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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
NC
1801
NovaPoint Capital
Georgia
$2.43M +$9.75K +10 +0.4%
OL
1802
Optas LLC
Texas
$2.43M -$172K -176 -6%
IBOK
1803
Independence Bank of Kentucky
Kentucky
$2.43M +$225K +231 +10%
PAA
1804
Peregrine Asset Advisers
Oregon
$2.43M +$30.2K +31 +1%
PMSA
1805
Patrick M. Sweeney & Associates
Illinois
$2.42M -$49.7K -51 -2%
EIA
1806
Eastover Investment Advisors
North Carolina
$2.42M +$28.3K +29 +1%
VA
1807
Valmark Advisers
Ohio
$2.42M -$8.78K -9 -0.4%
BB
1808
Bell Bank
North Dakota
$2.41M +$176K +181 +8%
SWA
1809
Strategies Wealth Advisors
Michigan
$2.41M +$1.3M +1,333 +109%
DWM
1810
Drive Wealth Management
Utah
$2.4M +$1.18M +1,213 +91%
OM
1811
OV Management
Minnesota
$2.4M +$97.5K +100 +4%
BIAS
1812
Beacon Investment Advisory Services
New Jersey
$2.4M -$346K -355 -12%
MIM
1813
Moseley Investment Management
Florida
$2.4M +$158K +162 +7%
NI
1814
NCP Inc
California
$2.4M -$862K -884 -26%
CWM
1815
Challenger Wealth Management
California
$2.4M -$5.85K -6 -0.2%
VNA
1816
Valley National Advisers
Pennsylvania
$2.4M +$90.7K +93 +4%
CA
1817
Cornerstone Advisory
Maryland
$2.4M -$57.5K -59 -2%
CWM
1818
Compass Wealth Management
Connecticut
$2.39M -$249K -255 -9%
EB
1819
Emprise Bank
Kansas
$2.38M -$155K -159 -6%
MWA
1820
Midland Wealth Advisors
Illinois
$2.38M -$75.1K -77 -3%
SIG
1821
Sky Investment Group
Connecticut
$2.38M
WGC
1822
Watts Gwilliam & Co
Arizona
$2.38M +$364K +373 +17%
APIM
1823
Agate Pass Investment Management
Washington
$2.38M -$168K -172 -6%
FC
1824
Fjell Capital
North Dakota
$2.38M +$603K +618 +33%
FI
1825
Financial Insights
Washington
$2.37M +$153K +157 +7%

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.