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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
RIA
1576
Realta Investment Advisors
Delaware
$3.28M -$119K -122 -3%
PFA
1577
Peak Financial Advisors
Colorado
$3.28M -$12.7K -13 -0.4%
4WM
1578
44 Wealth Management
Oregon
$3.27M -$24.4K -25 -0.7%
FGA
1579
Fortis Group Advisors
New Jersey
$3.27M -$1.21M -1,241 -26%
BIA
1580
Baer Investment Advisory
California
$3.27M +$1.02M +1,050 +77%
MIA
1581
MeadowBrook Investment Advisors
Michigan
$3.27M -$3.9K -4 -0.1%
WP
1582
Westmount Partners
California
$3.27M -$416K -427 -11%
GFP
1583
Gryphon Financial Partners
Ohio
$3.26M +$291K +298 +9%
SI
1584
Sava Infond
Slovenia
$3.25M -$375K -385 -10%
WBC
1585
West Branch Capital
Massachusetts
$3.25M +$422K +433 +14%
CAM
1586
Centre Asset Management
New York
$3.25M +$3.35M +3,431 New
CP
1587
Capital Planning
Washington
$3.24M -$321K -329 -9%
HCM
1588
Hodges Capital Management
Texas
$3.24M +$1.14M +1,173 +52%
AFC
1589
AFT Forsyth & Company
Florida
$3.24M
WA
1590
Wealth Alliance
New York
$3.23M +$2.07M +2,122 +164%
GEA
1591
Glen Eagle Advisors
New Jersey
$3.23M -$273K -280 -8%
VCP
1592
Verus Capital Partners
Arizona
$3.22M +$311K +319 +10%
TNAM
1593
Terra Nova Asset Management
New York
$3.22M +$31.2K +32 +0.9%
FCM
1594
Fairbanks Capital Management
California
$3.22M -$15.6K -16 -0.5%
FPCP
1595
Fort Point Capital Partners
California
$3.21M +$95.5K +98 +3%
SBWIC
1596
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.21M +$32.2K +33 +1%
BLC
1597
Brown, Lisle/Cummings
Rhode Island
$3.21M +$95.5K +98 +3%
TPM
1598
Triasima Portfolio Management
Quebec, Canada
$3.21M -$145K -149 -4%
AIS
1599
AM Investment Strategies
Tennessee
$3.19M +$4.88K +5 +0.1%
MPA
1600
Marvin & Palmer Associates
Delaware
$3.19M -$263K -270 -7%

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.