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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
IA
1601
Insight Advisors
Pennsylvania
$3.19M +$83.8K +86 +3%
MCC
1602
Malaga Cove Capital
California
$3.19M +$8.78K +9 +0.3%
SWA
1603
SFMG Wealth Advisors
Texas
$3.19M -$3.9K -4 -0.1%
PF
1604
Prosperitas Financial
California
$3.18M +$138K +142 +4%
PPWP
1605
Premier Path Wealth Partners
New Jersey
$3.17M -$79K -81 -2%
OP
1606
ORG Partners
Indiana
$3.16M -$97.5K -100 -3%
FCB
1607
First County Bank
Connecticut
$3.16M -$11.7K -12 -0.4%
IA
1608
IFC Advisors
California
$3.16M -$17.5K -18 -0.5%
SIA
1609
Soltis Investment Advisors
Utah
$3.15M +$170K +174 +6%
FCA
1610
Fortis Capital Advisors
Kansas
$3.14M -$1.52M -1,556 -32%
CCG
1611
Chatham Capital Group
Georgia
$3.14M +$1.48M +1,518 +84%
WC
1612
Westhampton Capital
North Carolina
$3.13M +$77K +79 +2%
WI
1613
Westbourne Investments
Virginia
$3.13M -$111K -114 -3%
MS
1614
Maven Securities
Jersey
$3.12M +$2.01M +2,057 +166%
PCM
1615
Pointe Capital Management
Michigan
$3.11M -$162K -166 -5%
GL
1616
Graypoint LLC
New York
$3.1M +$57.5K +59 +2%
GWM
1617
Graybill Wealth Management
Illinois
$3.1M +$3.19M +3,273 New
WAS
1618
Winch Advisory Services
Wisconsin
$3.09M +$35.1K +36 +1%
PFG
1619
Prosperity Financial Group
California
$3.09M +$10.7K +11 +0.3%
TAP
1620
Tounjian Advisory Partners
Florida
$3.09M +$3.19M +3,270 New
RA
1621
Rockingstone Advisors
Massachusetts
$3.09M +$44.8K +46 +1%
CIC
1622
Crawford Investment Counsel
Georgia
$3.08M +$102K +105 +3%
ACM
1623
Alpha Capital Management
Texas
$3.08M +$1.95K +2 +0.1%
COI
1624
Connable Office Inc
Michigan
$3.08M -$521K -534 -14%
SIS
1625
Strategic Investment Solutions
Illinois
$3.08M +$1.95K +2 +0.1%

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.