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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
GWS
1851
Greykasell Wealth Strategies
California
$2.29M +$68.2K +70 +3%
MWM
1852
Marion Wealth Management
Pennsylvania
$2.29M -$148K -152 -6%
SOS
1853
Silver Oak Securities
Tennessee
$2.29M -$17.5K -18 -0.7%
CIA
1854
Cladis Investment Advisory
Montana
$2.29M +$73.1K +75 +3%
WH
1855
Wallace Hart
Kentucky
$2.28M +$1.34M +1,372 +132%
AWM
1856
Ameliora Wealth Management
Switzerland
$2.28M +$21.4K +22 +0.9%
CWM
1857
Circle Wealth Management
New Jersey
$2.27M +$8.78K +9 +0.4%
QFPS
1858
Quantum Financial Planning Services
Washington
$2.27M +$216K +222 +10%
OCM
1859
Orion Capital Management
California
$2.27M +$521K +534 +29%
ISL
1860
Ingalls & Snyder LLC
New York
$2.27M +$426K +437 +22%
LAM
1861
Lynch Asset Management
Pennsylvania
$2.27M
CCC
1862
Compass Capital Corp
Massachusetts
$2.27M -$88.7K -91 -4%
JMFC
1863
J.M. Forbes & Co
Massachusetts
$2.27M -$62.4K -64 -3%
SFCM
1864
Savoir Faire Capital Management
Connecticut
$2.27M +$2.34M +2,395 New
SPFA
1865
Summit Place Financial Advisors
New Jersey
$2.26M +$53.6K +55 +2%
WIC
1866
Wilkins Investment Counsel
Massachusetts
$2.26M -$223K -229 -9%
DCM
1867
Dudley Capital Management
Virginia
$2.25M -$45.8K -47 -2%
CVA
1868
Central Valley Advisors
California
$2.25M -$1.24M -1,276 -35%
IAMOG
1869
Investors Asset Management of Georgia
Georgia
$2.24M
WIS
1870
Wright Investors Service
Connecticut
$2.23M -$370K -380 -14%
WC
1871
Waterloo Capital
Texas
$2.23M +$398K +408 +21%
LFM
1872
LGT Fund Management
Liechtenstein
$2.23M -$930K -954 -29%
SWM
1873
Silverlake Wealth Management
Vermont
$2.22M +$101K +104 +5%
OA
1874
Oxbow Advisors
Texas
$2.22M -$455K -467 -17%
PPA
1875
Pacific Point Advisors
California
$2.22M +$103K +106 +5%

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.