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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
CWM
1701
Chemistry Wealth Management
New York
$2.78M -$21.4K -22 -0.7%
BB
1702
Busey Bank
Illinois
$2.78M -$141K -145 -5%
GP
1703
Greenline Partners
New York
$2.78M +$14.6K +15 +0.5%
CAMV
1704
Concord Asset Management (Virginia)
Virginia
$2.76M -$1.46M -1,496 -35%
WCF
1705
West Coast Financial
California
$2.76M -$584K -599 -17%
CB
1706
CNB Bank
Pennsylvania
$2.76M -$67.3K -69 -2%
DBRC
1707
D.B. Root & Company
Pennsylvania
$2.75M -$89.7K -92 -3%
KA
1708
Kovack Advisors
Florida
$2.75M -$1.8M -1,843 -39%
MLA
1709
My Legacy Advisors
Oregon
$2.74M +$301K +309 +12%
DA
1710
Drake & Associates
Wisconsin
$2.74M +$509K +522 +22%
TPCW
1711
TD Private Client Wealth
New York
$2.74M +$93.6K +96 +3%
BCCM
1712
Bridge Creek Capital Management
Massachusetts
$2.74M -$58.5K -60 -2%
III
1713
Independent Investors Inc
New York
$2.73M
PP
1714
PDS Planning
Ohio
$2.73M +$232K +238 +9%
GIA
1715
Guyasuta Investment Advisors
Pennsylvania
$2.72M -$2.92K -3 -0.1%
PMIA
1716
Patrick Mauro Investment Advisor
Illinois
$2.72M -$86.8K -89 -3%
RGF
1717
Retirement Guys Formula
Ohio
$2.72M +$230K +236 +9%
WWM
1718
WT Wealth Management
Arizona
$2.72M -$125K -128 -4%
MSFS
1719
Main Street Financial Solutions
Pennsylvania
$2.71M -$947K -971 -25%
GAM
1720
Grandview Asset Management
Pennsylvania
$2.71M +$21.4K +22 +0.8%
VCP
1721
Vista Capital Partners
Oregon
$2.69M -$34.1K -35 -1%
AA
1722
Armis Advisers
Georgia
$2.69M +$1.76M +1,806 +188%
CWP
1723
Core Wealth Partners
California
$2.67M +$155K +159 +6%
CFA
1724
Camarda Financial Advisors
Florida
$2.67M -$135K -138 -5%
LRIA
1725
Leonard Rickey Investment Advisors
Washington
$2.67M -$305K -313 -10%

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.