We are live on ! Find out more
COST icon

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
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$192M +$7.72M +7,920 +4%
EIP
152
Epoch Investment Partners
New York
$189M -$35.4M -36,261 -15%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$188M +$13.9M +14,293 +8%
Osaic Holdings
154
Osaic Holdings
Arizona
$185M -$33.1M -33,982 -15%
DWA
155
Douglass Winthrop Advisors
New York
$184M -$9.88M -10,131 -5%
TG
156
TCW Group
California
$182M -$1.74M -1,787 -0.9%
Lord, Abbett & Co
157
Lord, Abbett & Co
New Jersey
$178M -$25.6M -26,308 -12%
Jane Street
158
Jane Street
New York
$175M +$136M +139,631 +306%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$171M +$3.89M +3,989 +2%
Massachusetts Financial Services
160
Massachusetts Financial Services
Massachusetts
$171M -$15.4M -15,766 -8%
TWC
161
TD Waterhouse Canada
Ontario, Canada
$171M +$20.5K +21 +0%
Cetera Investment Advisers
162
Cetera Investment Advisers
Illinois
$168M +$15.9M +16,347 +10%
RAM
163
Resona Asset Management
Japan
$168M +$9.98M +10,234 +6%
LPPI
164
Local Pensions Partnership Investment
United Kingdom
$167M -$17.8M -18,300 -9%
Empower Advisory Group
165
Empower Advisory Group
Colorado
$167M -$50.7K -52 -0%
SOMRS
166
State of Michigan Retirement System
Michigan
$166M +$195K +200 +0.1%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$164M +$31.9M +32,766 +23%
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$163M +$40.2M +41,270 +32%
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$162M -$187M -192,006 -53%
Jacobs Levy Equity Management
170
Jacobs Levy Equity Management
New Jersey
$159M +$124M +127,376 +315%
WF
171
Welch & Forbes
Massachusetts
$157M -$2.1M -2,149 -1%
SEI Investments
172
SEI Investments
Pennsylvania
$156M +$8.18M +8,388 +5%
MSV
173
MN Services Vermogensbeheer
Netherlands
$154M -$11.9M -12,200 -7%
Mackenzie Financial
174
Mackenzie Financial
Ontario, Canada
$154M -$9.44M -9,684 -6%
CIBC Asset Management
175
CIBC Asset Management
Ontario, Canada
$153M +$337K +346 +0.2%

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.