$20.6M -$569K -584 -3%
AI
588
Atria Investments
North Carolina
$20.5M -$973K -998 -4%
PWM
589
Perigon Wealth Management
California
$20.5M +$796K +816 +4%
MFG
590
Merit Financial Group
Georgia
$20.4M +$2.68M +2,750 +15%
NAS
591
NWF Advisory Services
California
$20.4M -$325K -333 -2%
AIMC
592
Alley Investment Management Company
Illinois
$20.4M -$1.16M -1,187 -5%
ANBT
593
American National Bank & Trust
Texas
$20.4M -$2.92K -3 -0%
SSB
594
Sandy Spring Bank
Maryland
$20.3M +$32.2K +33 +0.2%
CCMINC
595
Cardinal Capital Management Inc (North Carolina)
North Carolina
$20.3M -$271K -278 -1%
SWM
596
Segment Wealth Management
Texas
$20.3M +$45.8K +47 +0.2%
MCG
597
McCollum Christoferson Group
New York
$20.2M -$246K -252 -1%
NW
598
NewEdge Wealth
Pennsylvania
$20.1M -$448K -459 -2%
WIA
599
World Investment Advisors
California
$20.1M +$6.9M +7,081 +50%
QT
600
Quantbot Technologies
New York
$20M +$20.6M +21,175 New

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.