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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
AC
726
Allstate Corporation
Illinois
$14.3M +$1.9M +1,945 +15%
NG
727
NWK Group
California
$14.3M -$420K -431 -3%
M
728
MOTCO
Texas
$14.3M -$239K -245 -2%
CIM
729
Chapman Investment Management
California
$14.2M +$19.5K +20 +0.1%
CIA
730
Concurrent Investment Advisors
Florida
$14.2M +$2.46M +2,527 +20%
WWM
731
Western Wealth Management
Colorado
$14.2M +$284K +291 +2%
TF
732
Tompkins Financial
New York
$14.2M +$107K +110 +0.7%
SCM
733
Silvant Capital Management
Georgia
$14.1M +$169K +173 +1%
EI
734
Ethic Inc
New York
$14.1M +$1.55M +1,588 +12%
QIM
735
Quest Investment Management
Oregon
$14M +$1.44M +1,480 +11%
Fayez Sarofim & Co
736
Fayez Sarofim & Co
Texas
$14M +$408K +418 +3%
IIM
737
Ipswich Investment Management
Massachusetts
$14M -$892K -915 -6%
EWA
738
Exencial Wealth Advisors
Oklahoma
$14M -$8.7M -8,924 -38%
AP
739
Americana Partners
Texas
$13.9M +$627K +643 +5%
FNBOO
740
First National Bank of Omaha
Nebraska
$13.9M -$1.2M -1,231 -8%
RCM
741
Regency Capital Management
Hawaii
$13.9M -$821K -842 -5%
CT
742
Caldwell Trust
Florida
$13.9M +$460K +472 +3%
IAM
743
Infusive Asset Management
New York
$13.9M +$3.84M +3,941 +37%
RMAM
744
Raab & Moskowitz Asset Management
New Jersey
$13.8M -$480K -492 -3%
CIA
745
Capital Investment Advisors
Georgia
$13.8M +$401K +411 +3%
LMKC
746
L.M. Kohn & Company
Ohio
$13.8M -$828K -849 -5%
Group One Trading
747
Group One Trading
Illinois
$13.8M -$13.8M -14,160 -49%
Skandinaviska Enskilda Banken (SEB)
748
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.8M -$658K -675 -4%
CBT
749
Central Bank & Trust
Kentucky
$13.7M -$230K -236 -2%
SPG
750
Strategic Planning Group
Utah
$13.7M -$209K -214 -1%

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.