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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
MCM
1626
Manchester Capital Management
Vermont
$3.08M +$123K +126 +4%
GCM
1627
Geneva Capital Management
Wisconsin
$3.07M -$54.6K -56 -2%
HC
1628
Hendley & Co
Ohio
$3.07M -$14.6K -15 -0.5%
BWA
1629
Bordeaux Wealth Advisors
California
$3.06M +$129K +132 +4%
NS
1630
Night Squared
New York
$3.05M +$3.15M +3,230 New
CMS
1631
Capital Market Strategies
Florida
$3.05M -$71.2K -73 -2%
DFG
1632
Delta Financial Group
New Jersey
$3.05M +$565K +579 +21%
WCFA
1633
Walkner Condon Financial Advisors
Wisconsin
$3.04M -$109K -112 -3%
HNWAG
1634
High Net Worth Advisory Group
Florida
$3.04M
NL
1635
NVWM LLC
Pennsylvania
$3.03M +$7.8K +8 +0.3%
ITC
1636
Inspire Trust Company
Nevada
$3.03M +$292K +300 +10%
PWS
1637
Precision Wealth Strategies
Missouri
$3.03M +$388K +398 +14%
GSEP
1638
Golden State Equity Partners
California
$3.01M -$27.3K -28 -0.9%
JCM
1639
Jacobi Capital Management
Pennsylvania
$3.01M +$12.7K +13 +0.4%
WCM
1640
Washburn Capital Management
Florida
$3M +$33.1K +34 +1%
PL
1641
Plancorp LLC
Missouri
$2.99M +$152K +156 +5%
MFG
1642
Mainsail Financial Group
Washington
$2.99M +$108K +111 +4%
SHFA
1643
SS&H Financial Advisors
Michigan
$2.98M +$975 +1 +0%
AWA
1644
Aaron Wealth Advisors
Illinois
$2.98M +$154K +158 +5%
GAA
1645
Global Assets Advisory
Florida
$2.98M +$2.03M +2,084 +194%
AWM
1646
Aviso Wealth Management
Washington
$2.98M +$186K +191 +6%
IIA
1647
IPG Investment Advisors
California
$2.98M -$1.48M -1,521 -33%
OWP
1648
Obermeyer Wealth Partners
Colorado
$2.98M +$365K +374 +13%
BIG
1649
Brookwood Investment Group
Arizona
$2.97M +$3.06M +3,143 New
AA
1650
Advisory Alpha
Michigan
$2.97M +$25.3K +26 +0.8%

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.