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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
IIC
1426
Ironwood Investment Counsel
Arizona
$4.12M -$258K -265 -6%
BCM
1427
Bridgeway Capital Management
Texas
$4.11M -$1.19M -1,220 -22%
SQA
1428
Simon Quick Advisors
New Jersey
$4.1M +$812K +833 +24%
BWP
1429
Burling Wealth Partners
Illinois
$4.1M +$36.1K +37 +0.9%
JIC
1430
Joel Isaacson & Co
New York
$4.1M +$520K +533 +14%
TCM
1431
Traynor Capital Management
Pennsylvania
$4.07M +$190K +195 +5%
UB
1432
Umpqua Bank
Oregon
$4.07M -$197K -202 -4%
LCM
1433
Legato Capital Management
California
$4.07M +$2.01M +2,057 +92%
JIP
1434
Jaffetilchin Investment Partners
Florida
$4.06M +$83.8K +86 +2%
BWA
1435
Blodgett Wealth Advisors
California
$4.06M -$65.3K -67 -2%
IIM
1436
Illumine Investment Management
Washington
$4.05M -$54.6K -56 -1%
BC
1437
Burney Company
Virginia
$4.03M +$74.1K +76 +2%
RFN
1438
RDA Financial Network
Iowa
$4.03M +$243K +249 +6%
PMAM
1439
Picton Mahoney Asset Management
Ontario, Canada
$4.02M +$4.14M +4,246 New
SAIG
1440
Semper Augustus Investments Group
Colorado
$4.01M -$102K -105 -2%
NPF
1441
Norris Perne & French
Michigan
$4.01M -$653K -670 -14%
MAM
1442
MWA Asset Management
Massachusetts
$4M +$71.2K +73 +2%
DAM
1443
Doheny Asset Management
California
$4M +$37K +38 +0.9%
MMG
1444
Monetary Management Group
Missouri
$4M +$14.6K +15 +0.4%
WSA
1445
Warm Springs Advisors
California
$4M +$33.1K +34 +0.8%
NW
1446
Naviter Wealth
Arkansas
$4M +$19.5K +20 +0.5%
CWM
1447
Cordatus Wealth Management
Pennsylvania
$3.99M +$83.8K +86 +2%
GIC
1448
Generali Investments CEE
Czech Republic
$3.99M -$228K -234 -5%
EFG
1449
Everhart Financial Group
Ohio
$3.99M +$699K +717 +20%
DC
1450
DeDora Capital
California
$3.98M +$99.4K +102 +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.