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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
OCM
2201
Orser Capital Management
Texas
$1.42M +$1.47M +1,504 New
SA
2202
Skyline Advisors
Washington
$1.42M -$45.8K -47 -3%
EL
2203
EWA LLC
Pennsylvania
$1.42M +$30.2K +31 +2%
LCM
2204
Lazari Capital Management
California
$1.42M +$639K +655 +78%
GHA
2205
GW Henssler & Associates
Georgia
$1.42M +$3.9K +4 +0.3%
SI
2206
Seeds Investor
New York
$1.42M +$12.7K +13 +0.9%
SAMC
2207
Spectrum Asset Management (California)
California
$1.41M -$540K -554 -27%
HCM
2208
Hutchinson Capital Management
California
$1.41M +$975 +1 +0.1%
FCM
2209
Fortis Capital Management
Washington
$1.41M -$4.42M -4,534 -75%
PCMU
2210
Paragon Capital Management (Utah)
Utah
$1.41M +$1.45M +1,492 New
RCM
2211
Radnor Capital Management
Pennsylvania
$1.41M +$48.7K +50 +3%
VIA
2212
Virtus Investment Advisers
Connecticut
$1.41M +$1.45M +1,491 New
ZF
2213
Zhang Financial
Michigan
$1.41M -$36.1K -37 -2%
RAG
2214
RIA Advisory Group
Iowa
$1.41M -$75.1K -77 -5%
WA
2215
Wealth Architects
California
$1.41M +$192K +197 +15%
CFGW
2216
Chancellor Financial Group WB
Pennsylvania
$1.41M -$82.9K -85 -5%
WCG
2217
Weaver Consulting Group
California
$1.41M +$53.6K +55 +4%
TIM
2218
Tortoise Investment Management
New York
$1.4M -$89.7K -92 -6%
FMWA
2219
Forvis Mazars Wealth Advisors
Missouri
$1.4M +$106K +109 +8%
VC
2220
Veracity Capital
Georgia
$1.4M -$20.5K -21 -1%
LF
2221
LifeSteps Financial
California
$1.4M +$4.88K +5 +0.3%
WI
2222
WrapManager Inc
California
$1.4M +$43.9K +45 +3%
LIA
2223
LBMC Investment Advisors
Tennessee
$1.4M
ITFISA
2224
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.4M +$1.44M +1,481 New
FCAS
2225
First Command Advisory Services
Texas
$1.4M -$50.7K -52 -3%

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.