We are live on ! Find out more
COST icon

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
SIG
1301
Sargent Investment Group
Maryland
$4.97M +$120K +123 +2%
LBWM
1302
Left Brain Wealth Management
Illinois
$4.96M -$53.6K -55 -1%
GSB
1303
Greenfield Savings Bank
Massachusetts
$4.95M -$80.9K -83 -2%
SLG
1304
Stanley-Laman Group
Pennsylvania
$4.94M -$450K -462 -8%
VA
1305
VestGen Advisors
Illinois
$4.92M +$5.08M +5,206 New
CCA
1306
Catalyst Capital Advisors
New York
$4.92M -$336K -345 -6%
BFPW
1307
BOK Financial Private Wealth
Colorado
$4.92M -$11.7K -12 -0.2%
SDWIA
1308
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.91M -$155K -159 -3%
CWP
1309
Cyndeo Wealth Partners
Florida
$4.91M +$15.6K +16 +0.3%
AC
1310
Avestar Capital
New York
$4.91M +$574K +589 +13%
BFA
1311
Beaumont Financial Advisors
Massachusetts
$4.89M +$138K +142 +3%
MCP
1312
Mirador Capital Partners
California
$4.88M +$518K +531 +11%
PCH
1313
PGIM Custom Harvest
New Jersey
$4.88M +$1.66M +1,700 +49%
BIM
1314
Brentview Investment Management
Illinois
$4.87M +$214K +219 +4%
SBIA
1315
Sheaff Brock Investment Advisors
Indiana
$4.87M +$97.5K +100 +2%
CF
1316
Centaurus Financial
California
$4.87M -$358K -367 -7%
FFM
1317
Forum Financial Management
Illinois
$4.87M +$223K +229 +5%
IB
1318
Intrust Bank
Kansas
$4.86M +$109K +112 +2%
BFIC
1319
Bedell Frazier Investment Counselling
California
$4.86M -$35.1K -36 -0.7%
CRI
1320
Commonwealth Retirement Investments
Virginia
$4.85M +$47.8K +49 +1%
CAM
1321
Claret Asset Management
Quebec, Canada
$4.85M -$4.99M -5,118 Closed
BAS
1322
Brueske Advisory Services
Washington
$4.84M -$367K -376 -7%
CFG
1323
Cooper Financial Group
California
$4.82M +$228K +234 +5%
DLA
1324
Douglas Lane & Associates
New York
$4.81M +$175K +179 +4%
WA
1325
WBH Advisory
Maryland
$4.8M -$377K -387 -7%

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.