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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
AFA
926
Arlington Financial Advisors
California
$9.44M +$523K +536 +6%
Walleye Trading
927
Walleye Trading
New York
$9.41M -$24.1M -24,685 -71%
DA
928
Dillon & Associates
Michigan
$9.4M +$1.78M +1,826 +23%
BIM
929
Baldwin Investment Management
Pennsylvania
$9.39M +$379K +389 +4%
NCM
930
Nelson Capital Management
California
$9.38M +$31.2K +32 +0.3%
BMO
931
Beck Mack & Oliver
New York
$9.37M -$566K -581 -6%
NEI
932
Northwest & Ethical Investments
Ontario, Canada
$9.37M -$3.38M -3,463 -26%
HCM
933
Howland Capital Management
Massachusetts
$9.37M +$622K +638 +7%
AWM
934
Angeles Wealth Management
California
$9.31M +$149K +153 +2%
P
935
Pitcairn
Pennsylvania
$9.3M -$262K -269 -3%
OBAM
936
ODDO BHF Asset Management
France
$9.28M -$1.49M -1,525 -13%
FFA
937
Farther Finance Advisors
California
$9.26M +$1.37M +1,402 +17%
EPIM
938
Evelyn Partners Investment Management
$9.25M -$1.5M -1,543 -14%
SMFG
939
Sumitomo Mitsui Financial Group
Japan
$9.24M +$2.25M +2,305 +31%
TBA
940
Tower Bridge Advisors
Pennsylvania
$9.24M -$105K -108 -1%
TCWA
941
Turtle Creek Wealth Advisors
Texas
$9.22M +$9.51M +9,753 New
BP
942
Ballentine Partners
Massachusetts
$9.22M +$99.4K +102 +1%
SCA
943
Sage Capital Advisors
South Dakota
$9.21M +$38K +39 +0.4%
HIC
944
Hartline Investment Corp
Illinois
$9.19M -$254K -261 -3%
CCA
945
Checchi Capital Advisers
California
$9.19M +$107K +110 +1%
SIAP
946
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.18M -$500K -513 -5%
CT
947
Coastline Trust
Rhode Island
$9.17M -$13.7K -14 -0.1%
GT
948
Glenview Trust
Kentucky
$9.12M +$143K +147 +2%
CA
949
Commerzbank Aktiengesellschaft
Germany
$9.11M +$2.5M +2,566 +36%
WEG
950
World Equity Group
Illinois
$9.1M +$8.21M +8,416 +698%

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.