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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
FIM
1326
Fruth Investment Management
Texas
$4.78M -$120K -123 -2%
SAM
1327
S.A. Mason
Michigan
$4.78M -$27.3K -28 -0.6%
ATWA
1328
Arbor Trust Wealth Advisors
Michigan
$4.76M -$191K -196 -4%
GFA
1329
Gifford Fong Associates
California
$4.74M
RP
1330
Rowlandmiller & Partners
Georgia
$4.74M -$99.4K -102 -2%
A
1331
Argentarii
Ohio
$4.73M +$625K +641 +15%
CG
1332
Carmignac Gestion
France
$4.73M
KFBMI
1333
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.73M
BDS
1334
Banco de Sabadell
Florida
$4.72M +$403K +413 +9%
TSMHT
1335
Thurston Springer Miller Herd & Titak
Indiana
$4.71M +$852K +874 +21%
WCM
1336
Weaver Capital Management
Georgia
$4.69M +$275K +282 +6%
SPC
1337
Spirepoint Private Client
Florida
$4.68M -$7.16M -7,341 -60%
BBI
1338
Baxter Bros Inc
Connecticut
$4.67M +$108K +111 +2%
ZI
1339
ZEGA Investments
Florida
$4.67M +$239K +245 +5%
SB
1340
Strategic Blueprint
Georgia
$4.66M -$41.9K -43 -0.9%
CA
1341
Continuum Advisory
Idaho
$4.66M +$564K +578 +13%
ABLA
1342
Alan B. Lancz & Associates
Ohio
$4.66M -$19.5K -20 -0.4%
AGA
1343
Accuvest Global Advisors
Utah
$4.66M +$4.8M +4,924 New
1C
1344
111 Capital
France
$4.64M -$438K -449 -8%
TC
1345
Tsai Capital
New York
$4.64M -$415K -426 -8%
PFM
1346
Patton Fund Management
Texas
$4.63M -$1.42M -1,455 -23%
HCM
1347
Highview Capital Management
Illinois
$4.63M +$84.8K +87 +2%
KC
1348
Kadensa Capital
Hong Kong
$4.63M +$4.78M +4,899 New
LM
1349
Lincluden Management
Ontario, Canada
$4.59M -$167K -171 -3%
SLI
1350
Sumitomo Life Insurance
Japan
$4.59M -$72.1K -74 -2%

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.