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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
Mariner
101
Mariner
Kansas
$338M +$937K +961 +0.3%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$337M +$14.3M +14,623 +4%
William Blair Investment Management
103
William Blair Investment Management
Illinois
$334M +$16M +16,394 +5%
Aviva
104
Aviva
United Kingdom
$330M +$38.8M +39,801 +13%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$325M -$17.6M -18,020 -5%
BBHC
106
Brown Brothers Harriman & Co
New York
$323M -$72.7M -74,605 -18%
Axa
107
Axa
France
$320M -$54.1M -55,455 -14%
KeyBank National Association
108
KeyBank National Association
Ohio
$317M -$4.21M -4,321 -1%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$301M -$25M -25,651 -7%
Canada Pension Plan Investment Board
110
Canada Pension Plan Investment Board
Ontario, Canada
$300M -$379M -388,537 -55%
Truist Financial
111
Truist Financial
North Carolina
$296M +$4.18M +4,285 +1%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291M -$968K -993 -0.3%
Universal-Beteiligungs- und Servicegesellschaft
113
Universal-Beteiligungs- und Servicegesellschaft
Germany
$290M +$766K +786 +0.3%
Macquarie Group
114
Macquarie Group
Australia
$289M +$9.59M +9,833 +3%
DB
115
Danske Bank
Denmark
$285M +$38.8M +39,821 +15%
AI
116
Axiom Investors
Connecticut
$284M -$44M -45,175 -13%
HTC
117
Haverford Trust Company
Pennsylvania
$284M -$3.59M -3,687 -1%
DZ Bank
118
DZ Bank
Germany
$282M -$18.2M -18,692 -6%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$278M -$5.58M -5,724 -2%
1832 Asset Management
120
1832 Asset Management
Ontario, Canada
$278M -$255M -262,045 -47%
Squarepoint
121
Squarepoint
New York
$271M +$227M +233,027 +436%
RG
122
Rathbones Group
United Kingdom
$265M -$11.8M -12,111 -4%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$262M +$3.82M +3,921 +1%
Bank Julius Baer & Co
124
Bank Julius Baer & Co
Switzerland
$261M +$22.5M +23,122 +9%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$250M +$9.27M +9,506 +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.