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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
DL
1551
DOHJ LLC
Washington
$3.38M -$1.95K -2 -0.1%
OBGC
1552
O'Brien Greene & Co
Pennsylvania
$3.37M -$17.5K -18 -0.5%
NHC
1553
Nicholas Hoffman & Company
Georgia
$3.37M -$99.4K -102 -3%
RYIA
1554
Roehl & Yi Investment Advisors
Oregon
$3.37M +$139M +142,461 +4,178%
CWM
1555
Centric Wealth Management
Illinois
$3.37M +$604K +619 +21%
AWM
1556
Atticus Wealth Management
Florida
$3.36M +$97.5K +100 +3%
BA
1557
BCM Advisors
Louisiana
$3.36M
CPSC
1558
Carl P. Sherr & Co
Massachusetts
$3.36M
EC
1559
Enhancing Capital
Pennsylvania
$3.35M +$3.9K +4 +0.1%
EWM
1560
Elmwood Wealth Management
California
$3.35M -$120K -123 -3%
BFA
1561
Benedict Financial Advisors
Georgia
$3.35M -$208K -213 -6%
CB
1562
Cadence Bank
Mississippi
$3.34M -$83.8K -86 -2%
WHC
1563
Wulff, Hansen & Co
California
$3.34M +$1.22M +1,249 +55%
F8IS
1564
Figure 8 Investment Strategies
Idaho
$3.34M -$883K -906 -20%
CCP
1565
Clarkston Capital Partners
Michigan
$3.34M -$168K -172 -5%
HPC
1566
HM Payson & Co
Maine
$3.33M +$41.9K +43 +1%
WP
1567
WealthShield Partners
North Carolina
$3.32M -$650K -667 -16%
ACM
1568
Allred Capital Management
Texas
$3.32M -$21.4K -22 -0.6%
SWM
1569
Sculati Wealth Management
Michigan
$3.31M -$106K -109 -3%
SA
1570
SoundView Advisors
Washington
$3.31M -$2.38M -2,441 -41%
DAM
1571
Deltec Asset Management
New York
$3.3M
ECM
1572
Eisler Capital Management
United Kingdom
$3.29M +$1.07M +1,094 +46%
SFP
1573
Shepherd Financial Partners
Massachusetts
$3.29M +$128K +131 +4%
GWMIA
1574
Global Wealth Management Investment Advisory
Florida
$3.28M +$209K +214 +7%
KF
1575
KKM Financial
Illinois
$3.28M -$572K -587 -14%

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.