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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
KJHP
951
K.J. Harrison & Partners
Ontario, Canada
$9.09M -$1.97M -2,019 -17%
KWS
952
Keystone Wealth Services
California
$9.09M -$431K -442 -4%
GLR
953
Great Lakes Retirement
Ohio
$9.08M +$249K +255 +3%
GIA
954
Gladstone Institutional Advisory
Florida
$9.08M -$251K -257 -3%
RFA
955
ROI Financial Advisors
Oregon
$9.05M -$226K -232 -2%
QCG
956
Quadrant Capital Group
Ohio
$8.99M +$4.62M +4,735 +99%
IFWM
957
Institute for Wealth Management
Colorado
$8.99M -$123K -126 -1%
PCM
958
Parsons Capital Management
Rhode Island
$8.98M -$74.1K -76 -0.8%
CIA
959
Choate Investment Advisors
Massachusetts
$8.97M +$130K +133 +1%
UBP
960
Union Bancaire Privee
Switzerland
$8.94M +$345K +354 +4%
FTWA
961
Fifth Third Wealth Advisors
Ohio
$8.94M +$566K +581 +7%
DWT
962
Dorsey & Whitney Trust
South Dakota
$8.92M -$441K -452 -5%
PBC
963
Pavion Blue Capital
California
$8.9M -$3.9K -4 -0%
ILI
964
Invesco LLC (Illinois)
Illinois
$8.88M +$342K +351 +4%
MBT
965
Montecito Bank & Trust
California
$8.87M -$117K -120 -1%
TNA
966
True North Advisors
Texas
$8.86M -$734K -753 -7%
OHWP
967
Oak Harbor Wealth Partners
North Carolina
$8.84M +$332K +341 +4%
DT
968
Diversified Trust
Tennessee
$8.81M -$652K -669 -7%
LT
969
Legacy Trust
Michigan
$8.81M -$81.9K -84 -0.9%
HR
970
Howe & Rusling
New York
$8.78M -$37K -38 -0.4%
TAMH
971
Taikang Asset Management (HK)
Hong Kong
$8.77M
HVP
972
Hudson Value Partners
Florida
$8.76M +$737K +756 +9%
WC
973
Whitney & Co
New York
$8.72M -$3.54M -3,629 -28%
CCWM
974
Cassaday & Co Wealth Management
Virginia
$8.71M +$201K +206 +2%
LIA
975
LS Investment Advisors
Michigan
$8.67M -$246K -252 -3%

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.