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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
TCOT
1001
Trust Company of Toledo
Ohio
$8.17M +$51.7K +53 +0.6%
GI
1002
GAMMA Investing
California
$8.16M +$942K +966 +13%
DCA
1003
DSG Capital Advisors
Minnesota
$8.09M -$477K -489 -5%
LSA
1004
Lion Street Advisors
Texas
$8.06M +$416K +427 +5%
BI
1005
Bradyco Inc
Massachusetts
$8.02M -$1.11M -1,140 -12%
SSA
1006
Schonfeld Strategic Advisors
New York
$8.01M +$7.22M +7,408 +702%
CC
1007
Courier Capital
New York
$8M +$175K +180 +2%
GAM
1008
Griffin Asset Management
New York
$7.99M +$26.3K +27 +0.3%
CCC
1009
Chelsea Counsel Company
California
$7.98M -$280K -287 -3%
SFS
1010
Stiles Financial Services
Minnesota
$7.94M -$15.6K -16 -0.2%
CGIM
1011
Capital Group Investment Management
Singapore
$7.9M -$390K -400 -5%
CHC
1012
City Holding Co
West Virginia
$7.9M +$256K +263 +3%
BSCCG
1013
Blue Sky Capital Consultants Group
California
$7.88M +$1.84M +1,888 +29%
SCM
1014
Schnieders Capital Management
California
$7.87M -$1.36M -1,400 -14%
SAM
1015
Secure Asset Management
Michigan
$7.86M +$5.86M +6,015 +262%
BPC
1016
Banque Pictet & Cie
Switzerland
$7.85M +$881K +904 +12%
KCM
1017
Kennedy Capital Management
Missouri
$7.85M -$888K -911 -10%
AIM
1018
Anchor Investment Management
South Carolina
$7.83M +$95.5K +98 +1%
GWM
1019
GDS Wealth Management
Texas
$7.8M +$2.38M +2,440 +42%
SEEDPG
1020
S.E.E.D. Planning Group
New York
$7.79M -$497K -510 -6%
BBNA
1021
Bremer Bank National Association
Minnesota
$7.76M +$685K +703 +9%
FCP
1022
Fidelis Capital Partners
Florida
$7.76M -$8.69M -8,917 -53%
Temasek Holdings
1023
Temasek Holdings
Singapore
$7.76M
TCM
1024
Twin Capital Management
Pennsylvania
$7.75M -$839K -861 -10%
CWM
1025
Connecticut Wealth Management
Connecticut
$7.72M +$151K +155 +2%

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.