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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
MCM
1351
McDonough Capital Management
Florida
$4.57M +$343K +352 +8%
LA
1352
LM Advisors
California
$4.56M -$16.6K -17 -0.4%
ANTB
1353
AMG National Trust Bank
Colorado
$4.56M +$360K +369 +8%
NPA
1354
Nichols & Pratt Advisers
Massachusetts
$4.55M -$361K -370 -7%
LTI
1355
Laffer Tengler Investments
Tennessee
$4.55M -$1.33M -1,369 -22%
JWCA
1356
J.W. Coons Advisors
Ohio
$4.54M -$117K -120 -2%
RWB
1357
RMR Wealth Builders
New Jersey
$4.53M +$7.8K +8 +0.2%
SIA
1358
Schear Investment Advisers
Ohio
$4.53M +$18.5K +19 +0.4%
CCMW
1359
Cypress Capital Management (Wyoming)
Wyoming
$4.53M -$118K -121 -2%
FA
1360
Faithward Advisors
Pennsylvania
$4.52M -$111K -114 -2%
NPT
1361
National Philanthropic Trust
Pennsylvania
$4.52M -$16.6K -17 -0.4%
ACM
1362
Ardent Capital Management
Ohio
$4.52M +$479K +491 +11%
OAM
1363
Ostrum Asset Management
France
$4.46M +$1.59M +1,633 +53%
JF
1364
JSF Financial
California
$4.46M +$301K +309 +7%
SFI
1365
Susquehanna Fundamental Investments
Pennsylvania
$4.45M -$3.47M -3,560 -43%
AA
1366
Aire Advisors
California
$4.45M -$16.6K -17 -0.4%
TF
1367
Telligent Fund
Hong Kong
$4.45M +$195K +200 +4%
BWP
1368
Balboa Wealth Partners
Arizona
$4.44M -$131K -134 -3%
CAM
1369
Columbia Asset Management
Michigan
$4.43M -$216K -222 -5%
FPF
1370
First Pacific Financial
Washington
$4.42M -$441K -452 -9%
GD
1371
Grandfield & Dodd
New York
$4.41M -$34.1K -35 -0.7%
BFF
1372
Byrne Financial Freedom
Massachusetts
$4.41M +$33.1K +34 +0.7%
GI
1373
GS Investments
Minnesota
$4.4M -$468K -480 -9%
AB
1374
Atlas Brown
Kentucky
$4.39M +$3.9K +4 +0.1%
GRQ
1375
Gardner Russo & Quinn
Pennsylvania
$4.39M -$741K -760 -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.