We are live on ! Find out more
COST icon

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
LFG
976
Larson Financial Group
Missouri
$8.66M +$230K +236 +3%
WSFS
977
Wilmington Savings Fund Society
Delaware
$8.64M -$2.04M -2,093 -19%
CM
978
Churchill Management
California
$8.63M -$70.2K -72 -0.8%
RWM
979
Rockline Wealth Management
New York
$8.6M +$128K +131 +1%
LI
980
LMCG Investments
Massachusetts
$8.56M -$1.53M -1,571 -15%
MAS
981
Meeder Advisory Services
Ohio
$8.56M +$659K +676 +8%
HC
982
Headland Capital
South Carolina
$8.54M +$30.2K +31 +0.3%
PS
983
Principal Securities
Iowa
$8.51M +$21.4K +22 +0.2%
CT
984
Colonial Trust
South Carolina
$8.49M -$89.7K -92 -1%
GLA
985
Good Life Advisors
Pennsylvania
$8.49M +$132K +135 +2%
HIP
986
HUB Investment Partners
Texas
$8.47M +$628K +644 +8%
IAIM
987
International Assets Investment Management
Florida
$8.47M +$158K +162 +2%
HBT
988
Hills Bank & Trust
Iowa
$8.46M +$113K +116 +1%
AG
989
Algert Global
California
$8.44M +$936K +960 +12%
CCM
990
Consolidated Capital Management
California
$8.42M -$22.4K -23 -0.3%
VAS
991
Vestmark Advisory Solutions
Massachusetts
$8.42M +$3.83M +3,928 +79%
TA
992
TFG Advisers
Michigan
$8.37M -$44.8K -46 -0.5%
GCM
993
GKV Capital Management
California
$8.34M -$1.88M -1,925 -18%
ESBC
994
E.S. Barr & Co
Kentucky
$8.34M -$1.95K -2 -0%
VIP
995
Vantage Investment Partners
Missouri
$8.32M -$34.1K -35 -0.4%
MPM
996
Meritage Portfolio Management
Kansas
$8.27M -$177K -182 -2%
TCOO
997
Trust Company of Oklahoma
Oklahoma
$8.24M -$158K -162 -2%
CGL
998
Clarius Group LLC
Washington
$8.19M +$1.25M +1,284 +17%
GGHC
999
Gilder Gagnon Howe & Co
New York
$8.19M +$872K +894 +12%
ACM
1000
Ayrshire Capital Management
Connecticut
$8.18M -$713K -731 -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.