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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
Los Angeles Capital Management
176
Los Angeles Capital Management
California
$151M +$13M +13,328 +9%
CRM
177
Cardano Risk Management
Netherlands
$148M +$16.9M +17,296 +12%
DADC
178
D.A. Davidson & Co
Montana
$146M +$910K +933 +0.6%
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$144M -$2.98M -3,057 -2%
KK
180
KLP Kapitalforvaltning
Norway
$144M -$4.19M -4,300 -3%
State of New Jersey Common Pension Fund D
181
State of New Jersey Common Pension Fund D
New Jersey
$142M -$13M -13,289 -8%
CWM
182
CIBC World Markets
New York
$141M -$28.5M -29,206 -16%
ATO
183
Alecta Tjanstepension Omsesidigt
Sweden
$141M -$51.4M -52,700 -26%
Westfield Capital Management
184
Westfield Capital Management
Massachusetts
$140M -$349K -358 -0.2%
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$140M +$10.4M +10,639 +8%
Mirae Asset Global Investments
186
Mirae Asset Global Investments
South Korea
$140M +$20.7M +21,249 +16%
BCWM
187
Bartlett & Co Wealth Management
Ohio
$139M -$6.05M -6,203 -4%
JWBC
188
John W. Bristol & Co
New York
$136M -$3.37M -3,460 -2%
CGI
189
Comgest Global Investors
France
$136M -$49.7M -50,966 -26%
Bank of Nova Scotia
190
Bank of Nova Scotia
Ontario, Canada
$133M -$157M -160,528 -53%
EWA
191
EP Wealth Advisors
California
$132M +$3.02M +3,096 +2%
BAMF
192
BI Asset Management Fondsmaeglerselskab
Denmark
$131M +$37.8M +38,803 +39%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$130M -$206K -211 -0.2%
SC
194
Steginsky Capital
New York
$130M -$5.58M -5,722 -4%
PAM
195
Panagora Asset Management
Massachusetts
$128M -$1.12M -1,149 -0.8%
MIM
196
MetLife Investment Management
New Jersey
$127M -$2.18M -2,236 -2%
Retirement Systems of Alabama
197
Retirement Systems of Alabama
Alabama
$127M -$5.37M -5,512 -4%
BFS
198
Bradley Foster & Sargent
Connecticut
$126M -$12.4M -12,680 -9%
CF
199
Corebridge Financial
Texas
$126M -$4.7M -4,816 -3%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$126M -$57.1M -58,541 -31%

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.