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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
NP
751
Nilsine Partners
Colorado
$13.7M +$810K +831 +6%
BFG
752
Berger Financial Group
Minnesota
$13.7M -$939K -963 -6%
NFG
753
Nations Financial Group
Iowa
$13.6M +$1.39M +1,428 +11%
SWA
754
Stratos Wealth Advisors
Ohio
$13.6M -$330K -338 -2%
MWM
755
Marietta Wealth Management
Georgia
$13.6M +$38K +39 +0.3%
OAM
756
Oppenheimer Asset Management
New York
$13.6M -$1.41M -1,451 -9%
LA
757
Lakeside Advisors
Washington
$13.6M -$487K -500 -3%
LS
758
Livforsakringsbolaget Skandia
Sweden
$13.5M
VCA
759
Verdence Capital Advisors
Maryland
$13.5M -$22.4K -23 -0.2%
JWBC
760
J.W. Burns & Co
New York
$13.4M +$25.3K +26 +0.2%
HFM
761
Hartford Financial Management
Connecticut
$13.4M -$27.3K -28 -0.2%
FIA
762
Foundations Investment Advisors
Arizona
$13.4M -$2.2M -2,253 -14%
ATPW
763
Ashton Thomas Private Wealth
Arizona
$13.4M +$83.8K +86 +0.6%
BCAM
764
Boston Common Asset Management
Massachusetts
$13.4M -$248K -254 -2%
NMIMC
765
Northwestern Mutual Investment Management Company
Wisconsin
$13.4M +$49.7K +51 +0.4%
MCM
766
Mattern Capital Management
Colorado
$13.3M -$1.04M -1,066 -7%
MWM
767
Mission Wealth Management
California
$13.3M +$562K +576 +4%
Capstone Investment Advisors
768
Capstone Investment Advisors
New York
$13.3M +$13.7M +14,027 New
AWM
769
Axxcess Wealth Management
California
$13.3M -$1.44M -1,481 -10%
MOS
770
MGO One Seven
Ohio
$13.2M -$3.03M -3,104 -18%
JWCA
771
J.W. Cole Advisors
Florida
$13.2M +$2.54M +2,608 +23%
GAB
772
German American Bancorp
Indiana
$13.1M +$64.3K +66 +0.5%
FFWA
773
FRG Family Wealth Advisors
Washington
$13.1M -$277K -284 -2%
RSVP
774
Ramsay Stattman Vela & Price
Colorado
$13.1M -$148K -152 -1%
PIP
775
Peachtree Investment Partners
Florida
$13.1M -$611K -627 -4%

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.