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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
CIP
1451
Capital Insight Partners
Arizona
$3.97M +$2.68M +2,746 +189%
Financial Engines Advisors
1452
Financial Engines Advisors
California
$3.97M +$613K +629 +18%
PA
1453
Prossimo Advisors
California
$3.96M -$14.6K -15 -0.4%
LGF
1454
LGT Group Foundation
Liechtenstein
$3.95M -$12.7M -12,991 -76%
CAM
1455
Covenant Asset Management
New Jersey
$3.94M -$110K -113 -3%
CV
1456
Counterweight Ventures
North Carolina
$3.94M +$79.9K +82 +2%
OFS
1457
OneAscent Financial Services
Alabama
$3.93M +$696K +714 +21%
NAM
1458
NTV Asset Management
West Virginia
$3.93M +$2.92K +3 +0.1%
SG
1459
Somerset Group
Minnesota
$3.92M +$174K +178 +4%
ET
1460
Equitable Trust
Tennessee
$3.91M -$95.5K -98 -2%
AFG
1461
ABLE Financial Group
Arizona
$3.91M -$7.8K -8 -0.2%
CAM
1462
Carret Asset Management
New York
$3.91M +$4.88K +5 +0.1%
RA
1463
Rational Advisors
New York
$3.89M +$437K +448 +12%
SCM
1464
SCS Capital Management
Massachusetts
$3.89M +$4.01M +4,116 New
FBT
1465
First Bank & Trust
South Dakota
$3.88M
CAI
1466
Capital Advisors Inc
Oklahoma
$3.88M +$136K +139 +4%
SAI
1467
Savvy Advisors Inc
New York
$3.88M +$640K +656 +19%
GSWM
1468
Golden State Wealth Management
California
$3.88M +$30.2K +31 +0.8%
MIM
1469
MTM Investment Management
South Carolina
$3.87M -$43.9K -45 -1%
FPW
1470
Fairvoy Private Wealth
Alabama
$3.86M -$332K -341 -8%
GC
1471
Garde Capital
Washington
$3.86M +$1.95K +2 +0%
GKWIM
1472
Gerber Kawasaki Wealth & Investment Management
California
$3.85M -$56.5K -58 -1%
OAM
1473
Oak Asset Management
California
$3.84M -$20.5K -21 -0.5%
BO
1474
Bank OZK
Arkansas
$3.84M +$405K +415 +11%
CWS
1475
Cypress Wealth Services
California
$3.84M +$158K +162 +4%

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.