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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
AMCA
701
Arthur M. Cohen & Associates
Illinois
$15.4M +$2.67M +2,738 +17%
BCM
702
Brookstone Capital Management
Illinois
$15.3M -$1.22M -1,255 -7%
JSA
703
Jacobson & Schmitt Advisors
Wisconsin
$15.2M -$344K -353 -2%
WCWM
704
Willow Creek Wealth Management
California
$15.2M
RWM
705
RKL Wealth Management
Pennsylvania
$15.2M -$220K -226 -1%
LA
706
LBP AM
France
$15.1M -$230K -236 -1%
LCM
707
Liberty Capital Management
Michigan
$15.1M -$175K -180 -1%
CCM
708
Copeland Capital Management
Pennsylvania
$15.1M -$274K -281 -2%
PWM
709
Purus Wealth Management
California
$14.9M +$31.2K +32 +0.2%
ETC
710
Exchange Traded Concepts
Oklahoma
$14.8M -$8M -8,207 -34%
ERWM
711
Elk River Wealth Management
Colorado
$14.8M -$1.71M -1,757 -10%
IAN
712
Integrated Advisors Network
Texas
$14.8M -$783K -803 -5%
MPWT
713
MassMutual Private Wealth & Trust
Connecticut
$14.8M -$55.6K -57 -0.4%
TCA
714
Trifecta Capital Advisors
Illinois
$14.8M +$66.3K +68 +0.4%
HCM
715
Hutner Capital Management
Vermont
$14.7M -$651K -668 -4%
WANY
716
Wealthspire Advisors (New York)
New York
$14.6M -$628K -644 -4%
USCWA
717
U.S. Capital Wealth Advisors
Texas
$14.6M -$2.91M -2,981 -16%
NB
718
NBT Bank
New York
$14.6M -$1.26M -1,297 -8%
AG
719
AIA Group
Hong Kong
$14.5M +$1.05M +1,081 +8%
BIA
720
Biondo Investment Advisors
Pennsylvania
$14.5M +$160K +164 +1%
NG
721
NatWest Group
United Kingdom
$14.5M +$6.8M +6,973 +83%
EF
722
Empirical Finance
Pennsylvania
$14.4M +$176K +181 +1%
VLKIM
723
Van Lanschot Kempen Investment Management
Netherlands
$14.4M -$4.23M -4,337 -22%
FFA
724
First Foundation Advisors
California
$14.4M +$333K +342 +2%
SI
725
Stephens Inc
Arkansas
$14.3M -$385K -395 -3%

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.