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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
VVP
1026
Venture Visionary Partners
Ohio
$7.72M +$295K +303 +4%
CCG
1027
Cypress Capital Group
Florida
$7.68M -$193K -198 -2%
CCFCSB
1028
Cape Cod Five Cents Savings Bank
Massachusetts
$7.66M
KWM
1029
Kingsman Wealth Management
Florida
$7.66M +$7.89M +8,096 New
ZCI
1030
Zevenbergen Capital Investments
Washington
$7.66M -$146K -150 -2%
BSA
1031
Bull Street Advisors
Georgia
$7.64M -$9.75K -10 -0.1%
DEA
1032
DoubleLine ETF Adviser
Florida
$7.63M -$2.47M -2,533 -24%
WCM
1033
Weik Capital Management
Pennsylvania
$7.62M -$812K -833 -9%
WAC
1034
William Allan Corp
Colorado
$7.6M -$60.4K -62 -0.8%
SW
1035
SteelPeak Wealth
California
$7.6M -$198K -203 -2%
CPWA
1036
Cerro Pacific Wealth Advisors
California
$7.59M +$116K +119 +1%
PFA
1037
Pure Financial Advisors
California
$7.59M +$1.58M +1,625 +25%
AAM
1038
Auxier Asset Management
Oregon
$7.56M +$475K +487 +6%
PBF
1039
Petix & Botte Financial
California
$7.5M
CIA
1040
Covington Investment Advisors
Pennsylvania
$7.5M -$434K -445 -5%
MWM
1041
Modern Wealth Management
Kansas
$7.48M +$487K +500 +7%
LPT
1042
Legacy Private Trust
Wisconsin
$7.48M -$529K -543 -6%
RIP
1043
RAM Investment Partners
Washington
$7.48M -$552K -566 -7%
CW
1044
CreativeOne Wealth
Kansas
$7.47M +$1.29M +1,321 +20%
HWA
1045
HCR Wealth Advisors
California
$7.45M -$85.8K -88 -1%
LSPW
1046
Lake Street Private Wealth
Illinois
$7.45M +$331K +339 +4%
MSA
1047
MUFG Securities Americas
New York
$7.43M +$1.28M +1,315 +20%
FB
1048
Fulton Bank
Pennsylvania
$7.39M -$130K -133 -2%
TS
1049
Triglav Skladi
Slovenia
$7.38M +$97.5K +100 +1%
AUB
1050
Atlantic Union Bankshares
Virginia
$7.36M -$775K -795 -9%

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.