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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
AG
1726
AmeriFlex Group
Nevada
$2.67M +$19.5K +20 +0.7%
STAS
1727
Strong Tower Advisory Services
Minnesota
$2.67M +$66.3K +68 +2%
CC
1728
Commons Capital
Massachusetts
$2.67M -$53.6K -55 -2%
PCA
1729
Prosperity Capital Advisors
Ohio
$2.66M +$404K +414 +17%
BOM
1730
Bank of Marin
California
$2.66M -$185K -190 -6%
FWA
1731
FSM Wealth Advisors
Ohio
$2.66M -$329K -337 -11%
MPPW
1732
Mitchell & Pahl Private Wealth
Oklahoma
$2.66M -$25.3K -26 -0.9%
AWAG
1733
ARS Wealth Advisors Group
Florida
$2.66M +$53.6K +55 +2%
CWP
1734
Concord Wealth Partners
Virginia
$2.65M -$1.47M -1,510 -35%
CM
1735
Castleark Management
Illinois
$2.65M
ZIC
1736
ZWJ Investment Counsel
Georgia
$2.64M -$380K -390 -12%
PCP
1737
Proficio Capital Partners
Massachusetts
$2.63M +$73.1K +75 +3%
NF
1738
Nvest Financial
New Hampshire
$2.63M +$33.1K +34 +1%
TWM
1739
Tradition Wealth Management
Minnesota
$2.63M +$16.6K +17 +0.6%
OSNBOA
1740
Old Second National Bank of Aurora
Illinois
$2.63M -$1.23M -1,259 -31%
AFS
1741
Aft Forsyth & Sober
Florida
$2.62M
AFT
1742
Alpha Family Trust
California
$2.62M +$478K +490 +22%
SICM
1743
Sustainable Insight Capital Management
New York
$2.61M +$97.5K +100 +4%
USWG
1744
U.S. Wealth Group
New York
$2.6M -$158K -162 -6%
TWA
1745
Trace Wealth Advisors
California
$2.6M -$195K -200 -7%
WG
1746
Wealth Group
North Carolina
$2.59M +$275K +282 +11%
CA
1747
Claro Advisors
Massachusetts
$2.59M +$96.5K +99 +4%
TBC
1748
Ted Buchan & Co
California
$2.58M -$112K -115 -4%
SM
1749
Sweeney & Michel
California
$2.58M +$2.77M +2,843 New
IAS
1750
Investment Advisory Services
Texas
$2.58M +$62.4K +64 +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.