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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
RWM
1076
Rench Wealth Management
Texas
$7.11M +$136K +140 +2%
BAM
1077
Belpointe Asset Management
Nevada
$7.09M -$1.32M -1,349 -15%
ST
1078
Spinnaker Trust
Maine
$7.09M -$38K -39 -0.5%
HWP
1079
Highline Wealth Partners
California
$7.08M -$85.8K -88 -1%
PC
1080
Pecaut & Co
Iowa
$7.04M -$476K -488 -6%
API
1081
Asset Planning Inc
California
$7.03M -$58.5K -60 -0.8%
JSC
1082
Jackson Square Capital
California
$7.01M -$773K -793 -10%
AC
1083
AlpenGlobal Capital
California
$7M +$9.75K +10 +0.1%
CT
1084
Clearstead Trust
Maine
$6.97M -$86.8K -89 -1%
SCP
1085
Shorepoint Capital Partners
Massachusetts
$6.97M -$76K -78 -1%
CPC
1086
Consolidated Planning Corp
Georgia
$6.96M -$1.38M -1,413 -16%
CI
1087
Carroll Investors
South Carolina
$6.95M +$375K +385 +6%
CHJWM
1088
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.93M -$28.3K -29 -0.4%
MCCP
1089
Mission Creek Capital Partners
California
$6.9M -$103K -106 -1%
EBT
1090
Enterprise Bank & Trust
Massachusetts
$6.9M -$23.4K -24 -0.3%
MFWM
1091
Motley Fool Wealth Management
Virginia
$6.88M -$1.09M -1,116 -13%
GGS
1092
Galvin Gaustad & Stein
Arizona
$6.85M -$1.32M -1,355 -16%
WA1
1093
Wimmer Associates 1
California
$6.85M -$126K -129 -2%
DIA
1094
Dana Investment Advisors
Wisconsin
$6.84M +$21.4K +22 +0.3%
AIIMS
1095
Analyst IMS Investment Management Services
Israel
$6.83M -$137K -141 -2%
CI
1096
CX Institutional
Indiana
$6.82M -$403K -413 -5%
TRCT
1097
Tower Research Capital (TRC)
New York
$6.82M -$33.1M -33,952 -82%
NSEDCP
1098
NJ State Employees Deferred Compensation Plan
New Jersey
$6.81M
GI
1099
GAMCO Investors
Connecticut
$6.8M +$155K +159 +2%
SG
1100
StoneX Group
New York
$6.79M -$223K -229 -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.