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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
SS
1176
SBI Securities
Japan
$5.94M -$4.76M -4,881 -44%
FRA
1177
Front Row Advisors
California
$5.93M -$59.5K -61 -1%
CWS
1178
Confluence Wealth Services
Pennsylvania
$5.92M +$1.38M +1,417 +30%
NCGI
1179
Next Century Growth Investors
Minnesota
$5.9M +$518K +531 +9%
AFP
1180
Ausdal Financial Partners
Iowa
$5.9M +$2M +2,049 +49%
LS
1181
Leelyn Smith
Illinois
$5.89M -$132K -135 -2%
ACM
1182
Accent Capital Management
Ohio
$5.88M
CI
1183
Ceera Investments
Texas
$5.85M -$6.83K -7 -0.1%
HH
1184
Hilltop Holdings
Texas
$5.84M -$953K -977 -14%
AF
1185
AGP Franklin
Tennessee
$5.83M +$123K +126 +2%
SAM
1186
Smartleaf Asset Management
Massachusetts
$5.82M +$370K +379 +6%
ACA
1187
Atlas Capital Advisors
Wyoming
$5.81M
EAM
1188
EFG Asset Management
Oregon
$5.8M -$942K -966 -14%
GWCM
1189
Godshalk Welsh Capital Management
Pennsylvania
$5.8M -$188K -193 -3%
TWA
1190
TCI Wealth Advisors
Arizona
$5.79M +$252K +258 +4%
SIA
1191
Schechter Investment Advisors
Michigan
$5.79M -$1.68M -1,720 -22%
LI
1192
Lafayette Investments
Maryland
$5.79M -$171K -175 -3%
WR
1193
WD Rutherford
Oregon
$5.77M +$5.85K +6 +0.1%
ARC
1194
Advisor Resource Council
Texas
$5.77M +$6.3M +6,466 New
SNB
1195
Security National Bank
Nebraska
$5.76M +$5.13M +5,261 +638%
BONH
1196
Bank of New Hampshire
New Hampshire
$5.74M -$228K -234 -4%
EWA
1197
EverSource Wealth Advisors
Alabama
$5.72M -$4.56M -4,675 -44%
TH
1198
TCTC Holdings
Texas
$5.72M +$942K +966 +19%
HWAM
1199
Hennion & Walsh Asset Management
New Jersey
$5.72M +$952K +976 +19%
ADL
1200
Asset Dedication LLC
California
$5.71M -$177K -182 -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.