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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
HI
1276
Harrington Investments
California
$5.12M +$135K +138 +3%
TRIA
1277
Trail Ridge Investment Advisors
Colorado
$5.12M -$110K -113 -2%
IAS
1278
Insigneo Advisory Services
Florida
$5.12M +$472K +484 +10%
GIM
1279
Grassi Investment Management
California
$5.12M +$247K +253 +5%
EWA
1280
Encompass Wealth Advisors
Oregon
$5.11M +$70.2K +72 +1%
SC
1281
Sepio Capital
Utah
$5.11M +$156K +160 +3%
HIS
1282
Harvest Investment Services
Illinois
$5.08M -$1.11M -1,140 -18%
DTC
1283
Davidson Trust Company
Washington
$5.08M -$274K -281 -5%
PWMAG
1284
Pinnacle Wealth Management Advisory Group
New Jersey
$5.08M +$99.4K +102 +2%
GCM
1285
Graham Capital Management
Connecticut
$5.07M +$5.22M +5,359 New
RCA
1286
Resonant Capital Advisors
Wisconsin
$5.07M -$147K -151 -3%
MIA
1287
MMBG Investment Advisors
Florida
$5.06M +$1.59M +1,630 +44%
PB
1288
Pinnacle Bancorp
Nebraska
$5.06M -$50.7K -52 -1%
FWM
1289
Forefront Wealth Management
Pennsylvania
$5.05M -$17.5K -18 -0.3%
SAG
1290
SageView Advisory Group
California
$5.05M -$20.5K -21 -0.4%
AF
1291
Advisornet Financial
Minnesota
$5.02M +$154K +158 +3%
IPW
1292
Inlet Private Wealth
Florida
$5.01M -$73.1K -75 -1%
TCPG
1293
Trivant Custom Portfolio Group
California
$5.01M -$54.6K -56 -1%
LFP
1294
Leeward Financial Partners
Washington
$5.01M +$334K +343 +7%
EWM
1295
Elite Wealth Management
Washington
$5M -$929K -953 -15%
ACM
1296
Alcosta Capital Management
California
$5M -$53.6K -55 -1%
CCIA
1297
Cherry Creek Investment Advisors
Colorado
$4.99M -$329K -337 -6%
AFA
1298
Allium Financial Advisors
Oregon
$4.98M +$5.14M +5,269 New
EFM
1299
Eley Financial Management
Vermont
$4.97M -$86.8K -89 -2%
AC
1300
Arjuna Capital
North Carolina
$4.97M -$839K -861 -14%

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.