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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
CLA
1201
Carnegie Lake Advisors
New Jersey
$5.7M -$97.5K -100 -2%
PMWMG
1202
Parr McKnight Wealth Management Group
Minnesota
$5.69M +$178K +183 +3%
BIA
1203
Beacon Investment Advisors
Maryland
$5.68M +$3.9K +4 +0.1%
CPIG
1204
Chicago Partners Investment Group
Illinois
$5.68M +$197K +202 +4%
AWM
1205
Avior Wealth Management
Nebraska
$5.66M -$253K -260 -4%
AIM
1206
Alhambra Investment Management
Florida
$5.65M -$110K -113 -2%
GS
1207
GTS Securities
New York
$5.64M +$193K +198 +3%
CAWM
1208
Capital Advisors Wealth Management
Washington
$5.62M -$48.7K -50 -0.8%
OCM
1209
Orleans Capital Management
Louisiana
$5.62M -$128K -131 -2%
WPC
1210
Wedmont Private Capital
Pennsylvania
$5.61M +$347K +356 +7%
MWM
1211
Mattern Wealth Management
Kansas
$5.6M +$175K +179 +3%
ST
1212
Somerset Trust
Pennsylvania
$5.6M -$44.8K -46 -0.8%
SGI
1213
Summit Global Investments
Utah
$5.59M -$1.29M -1,328 -18%
BRG
1214
Bay Rivers Group
Virginia
$5.57M +$87.7K +90 +2%
HCM
1215
Hall Capital Management
Rhode Island
$5.57M +$51.7K +53 +0.9%
SVWAG
1216
Sound View Wealth Advisors Group
Georgia
$5.56M -$101K -104 -2%
PCG
1217
PFC Capital Group
California
$5.56M -$155K -159 -3%
TC
1218
TAGStone Capital
North Carolina
$5.55M -$39K -40 -0.7%
QI
1219
Qtron Investments
Massachusetts
$5.55M +$515K +528 +10%
KWA
1220
Kingswood Wealth Advisors
California
$5.54M -$493K -506 -8%
TWP
1221
Tyche Wealth Partners
Texas
$5.54M -$640K -656 -10%
CWG
1222
Cornerstone Wealth Group
North Carolina
$5.53M -$102K -105 -2%
AIC
1223
Argus Investors Counsel
New York
$5.53M -$159K -163 -3%
KAM
1224
Knightsbridge Asset Management
California
$5.52M +$24.4K +25 +0.4%
FLI
1225
Family Legacy Inc
South Carolina
$5.52M -$238K -244 -4%

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.