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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
IIA
1751
Integral Investment Advisors
California
$2.58M +$54.6K +56 +2%
SAA
1752
Southeast Asset Advisors
Georgia
$2.57M -$194K -199 -7%
SMA
1753
Sage Mountain Advisors
Georgia
$2.57M -$126K -129 -5%
CHAM
1754
Clear Harbor Asset Management
Connecticut
$2.57M -$144K -148 -5%
NQWM
1755
Northwest Quadrant Wealth Management
Oregon
$2.56M -$16.6K -17 -0.6%
NAMP
1756
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.56M +$9.75K +10 +0.4%
ACM
1757
Argent Capital Management
Missouri
$2.56M
FDS
1758
First Dallas Securities
Texas
$2.56M -$48.7K -50 -2%
MPI
1759
Mairs & Power Inc
Minnesota
$2.55M -$38K -39 -1%
VWM
1760
Vivid Wealth Management
Iowa
$2.55M +$66.3K +68 +3%
ME
1761
McIlrath & Eck
Washington
$2.55M -$27.3K -28 -1%
CF
1762
Convergence Financial
Missouri
$2.55M +$101K +104 +4%
MWM
1763
Massachusetts Wealth Management
Massachusetts
$2.55M -$58.5K -60 -2%
PFP
1764
Paragon Financial Partners
California
$2.55M
KIM
1765
Kane Investment Management
California
$2.55M +$156K +160 +6%
RWA
1766
Redhawk Wealth Advisors
Minnesota
$2.54M +$22.4K +23 +0.9%
VCM
1767
Viewpoint Capital Management
Washington
$2.54M +$10.7K +11 +0.4%
FPGK
1768
Financial Partners Group (Kansas)
Kansas
$2.54M +$380K +390 +17%
CIM
1769
CIM Investment Management
Pennsylvania
$2.54M -$1.95K -2 -0.1%
PWMG
1770
Prestige Wealth Management Group
New Jersey
$2.54M -$13.7K -14 -0.5%
I
1771
INVST
Indiana
$2.53M -$831K -852 -24%
AI
1772
Accredited Investors
Minnesota
$2.53M +$16.6K +17 +0.6%
SHFA
1773
SC&H Financial Advisors
Maryland
$2.53M
AAP
1774
Arax Advisory Partners
Colorado
$2.52M -$1.87M -1,922 -42%
TIA
1775
Tiemann Investment Advisors
California
$2.52M -$159K -163 -6%

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.