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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
HIMS
1476
Hager Investment Management Services
New Hampshire
$3.84M -$120K -123 -3%
GAMC
1477
Garner Asset Management Corp
Texas
$3.83M -$529K -543 -12%
BWM
1478
BNC Wealth Management
Oregon
$3.83M -$2.51M -2,579 -39%
GCA
1479
Gallagher Capital Advisors
Texas
$3.83M -$9.75K -10 -0.2%
ICM
1480
IMS Capital Management
Oregon
$3.82M +$304K +312 +8%
MPW
1481
Monterey Private Wealth
California
$3.82M +$48.7K +50 +1%
LHC
1482
Little House Capital
Massachusetts
$3.81M +$587K +602 +18%
LA
1483
Legacy Advisors
Pennsylvania
$3.81M +$130K +133 +3%
JIR
1484
James Investment Research
Ohio
$3.8M +$12.7K +13 +0.3%
JFG
1485
Jefferies Financial Group
New York
$3.8M -$3.75M -3,851 -49%
PIA
1486
Perennial Investment Advisors
California
$3.8M +$232K +238 +6%
HA
1487
Huntleigh Advisors
Missouri
$3.8M +$154K +158 +4%
ACA
1488
Aspire Capital Advisors
Washington
$3.78M -$274K -281 -7%
CMI
1489
Clare Market Investments
Texas
$3.77M +$579K +594 +18%
SAM
1490
Strategy Asset Managers
California
$3.76M -$279K -286 -7%
PFGIA
1491
Patriot Financial Group Insurance Agency
Massachusetts
$3.75M +$180K +185 +5%
JWM
1492
Jessup Wealth Management
Ohio
$3.74M -$144K -148 -4%
AWA
1493
Arete Wealth Advisors
Illinois
$3.74M -$1.74M -1,786 -31%
BMCM
1494
Bryn Mawr Capital Management
Pennsylvania
$3.71M -$3.91M -4,012 -51%
RBI
1495
Raiffeisen Bank International
Austria
$3.7M -$870K -892 -18%
SAM
1496
Synergy Asset Management
Washington
$3.69M -$3.43M -3,521 -47%
PAM
1497
Peak Asset Management
Colorado
$3.69M -$357K -366 -9%
PS
1498
Pensionfund Sabic
Netherlands
$3.69M -$877K -900 -19%
BGC
1499
Beutel, Goodman & Co
Ontario, Canada
$3.68M +$3.79M +3,892 New
OFG
1500
Oxford Financial Group
Indiana
$3.68M -$342K -351 -8%

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.