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
HSA
1126
HBK Sorce Advisory
Pennsylvania
$6.54M -$56.5K -58 -0.8%
FFA
1127
Fairfield Financial Advisors
Massachusetts
$6.53M +$561K +575 +9%
BOS
1128
Bank of Stockton
California
$6.52M -$187K -192 -3%
UCMOK
1129
United Capital Management of KS
Kansas
$6.5M -$41.9K -43 -0.6%
TLP
1130
Trinity Legacy Partners
Texas
$6.5M -$30.2K -31 -0.5%
GWSG
1131
GPS Wealth Strategies Group
Colorado
$6.5M -$279K -286 -4%
PVI
1132
Pine Valley Investments
New Jersey
$6.5M -$588K -603 -8%
JSW
1133
Journey Strategic Wealth
New Jersey
$6.48M +$3.41M +3,493 +104%
AWA
1134
Arkadios Wealth Advisors
Georgia
$6.48M +$2.33M +2,394 +54%
FWIA
1135
Fort Washington Investment Advisors
Ohio
$6.45M -$394K -404 -6%
AF
1136
Apollon Financial
South Carolina
$6.44M +$604K +620 +10%
TVWM
1137
Tower View Wealth Management
Wisconsin
$6.43M -$116K -119 -2%
BBWA
1138
Bell & Brown Wealth Advisors
California
$6.42M +$10.7K +11 +0.2%
CA
1139
CoreCap Advisors
Michigan
$6.41M +$956K +981 +17%
Koshinski Asset Management
1140
Koshinski Asset Management
Illinois
$6.4M +$144K +148 +2%
CAS
1141
Coppell Advisory Solutions
Texas
$6.4M +$2.94M +3,017 +88%
HCA
1142
Harbour Capital Advisors
Virginia
$6.39M -$1.26M -1,289 -16%
SOAMC
1143
Spirit of America Management Corp
New York
$6.39M -$73.1K -75 -1%
BAM
1144
Bellevue Asset Management
Washington
$6.38M -$195K -200 -3%
PSP
1145
Pacific Sage Partners
Washington
$6.38M -$309K -317 -4%
GCM
1146
Gibraltar Capital Management
Oklahoma
$6.34M +$6.53M +6,700 New
RPC
1147
Rossmore Private Capital
Connecticut
$6.32M +$60.4K +62 +0.9%
MAM
1148
Morse Asset Management
Connecticut
$6.31M +$428K +439 +7%
HWM
1149
Hohimer Wealth Management
Washington
$6.27M -$598K -613 -8%
DAM
1150
Diamant Asset Management
Connecticut
$6.27M -$1.74M -1,780 -21%

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.