We are live on ! Find out more
COST icon

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
Focus Partners Wealth
126
Focus Partners Wealth
Massachusetts
$246M +$2.03M +2,085 +0.8%
CC
127
Capital Counsel
New York
$244M -$11M -11,292 -4%
CLGM
128
Capitolis Liquid Global Markets
New York
$240M +$86.1M +88,300 +54%
LWCFA
129
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$238M -$1.54M -1,582 -0.6%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$229M -$23.2M -23,761 -9%
Royal London Asset Management
131
Royal London Asset Management
United Kingdom
$229M +$26.8M +27,530 +13%
CAM
132
Congress Asset Management
Massachusetts
$229M -$35.3M -36,240 -13%
Creative Planning
133
Creative Planning
Kansas
$225M +$16.1M +16,534 +7%
SP
134
Sarasin & Partners
United Kingdom
$225M -$1.3M -1,333 -0.6%
Loomis, Sayles & Company
135
Loomis, Sayles & Company
Massachusetts
$224M -$102M -104,504 -31%
Two Sigma Advisers
136
Two Sigma Advisers
New York
$220M -$36.8M -37,700 -14%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$217M +$269K +276 +0.1%
Man Group
138
Man Group
United Kingdom
$216M +$119M +122,434 +115%
BNP Paribas Asset Management
139
BNP Paribas Asset Management
France
$215M -$8.51M -8,724 -4%
GPCM
140
Greenbrier Partners Capital Management
Texas
$212M
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$212M -$103M -105,604 -32%
Allianz Asset Management
142
Allianz Asset Management
Germany
$211M -$26.3M -26,953 -11%
Asset Management One
143
Asset Management One
Japan
$210M +$11.7M +12,012 +6%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$204M -$29.4M -30,194 -12%
Nomura Asset Management
145
Nomura Asset Management
Japan
$202M +$7.66M +7,854 +4%
Pictet Asset Management
146
Pictet Asset Management
Switzerland
$198M -$2.31M -2,373 -1%
Wellington Management Group
147
Wellington Management Group
Massachusetts
$196M +$42.4M +43,539 +27%
M&T Bank
148
M&T Bank
New York
$196M -$15.5M -15,896 -7%
BT
149
Banque Transatlantique
France
$194M -$25.3M -25,927 -11%
HNB
150
Huntington National Bank
Ohio
$193M +$1.85M +1,893 +0.9%

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.