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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
OIA
1226
Optimum Investment Advisors
Illinois
$5.52M -$210K -215 -4%
HIIFS
1227
Harel Insurance Investments & Financial Services
Israel
$5.51M -$1.28M -1,316 -18%
AAS
1228
Ameritas Advisory Services
Nebraska
$5.5M -$320K -328 -5%
HZ
1229
Hixon Zuercher
Ohio
$5.5M -$2.06M -2,114 -27%
APTFM
1230
AGUR Provident & Training Funds Management
Israel
$5.5M
TC
1231
TFR Capital
Texas
$5.5M +$678K +695 +14%
SSWM
1232
Strait & Sound Wealth Management
California
$5.49M -$152K -156 -3%
RIM
1233
RW Investment Management
Idaho
$5.48M +$166K +170 +3%
LSA
1234
L & S Advisors
California
$5.47M -$2.33M -2,387 -29%
FWP
1235
Falcon Wealth Planning
California
$5.46M -$626K -642 -10%
SFM
1236
Signet Financial Management
New Jersey
$5.46M -$6.83K -7 -0.1%
TGAM
1237
TBH Global Asset Management
Tennessee
$5.45M +$476K +488 +9%
EFH
1238
Eaton Financial Holdings
Florida
$5.44M +$5.38M +5,513 +2,259%
MFS
1239
Madrona Financial Services
Washington
$5.44M -$42.9K -44 -0.8%
CCFM
1240
Clear Creek Financial Management
Washington
$5.43M +$529K +543 +10%
SFG
1241
Snider Financial Group
Washington
$5.42M -$383K -393 -6%
RCG
1242
Regatta Capital Group
California
$5.41M +$226K +232 +4%
GPFA
1243
Game Plan Financial Advisors
Ohio
$5.4M -$336K -345 -6%
TNBTD
1244
Trustmark National Bank Trust Department
Mississippi
$5.39M +$606K +622 +12%
IPAM
1245
ICICI Prudential Asset Management
India
$5.38M -$74.1K -76 -1%
RWA
1246
Roberts Wealth Advisors
California
$5.38M -$47.8K -49 -0.9%
BCM
1247
Blume Capital Management
California
$5.38M -$555K -569 -9%
HT
1248
Headlands Technologies
Illinois
$5.38M +$3.28M +3,363 +145%
NHT
1249
New Hampshire Trust
New Hampshire
$5.38M -$368K -377 -6%
ACS
1250
Archford Capital Strategies
Illinois
$5.36M +$235K +241 +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.