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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
PP
1251
Patron Partners
Texas
$5.36M +$210K +215 +4%
MNBTD
1252
Moody National Bank Trust Division
Texas
$5.35M -$36.1K -37 -0.7%
GS
1253
GWN Securities
Florida
$5.33M +$3.17M +3,255 +150%
RBC
1254
Romano Brothers & Co
Illinois
$5.32M +$21.4K +22 +0.4%
UBG
1255
United Bank (Georgia)
Georgia
$5.31M -$809K -830 -13%
BMC
1256
Benin Management Corp
Connecticut
$5.31M -$181K -186 -3%
HDA
1257
Harold Davidson & Associates
California
$5.28M -$66.3K -68 -1%
IIA
1258
ICW Investment Advisors
Arizona
$5.26M -$36.1K -37 -0.7%
IWA
1259
IBEX Wealth Advisors
New Jersey
$5.26M +$292K +299 +6%
PWP
1260
Principle Wealth Partners
Connecticut
$5.24M -$185K -190 -3%
CNC
1261
Citizens & Northern Corp
Pennsylvania
$5.24M -$31.2K -32 -0.6%
HIA
1262
Harbor Investment Advisory
Maryland
$5.23M -$140K -144 -3%
RIA
1263
Regal Investment Advisors
Michigan
$5.23M -$140K -144 -3%
LOIM
1264
Liberty One Investment Management
Illinois
$5.22M +$67.3K +69 +1%
LFAS
1265
Level Four Advisory Services
Texas
$5.2M +$45.8K +47 +0.9%
XSC
1266
X-Square Capital
Puerto Rico
$5.2M +$147K +151 +3%
PTC
1267
Private Trust Company
Ohio
$5.18M +$262K +269 +5%
PPW
1268
Parcion Private Wealth
Washington
$5.17M +$151K +155 +3%
PHIC
1269
Pine Haven Investment Counsel
Massachusetts
$5.17M -$67.3K -69 -1%
HFS
1270
Hantz Financial Services
Michigan
$5.16M -$77K -79 -1%
TPWA
1271
TRUE Private Wealth Advisors
Oregon
$5.15M +$64.3K +66 +1%
CCM
1272
Cohen Capital Management
California
$5.14M
MWAM
1273
Manhattan West Asset Management
California
$5.14M +$407K +417 +8%
MPWS
1274
McCarter Private Wealth Services
Massachusetts
$5.13M -$213K -218 -4%
SIM
1275
Stratos Investment Management
Ohio
$5.13M +$201K +206 +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.