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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
RSWM
601
Robertson Stephens Wealth Management
California
$20M +$7.55M +7,746 +58%
NA
602
Navellier & Associates
Nevada
$20M -$3.09M -3,170 -14%
VIM
603
Vinva Investment Management
Australia
$19.9M -$641K -657 -3%
KA
604
Kozak & Associates
Colorado
$19.9M +$381K +391 +2%
CTC
605
Central Trust Company
Missouri
$19.9M -$500K -513 -2%
Kovitz Investment Group Partners
606
Kovitz Investment Group Partners
Illinois
$19.9M -$327K -335 -2%
TIAA Trust, National Association
607
TIAA Trust, National Association
North Carolina
$19.9M -$196K -201 -0.9%
O
608
Ossiam
France
$19.9M +$11.2M +11,457 +120%
RIG
609
Renaissance Investment Group
Massachusetts
$19.8M -$2.37M -2,432 -10%
KWM
610
Kingsview Wealth Management
Oregon
$19.8M -$32.3M -33,128 -61%
A
611
Allianz
Germany
$19.8M -$1.4M -1,438 -6%
JCM
612
Jag Capital Management
Missouri
$19.8M +$7.51M +7,705 +58%
SFS
613
Sowell Financial Services
Arkansas
$19.7M -$265K -272 -1%
MSRPS
614
Maryland State Retirement & Pension System
Maryland
$19.7M -$3.06M -3,142 -13%
CL
615
Choreo LLC
Illinois
$19.6M -$10.7K -11 -0.1%
OIA
616
OneDigital Investment Advisors
Kansas
$19.6M +$334K +343 +2%
NMERB
617
New Mexico Educational Retirement Board
New Mexico
$19.5M -$487K -500 -2%
NSAM
618
North Star Asset Management
Wisconsin
$19.5M -$101K -104 -0.5%
ISWM
619
Independent Solutions Wealth Management
New York
$19.5M -$89.7K -92 -0.4%
CI Investments Inc
620
CI Investments Inc
Ontario, Canada
$19.3M -$20.5K -21 -0.1%
JWM
621
Jackson Wealth Management
Florida
$19.3M -$318K -326 -2%
IWC
622
Integrated Wealth Concepts
Massachusetts
$19.2M -$263K -270 -1%
RWM
623
Ritholtz Wealth Management
New York
$19.1M +$417K +428 +2%
ORI
624
Oak Ridge Investments
Illinois
$18.9M +$932K +956 +5%
DBG
625
De Burlo Group
Massachusetts
$18.6M -$6.51M -6,680 -25%

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.