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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
SCM
1376
SOL Capital Management
Maryland
$4.38M +$269K +276 +6%
PWCM
1377
Processus Wealth & Capital Management
Tennessee
$4.38M +$52.6K +54 +1%
FMB
1378
Field & Main Bank
Kentucky
$4.37M -$213K -218 -5%
PCTC
1379
Perkins Coie Trust Company
Washington
$4.36M -$17.5K -18 -0.4%
AWA
1380
Alta Wealth Advisors
Massachusetts
$4.35M -$7.8K -8 -0.2%
IP
1381
Ignite Planners
California
$4.35M +$310K +318 +8%
IRAG
1382
Investment Research & Advisory Group
Georgia
$4.34M +$131K +134 +3%
OL
1383
one8zero8 LLC
North Carolina
$4.31M +$290K +297 +7%
BFW
1384
Brady Family Wealth
Missouri
$4.31M -$74.1K -76 -2%
FDS
1385
Freedom Day Solutions
Texas
$4.31M -$432K -443 -9%
WA
1386
Wambolt & Associates
Colorado
$4.3M -$393K -403 -8%
GIM
1387
Guardian Investment Management
California
$4.3M -$645K -662 -13%
WF
1388
Wayfinding Financial
Washington
$4.29M -$8.78K -9 -0.2%
SSWM
1389
Sheets Smith Wealth Management
North Carolina
$4.29M -$3.9K -4 -0.1%
MCA
1390
Martin Capital Advisors
Texas
$4.28M -$194K -199 -4%
CCM
1391
Connective Capital Management
California
$4.28M +$1.91M +1,955 +76%
CC
1392
Constitution Capital
Connecticut
$4.28M +$1.33M +1,364 +43%
CPSAC
1393
Chas P. Smith & Associates (CPS)
Florida
$4.27M -$41.3M -42,378 -90%
CWM
1394
Cornerstone Wealth Management
Missouri
$4.27M -$86.8K -89 -2%
FBFS
1395
First Business Financial Services
Wisconsin
$4.26M +$320K +328 +8%
MFS
1396
Monetta Financial Services
Illinois
$4.26M
BIG
1397
Brooklyn Investment Group
New York
$4.26M +$1.2M +1,235 +38%
AIM
1398
Allen Investment Management
New York
$4.25M +$2.81M +2,880 +178%
CAAS
1399
Capital Asset Advisory Services
Michigan
$4.25M +$79K +81 +2%
KHLMTHM
1400
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.24M

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.