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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
TPA
1101
Trivium Point Advisory
Connecticut
$6.79M -$190K -195 -3%
WAP
1102
Wealthcare Advisory Partners
Pennsylvania
$6.78M -$140K -144 -2%
RWA
1103
River Wealth Advisors
Pennsylvania
$6.76M -$197K -202 -3%
TP
1104
Tranquility Partners
Tennessee
$6.75M +$83.8K +86 +1%
SAM
1105
Sawgrass Asset Management
Florida
$6.75M -$2.88M -2,949 -29%
HI
1106
Horizon Investments
North Carolina
$6.75M +$309K +317 +5%
SS
1107
Sunbelt Securities
Texas
$6.72M +$149K +153 +2%
SWP
1108
Sagespring Wealth Partners
Tennessee
$6.7M +$923K +947 +15%
EWA
1109
Etesian Wealth Advisors
Oregon
$6.69M
JWM
1110
JPL Wealth Management
Colorado
$6.69M -$136K -140 -2%
FNA
1111
First National Advisers
Nebraska
$6.67M -$1.13M -1,163 -14%
FHA
1112
Flagship Harbor Advisors
Massachusetts
$6.65M -$14.6K -15 -0.2%
KM
1113
KP Management
Minnesota
$6.62M
BTI
1114
Blue Trust Inc
Georgia
$6.62M +$101K +104 +2%
TFA
1115
Transamerica Financial Advisors
Florida
$6.61M -$834K -855 -11%
PWM
1116
Palumbo Wealth Management
New York
$6.61M +$949K +973 +16%
MWM
1117
Modera Wealth Management
New Jersey
$6.61M -$86.8K -89 -1%
FIB
1118
First Interstate Bank
Montana
$6.6M -$301K -309 -4%
TW
1119
TritonPoint Wealth
Maryland
$6.6M +$42.9K +44 +0.6%
CAC
1120
Certified Advisory Corp
Florida
$6.57M -$147K -151 -2%
HIC
1121
Holderness Investments Company
North Carolina
$6.57M +$18.5K +19 +0.3%
GBT
1122
Grove Bank & Trust
Florida
$6.56M +$3.98M +4,080 +143%
SC
1123
Syon Capital
California
$6.54M +$880K +903 +15%
CAL
1124
Capital Analysts LLC
Pennsylvania
$6.54M -$114K -117 -2%
MPPLM
1125
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.54M -$122K -125 -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.