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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
IA
676
Integrity Alliance
Iowa
$16.1M +$12.1M +12,455 +271%
RCM
677
RB Capital Management
Nevada
$16.1M -$111K -114 -0.7%
HFS
678
Haverford Financial Services
Pennsylvania
$16.1M -$104K -107 -0.6%
RC
679
Roundview Capital
New Jersey
$16M +$98.5K +101 +0.6%
MA
680
Montag & Associates
Georgia
$16M -$483K -495 -3%
KCM
681
Kanawha Capital Management
Virginia
$16M +$279K +286 +2%
SFI
682
Siemens Fonds Invest
Germany
$16M -$214K -219 -1%
WIM
683
WealthPlan Investment Management
Nebraska
$15.9M -$182K -187 -1%
Verition Fund Management
684
Verition Fund Management
Connecticut
$15.9M +$3.49M +3,583 +27%
TFA
685
Teamwork Financial Advisors
Texas
$15.9M -$3.6M -3,691 -18%
MCWS
686
McKinley Carter Wealth Services
West Virginia
$15.9M -$637K -653 -4%
TAM
687
Tocqueville Asset Management
New York
$15.9M -$387K -397 -2%
GH
688
GAM Holding
Switzerland
$15.8M +$1.06M +1,086 +7%
SPC
689
Stony Point Capital
New York
$15.8M +$8.99M +9,222 +123%
DDC
690
DF Dent & Co
Maryland
$15.8M -$5.85K -6 -0%
SG
691
Sienna Gestion
France
$15.8M -$1.95M -1,995 -10%
CUAMC
692
China Universal Asset Management Company
China
$15.8M +$3.53M +3,619 +28%
LOAMS
693
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.7M +$3.9M +3,998 +32%
EF
694
Empowered Funds
Pennsylvania
$15.7M +$3.76M +3,859 +30%
WA
695
Waverly Advisors
Alabama
$15.7M +$1.26M +1,290 +8%
PA
696
PFG Advisors
Arizona
$15.7M +$2.57M +2,639 +19%
UC
697
Unio Capital
New Jersey
$15.5M -$239K -245 -1%
JAFL
698
Jay A. Fishman Ltd
Michigan
$15.4M -$1.85M -1,895 -10%
FNT
699
First National Trust
Pennsylvania
$15.4M -$3.48M -3,568 -18%
Connor, Clark & Lunn Investment Management (CC&L)
700
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.4M -$34.4M -35,292 -68%

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.