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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
FIM
1676
FWL Investment Management
Texas
$2.89M -$29.2K -30 -1%
WCM
1677
Whitener Capital Management
North Carolina
$2.88M +$146K +150 +5%
CIG
1678
CHB Investment Group
Pennsylvania
$2.87M +$9.75K +10 +0.3%
CFS
1679
Commonwealth Financial Services
West Virginia
$2.87M -$2.92K -3 -0.1%
AO
1680
Advisor OS
Illinois
$2.87M +$218K +224 +8%
MSFP
1681
Mark Sheptoff Financial Planning
Connecticut
$2.85M
GI
1682
GLOBALT Investments
Georgia
$2.85M -$678K -695 -19%
BP
1683
BBR Partners
New York
$2.85M -$147K -151 -5%
BI
1684
Ballast Inc
Kentucky
$2.84M +$52.6K +54 +2%
SACTSONJ
1685
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.84M
WP
1686
Waycross Partners
Kentucky
$2.84M
SA
1687
SRN Advisors
Pennsylvania
$2.83M -$83.8K -86 -3%
TTIC
1688
Tower Trust & Investment Company
Iowa
$2.83M +$2.78M +2,847 New
SFG
1689
SevenBridge Financial Group
Pennsylvania
$2.83M +$1.26M +1,294 +87%
RBFC
1690
Roman Butler Fullerton & Co
Missouri
$2.83M -$81.9K -84 -3%
ECM
1691
Exchange Capital Management
Michigan
$2.83M +$514K +527 +21%
WFA
1692
Wellspring Financial Advisors
Ohio
$2.82M +$69.2K +71 +2%
AF
1693
Alerus Financial
North Dakota
$2.82M +$2.12M +2,178 +272%
AB
1694
ANB Bank
Colorado
$2.82M -$300K -308 -9%
IWA
1695
Icon Wealth Advisors
Texas
$2.81M +$54.6K +56 +2%
CW
1696
Channel Wealth
California
$2.81M -$40.9K -42 -1%
CPIA
1697
Cornell Pochily Investment Advisors
New York
$2.8M -$2.92K -3 -0.1%
FWM
1698
Forza Wealth Management
Florida
$2.79M -$124K -127 -4%
GLLW
1699
Graves Light Lenhart Wealth
Virginia
$2.79M -$74.1K -76 -3%
FNWM
1700
Financial Network Wealth Management
Utah
$2.79M +$975 +1 +0%

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.