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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
HPG
776
Harvest Portfolios Group
Ontario, Canada
$13M +$13.4M +13,714 New
STA
777
Summit Trail Advisors
New York
$13M +$4.23M +4,339 +46%
ADEF
778
Adams Diversified Equity Fund
Maryland
$13M +$3.8M +3,900 +40%
WIM
779
Waverton Investment Management
United Kingdom
$12.9M -$1.14M -1,174 -8%
CICC
780
Capital Investment Counsel (Colorado)
Colorado
$12.9M -$428K -439 -3%
TWM
781
TLW Wealth Management
Florida
$12.9M +$318K +326 +2%
RDWM
782
Red Door Wealth Management
Tennessee
$12.9M -$252K -258 -2%
JAG
783
Journey Advisory Group
Kentucky
$12.8M +$1.87M +1,915 +16%
PWS
784
Peterson Wealth Services
Utah
$12.8M -$720K -738 -5%
FMTC
785
Farmers & Merchants Trust Company
California
$12.8M -$719K -737 -5%
CA
786
Cullinan Associates
Kentucky
$12.8M +$585K +600 +5%
AG
787
Ascent Group
Virginia
$12.7M +$2.44M +2,500 +23%
FFP
788
FourThought Financial Partners
Florida
$12.7M -$41.9K -43 -0.3%
TFS
789
Thoroughbred Financial Services
Tennessee
$12.7M +$257K +264 +2%
UH
790
Unigestion Holding
Switzerland
$12.6M +$12.3M +12,571 +1,690%
PIA
791
Petredis Investment Advisors
Pennsylvania
$12.6M -$2.97M -3,049 -19%
PA
792
Perennial Advisors
New York
$12.5M -$472K -484 -4%
OGC
793
Oak Grove Capital
New Hampshire
$12.4M -$4.98M -5,107 -28%
VFA
794
Valeo Financial Advisors
Indiana
$12.4M +$287K +294 +2%
MMA
795
Miracle Mile Advisors
California
$12.4M +$95.5K +98 +0.8%
KHLMVGHM
796
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.3M
RP
797
Rice Partnership
Hawaii
$12.3M -$214K -219 -2%
NMIFOAC
798
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.3M
NCM
799
Nearwater Capital Markets
Ireland
$12.3M
CPA
800
Capital Planning Advisors
California
$12.3M -$143K -147 -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.