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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
ELI
651
Empire Life Investments
Ontario, Canada
$17.4M -$2.81M -2,883 -14%
PI
652
PFG Investments
New York
$17.3M +$383K +393 +2%
GT
653
Greenleaf Trust
Michigan
$17.3M +$1.49M +1,527 +9%
UF
654
Univest Financial
Pennsylvania
$17.2M -$2.7M -2,767 -13%
ECM
655
Evergreen Capital Management
Washington
$17.1M -$1.78M -1,822 -9%
MWM
656
Meridian Wealth Management
Kentucky
$17.1M -$686K -704 -4%
ALMGDA
657
AG2R La Mondiale Gestion d'Actifs
France
$17M +$16M +16,368 New
WDA
658
Wendell David Associates
New Hampshire
$17M -$21.4K -22 -0.1%
PIM
659
Progressive Investment Management
Oregon
$17M -$329K -337 -2%
AA
660
Ancora Advisors
Ohio
$16.9M -$272K -279 -2%
CNB
661
Camden National Bank
Maine
$16.6M -$2.2M -2,253 -11%
AP
662
Advisors Preferred
Maryland
$16.6M +$16.9M +17,382 New
MA
663
Mutual Advisors
Nebraska
$16.6M +$1.3M +1,333 +9%
SVCP
664
Silicon Valley Capital Partners
California
$16.6M +$4.87M +4,998 +39%
PR
665
Payden & Rygel
California
$16.6M +$585K +600 +4%
FCBT
666
First Citizens Bank & Trust
North Carolina
$16.5M -$3.5M -3,591 -17%
FMC
667
First Merchants Corp
Indiana
$16.5M -$1.56M -1,598 -8%
NAMM
668
NorthStar Asset Management (Massachusetts)
Massachusetts
$16.5M -$2.12M -2,175 -11%
SC
669
Slow Capital
California
$16.5M +$3.63M +3,723 +27%
GVAG
670
Great Valley Advisor Group
Delaware
$16.4M +$704K +722 +4%
BBL
671
Beck Bode LLC
Massachusetts
$16.4M +$171K +175 +1%
FMII
672
Farmers & Merchants Investments Inc
Nebraska
$16.3M +$320K +328 +2%
EFM
673
E Fund Management
China
$16.2M +$6.75M +6,924 +68%
TF
674
Talbot Financial
Washington
$16.2M -$734K -753 -4%
CAM
675
Cozad Asset Management
Illinois
$16.2M -$883K -906 -5%

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.