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
XWM
1826
Xcel Wealth Management
Florida
$2.36M +$955K +980 +65%
NGA
1827
Naples Global Advisors
Florida
$2.36M -$1.95K -2 -0.1%
NA
1828
Nautilus Advisors
California
$2.36M -$9.75K -10 -0.4%
FUBT
1829
First United Bank & Trust
Maryland
$2.36M -$69.2K -71 -3%
WKWM
1830
Walter & Keenan Wealth Management
Indiana
$2.35M +$72.1K +74 +3%
HWA
1831
Heritage Wealth Advisors
Virginia
$2.35M -$528K -542 -18%
YWM
1832
Yukon Wealth Management
Kansas
$2.35M +$2.42M +2,480 New
EIP
1833
Ellis Investment Partners
Pennsylvania
$2.35M +$975 +1 +0%
IC
1834
Iconiq Capital
California
$2.34M +$458K +470 +23%
QPWM
1835
Quadrant Private Wealth Management
Pennsylvania
$2.34M -$28.3K -29 -1%
SWM
1836
Stockman Wealth Management
Montana
$2.33M -$298K -306 -11%
NCM
1837
Novare Capital Management
North Carolina
$2.33M -$274K -281 -10%
SIA
1838
SeaBridge Investment Advisors
New Jersey
$2.33M +$10.7K +11 +0.4%
USB
1839
Union Savings Bank
Connecticut
$2.32M -$17.5K -18 -0.7%
MTC
1840
Matrix Trust Company
Colorado
$2.32M -$39K -40 -2%
GP
1841
Gallo Partners
New Jersey
$2.32M +$2.39M +2,448 New
ONST
1842
Old North State Trust
North Carolina
$2.31M
FLP
1843
Financial Life Planners
Arizona
$2.31M -$25.3K -26 -1%
3F
1844
360 Financial
Minnesota
$2.31M +$340K +349 +17%
VBCG
1845
Valley Brook Capital Group
Pennsylvania
$2.3M +$220K +226 +10%
PI
1846
Parkside Investments
Illinois
$2.3M +$2.02M +2,070 +577%
EFG
1847
Ethos Financial Group
Pennsylvania
$2.3M +$882K +905 +58%
SSI
1848
Scott & Selber Inc
Texas
$2.29M
KHCM
1849
Kirtland Hills Capital Management
Ohio
$2.29M +$314K +322 +16%
TF
1850
Trek Financial
Arizona
$2.29M -$573K -588 -20%

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.