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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
HA
1401
Harfst & Associates
Wyoming
$4.24M -$101K -104 -2%
XF
1402
XML Financial
Maryland
$4.24M +$243K +249 +6%
BCM
1403
Berbice Capital Management
New York
$4.24M +$34.1K +35 +0.8%
OPW
1404
Osprey Private Wealth
New York
$4.22M +$380K +390 +10%
CI
1405
Cigna Investments
Connecticut
$4.22M -$74.1K -76 -2%
MCM
1406
MV Capital Management
Maryland
$4.22M +$172K +176 +4%
MA
1407
Mezzasalma Advisors
New Jersey
$4.21M +$327K +335 +8%
DFA
1408
Delta Financial Advisors
Louisiana
$4.2M +$36.1K +37 +0.8%
SWMG
1409
Stillwater Wealth Management Group
Florida
$4.2M +$173K +177 +4%
RCIM
1410
Red Cedar Investment Management
Michigan
$4.19M
MAWA
1411
Moss Adams Wealth Advisors
Washington
$4.19M +$378K +388 +10%
EFS
1412
Essex Financial Services
Connecticut
$4.18M -$156K -160 -3%
VIA
1413
Vickerman Investment Advisors
Washington
$4.18M -$38K -39 -0.9%
SGM
1414
Skye Global Management
Florida
$4.16M
KCM
1415
Kathmere Capital Management
Pennsylvania
$4.15M +$15.6K +16 +0.4%
SA
1416
Strategic Advisors
New York
$4.15M +$12.7K +13 +0.3%
EW
1417
Elyxium Wealth
California
$4.14M +$1.49M +1,527 +54%
NFSG
1418
Newbridge Financial Services Group
Florida
$4.14M +$132K +135 +3%
MWA
1419
Moser Wealth Advisors
Washington
$4.14M +$165K +169 +4%
TWM
1420
TriaGen Wealth Management
California
$4.13M -$4.88K -5 -0.1%
EP
1421
Edgestream Partners
New Jersey
$4.13M -$971K -996 -19%
WHCI
1422
W.H. Cornerstone Investments
Massachusetts
$4.13M -$1.16M -1,191 -21%
SN
1423
Sittner & Nelson
Oregon
$4.13M +$7.8K +8 +0.2%
SC
1424
Saturna Capital
Washington
$4.13M
GPA
1425
Garrison Point Advisors
California
$4.12M -$120K -123 -3%

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.