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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
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$768M +$362M +371,706 +84%
Stifel Financial
52
Stifel Financial
Missouri
$695M -$2.99M -3,064 -0.4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$665M -$3.27M -3,355 -0.5%
Citigroup
54
Citigroup
New York
$633M +$129M +132,025 +25%
AIM
55
Alphinity Investment Management
Australia
$618M +$1.67M +1,712 +0.3%
EA
56
Emerald Advisors
Washington
$612M +$3.91M +4,013 +0.6%
ProShare Advisors
57
ProShare Advisors
Maryland
$612M +$77.5M +79,451 +14%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$572M -$9.87M -10,120 -2%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$564M +$14.6M +15,019 +3%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$549M -$3.43M -3,520 -0.6%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$539M -$138M -141,812 -20%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$537M -$28.5M -29,225 -5%
PTC
63
Provident Trust Company
Wisconsin
$534M -$244M -250,671 -31%
William Blair & Company
64
William Blair & Company
Illinois
$519M -$38.2M -39,157 -7%
Marshall Wace
65
Marshall Wace
United Kingdom
$516M +$432M +442,970 +430%
Brown Advisory
66
Brown Advisory
Maryland
$516M -$57.2M -58,639 -10%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$515M -$33.6M -34,474 -6%
US Bancorp
68
US Bancorp
Minnesota
$504M -$11.5M -11,765 -2%
Citadel Advisors
69
Citadel Advisors
Florida
$498M +$250M +256,275 +95%
Capital International Investors
70
Capital International Investors
California
$488M +$111M +113,904 +28%
Parnassus Investments
71
Parnassus Investments
California
$480M -$198M -203,468 -29%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$462M +$72.7M +74,565 +18%
Swedbank
73
Swedbank
Sweden
$461M +$68.8M +70,570 +17%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$461M +$354M +363,451 +294%
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$429M -$130M -133,245 -23%

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.