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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
PIMJS
851
PKO Investment Management Joint-Stock
Poland
$10.9M +$7.31M +7,500 +188%
WB
852
WesBanco Bank
West Virginia
$10.9M +$114K +117 +1%
FFN
853
Focus Financial Network
Minnesota
$10.8M +$72.1K +74 +0.7%
GIA
854
GHP Investment Advisors
Colorado
$10.8M -$132K -135 -1%
GAM
855
Gotham Asset Management
New York
$10.8M +$799K +820 +8%
DPL
856
Danica Pension Livsforsikrings
$10.8M +$6.38M +6,540 +133%
MC
857
Maverick Capital
Texas
$10.8M +$8.78M +9,010 +375%
WF
858
WoodTrust Financial
Wisconsin
$10.8M -$8.14M -8,349 -42%
HDIM
859
Hanson & Doremus Investment Management
Vermont
$10.8M +$312K +320 +3%
PCG
860
Prosperity Consulting Group
Maryland
$10.8M -$419K -430 -4%
BFG
861
Bleakley Financial Group
New Jersey
$10.8M +$438K +449 +4%
CAM
862
Cypress Asset Management
Texas
$10.8M -$148K -152 -1%
BWL
863
Bogart Wealth LLC
Virginia
$10.8M +$375K +385 +4%
ECM
864
Empirical Capital Management
Tennessee
$10.7M
CWA
865
Clarity Wealth Advisors
California
$10.7M -$95.5K -98 -0.9%
NIG
866
NFJ Investment Group
Texas
$10.7M
GAM
867
Groupama Asset Management
France
$10.7M +$2.11M +2,168 +23%
DC
868
Defender Capital
North Carolina
$10.7M -$940K -964 -8%
BAAM
869
Baker Avenue Asset Management
California
$10.7M +$1.04M +1,071 +11%
DWM
870
Diversify Wealth Management
Utah
$10.6M +$678K +695 +7%
DA
871
Denali Advisors
California
$10.6M -$48.7K -50 -0.4%
CQWA
872
Chokshi & Queen Wealth Advisors
California
$10.5M +$75.1K +77 +0.7%
PCM
873
Palisade Capital Management
New Jersey
$10.5M -$586K -601 -5%
KFP
874
KMG Fiduciary Partners
Ohio
$10.5M +$457K +469 +4%
BCPWM
875
Bradley & Co Private Wealth Management
Florida
$10.5M -$646K -663 -6%

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.