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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
BP
801
Broadleaf Partners
Ohio
$12.3M -$235K -241 -2%
GCL
802
Gouws Capital LLC
North Carolina
$12.3M +$7.8K +8 +0.1%
FNBOMD
803
First National Bank of Mount Dora
Florida
$12.2M +$1.82M +1,869 +17%
KRSITF
804
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.2M -$2.51M -2,576 -17%
SW
805
SlateStone Wealth
Florida
$12.2M -$200K -205 -2%
KWMG
806
King Wealth Management Group
Florida
$12.2M +$126K +129 +1%
WPP
807
Whalerock Point Partners
Rhode Island
$12.2M +$214K +219 +2%
BEAM
808
Baker Ellis Asset Management
Washington
$12.1M -$940K -964 -7%
MCM
809
Mengis Capital Management
Oregon
$12.1M -$16.6K -17 -0.1%
CTC (Chicago Trading Company)
810
CTC (Chicago Trading Company)
Illinois
$12.1M -$8.61M -8,826 -41%
SIC
811
Sigma Investment Counselors
Michigan
$12.1M -$2.08M -2,131 -14%
AF
812
Aviso Financial
Ontario, Canada
$12M -$518K -531 -4%
WAM
813
Wilsey Asset Management
California
$12M
MGIA
814
Moneta Group Investment Advisors
Missouri
$12M +$395K +405 +3%
BOSSRA
815
B.O.S.S. Retirement Advisors
Utah
$12M -$439K -450 -3%
DSC
816
Duncker Streett & Co
Missouri
$12M -$50.7K -52 -0.4%
WB
817
Webster Bank
Connecticut
$12M -$75.1K -77 -0.6%
HW
818
Hancock Whitney
Mississippi
$11.9M +$73.1K +75 +0.6%
MC
819
Moors & Cabot
Massachusetts
$11.9M +$356K +365 +3%
TTWM
820
TCV Trust & Wealth Management
Virginia
$11.8M -$112K -115 -0.9%
KA
821
Kercheville Advisors
Texas
$11.8M -$93.6K -96 -0.8%
BS
822
Banco Santander
Spain
$11.8M +$4.88M +5,002 +67%
VHAM
823
Van Hulzen Asset Management
California
$11.7M +$433K +444 +4%
BFC
824
Blue Fin Capital
Rhode Island
$11.7M +$18.5K +19 +0.2%
BFO
825
Boston Family Office
Massachusetts
$11.7M -$95.5K -98 -0.8%

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.