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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
FWP
1151
FAS Wealth Partners
Kansas
$6.25M +$250K +256 +4%
SM
1152
STF Management
Texas
$6.25M -$19.5K -20 -0.3%
BFS
1153
Bard Financial Services
Connecticut
$6.25M -$980K -1,005 -13%
RA
1154
RFG Advisory
Alabama
$6.23M -$28.3K -29 -0.4%
CWM
1155
Calamos Wealth Management
Illinois
$6.21M -$805K -826 -11%
WIC
1156
Woodmont Investment Counsel
Tennessee
$6.2M -$15.6K -16 -0.2%
PGWM
1157
Parisi Gray Wealth Management
New Jersey
$6.2M +$587K +602 +10%
CAG
1158
Csenge Advisory Group
Florida
$6.19M +$375K +385 +7%
GL
1159
GHE LLC
Tennessee
$6.14M -$145K -149 -2%
FNBT
1160
FineMark National Bank & Trust
Florida
$6.1M +$136K +139 +2%
NWM
1161
Northcape Wealth Management
New York
$6.1M -$252K -258 -4%
CI
1162
Conning Inc
Connecticut
$6.09M -$1.35M -1,387 -18%
Arrowstreet Capital
1163
Arrowstreet Capital
Massachusetts
$6.07M -$121M -123,988 -95%
FWC
1164
First Washington Corp
Washington
$6.06M -$2.45M -2,516 -28%
CK
1165
Cohen Klingenstein
New York
$6.05M
LCM
1166
Leisure Capital Management
California
$6.05M -$36.1K -37 -0.6%
LW
1167
Linscomb Wealth
Texas
$6.02M -$121K -124 -2%
MF
1168
Manchester Financial
California
$6.02M -$399K -409 -6%
PFS
1169
Physicians Financial Services
North Carolina
$6.02M +$463K +475 +8%
AT
1170
American Trust
Kentucky
$6.01M -$974K -999 -14%
BAMCO Inc
1171
BAMCO Inc
New York
$6M -$995K -1,021 -14%
NB
1172
Nicolet Bankshares
Wisconsin
$6M -$352K -361 -5%
CT
1173
Chicago Trust
Illinois
$6M -$59.5K -61 -1%
SW
1174
StrongBox Wealth
Missouri
$5.95M +$234K +240 +4%
WM
1175
WS Management
Florida
$5.94M -$937K -961 -13%

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.