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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
RMCM
876
Reynders McVeigh Capital Management
Massachusetts
$10.4M -$328K -336 -3%
B
877
Bensler
Washington
$10.4M -$82.9K -85 -0.8%
BA
878
Baugh & Associates
Georgia
$10.3M -$89.7K -92 -0.8%
SC
879
Savant Capital
Illinois
$10.3M -$3.04M -3,121 -22%
AP
880
Appleton Partners
Massachusetts
$10.3M -$863K -885 -8%
FPAS
881
Focus Partners Advisor Solutions
Missouri
$10.2M +$1.05M +1,078 +11%
CIM
882
Contravisory Investment Management
Massachusetts
$10.2M -$245K -251 -2%
SCA
883
Stokes Capital Advisors
South Carolina
$10.2M -$1.65M -1,688 -14%
MWA
884
Meridian Wealth Advisors
Texas
$10.2M +$68.2K +70 +0.7%
KNW
885
Kesler Norman & Wride
Utah
$10.2M -$185K -190 -2%
AA
886
ALPS Advisors
Colorado
$10.2M -$519K -532 -5%
SIC
887
SFE Investment Counsel
California
$10.2M -$397K -407 -4%
AC
888
AlphaCore Capital
California
$10.2M +$2.93M +3,007 +39%
CCM
889
Carderock Capital Management
Maryland
$10.1M -$167K -171 -2%
NP
890
NorthRock Partners
Minnesota
$10.1M -$20.5K -21 -0.2%
Parallax Volatility Advisers
891
Parallax Volatility Advisers
California
$10.1M -$14.1M -14,506 -58%
PA
892
Procyon Advisors
Connecticut
$10.1M +$547K +561 +6%
CDDEC
893
Caisse Des Depots Et Consignations
France
$10.1M +$6.01M +6,168 +138%
OCM
894
One Capital Management
California
$10M +$208K +213 +2%
WP
895
WealthPLAN Partners
Nebraska
$10M -$221K -227 -2%
AFWM
896
AMJ Financial Wealth Management
Virginia
$9.94M -$23.4K -24 -0.2%
LGG
897
Luts & Greenleigh Group
Maryland
$9.93M -$29.2K -30 -0.3%
HI
898
Harbour Investments
Wisconsin
$9.92M +$345K +354 +3%
SWM
899
SeaCrest Wealth Management
New York
$9.89M +$128K +131 +1%
MYAM
900
Meiji Yasuda Asset Management
Japan
$9.88M -$1.83M -1,882 -15%

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.