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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
ACM
2226
Anfield Capital Management
California
$1.4M -$306K -314 -18%
WCM
2227
Winthrop Capital Management
Indiana
$1.39M -$151K -155 -10%
CAM
2228
Creekmur Asset Management
Illinois
$1.39M -$596K -611 -29%
MFG
2229
Mission Financial Group
Nevada
$1.39M +$1.36M +1,395 New
SFG
2230
SNS Financial Group
Minnesota
$1.39M +$30.2K +31 +2%
BTD
2231
BankPlus Trust Department
Mississippi
$1.39M -$6.83K -7 -0.5%
DCM
2232
Davis Capital Management
Florida
$1.39M -$2.92K -3 -0.2%
PFG
2233
Putney Financial Group
California
$1.39M -$1.96M -2,015 -58%
OWA
2234
ORBA Wealth Advisors
Illinois
$1.39M
FNBTCON
2235
First National Bank & Trust Co of Newtown
Pennsylvania
$1.39M
SIAG
2236
Signet Investment Advisory Group
Rhode Island
$1.38M +$28.3K +29 +2%
BCM
2237
Boltwood Capital Management
California
$1.38M +$199K +204 +16%
WPW
2238
Waldron Private Wealth
Pennsylvania
$1.38M -$2.16M -2,212 -60%
NFG
2239
Norris Financial Group
South Carolina
$1.38M -$2.34M -2,396 -62%
1W
2240
1776 Wealth
Georgia
$1.38M -$23.4K -24 -2%
MFWP
2241
Mosaic Family Wealth Partners
Missouri
$1.38M -$49.7K -51 -3%
FCA
2242
FLC Capital Advisors
California
$1.38M +$172K +176 +14%
KIM
2243
Kestra Investment Management
Texas
$1.38M +$634K +650 +81%
FC
2244
Forte Capital
New York
$1.37M -$1M -1,028 -41%
HFS
2245
Heritage Financial Services
Massachusetts
$1.37M -$22.4K -23 -2%
BRA
2246
Bender Robert & Associates
California
$1.37M -$30.2K -31 -2%
3IP
2247
3Chopt Investment Partners
Virginia
$1.37M +$1.41M +1,449 New
PWM
2248
Paulson Wealth Management
Illinois
$1.37M -$23.4K -24 -2%
WWP
2249
Waypoint Wealth Partners
California
$1.37M +$95.5K +98 +7%
ACM
2250
Arlington Capital Management
Illinois
$1.37M +$42.9K +44 +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.