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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
AT
1776
Arlington Trust
Alabama
$2.52M -$30.2K -31 -1%
LB
1777
Legacy Bridge
Iowa
$2.52M +$3.9K +4 +0.2%
TCM
1778
Tufton Capital Management
Maryland
$2.52M +$57.5K +59 +2%
IPWA
1779
International Private Wealth Advisors
California
$2.51M -$166K -170 -6%
FSA
1780
Fort Sheridan Advisors
Illinois
$2.5M -$33.1K -34 -1%
FMTCOCP
1781
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.5M +$97.5K +100 +4%
VWM
1782
Vigilare Wealth Management
Arizona
$2.5M -$4.88K -5 -0.2%
MWM
1783
MOKAN Wealth Management
Kansas
$2.5M +$10.7K +11 +0.4%
FFO
1784
Fortitude Family Office
Arizona
$2.49M -$481K -493 -16%
CFP
1785
Curran Financial Partners
South Carolina
$2.49M -$340K -349 -12%
LCM
1786
Logan Capital Management
Pennsylvania
$2.49M -$227K -233 -8%
SNPAM
1787
St. Nicholas Private Asset Management
Florida
$2.48M -$175K -180 -6%
GWMR
1788
GC Wealth Management RIA
Massachusetts
$2.48M -$14.6K -15 -0.6%
QC
1789
Quent Capital
New York
$2.48M +$1.95K +2 +0.1%
KP
1790
Keel Point
Alabama
$2.47M +$336K +345 +15%
BWM
1791
BKM Wealth Management
Wisconsin
$2.46M +$402K +412 +19%
MA
1792
MONECO Advisors
Connecticut
$2.46M -$263K -270 -9%
GC
1793
Guidance Capital
Kentucky
$2.46M +$63.4K +65 +3%
SCI
1794
S&CO Inc
Massachusetts
$2.46M +$96.5K +99 +4%
KWM
1795
Keebeck Wealth Management
Illinois
$2.45M +$68.2K +70 +3%
JWA
1796
JFS Wealth Advisors
Pennsylvania
$2.45M -$37K -38 -1%
JFGIW
1797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.45M -$175K -179 -6%
CIC
1798
Cutler Investment Counsel
Oregon
$2.44M -$67.3K -69 -3%
AA
1799
Apriem Advisors
California
$2.44M +$114K +117 +5%
VWA
1800
Visionary Wealth Advisors
Illinois
$2.44M +$54.6K +56 +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.