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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
FOA
2251
Five Oceans Advisors
California
$1.37M +$1.95K +2 +0.1%
MC
2252
Montag & Caldwell
Georgia
$1.36M
GC
2253
Grimes & Company
Massachusetts
$1.36M +$32.2K +33 +2%
USWIA
2254
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.36M +$88.7K +91 +7%
MFG
2255
Magnus Financial Group
New York
$1.36M +$93.6K +96 +7%
VSQM
2256
V-Square Quantitative Management
Illinois
$1.36M -$214K -219 -13%
WTFG
2257
Wood Tarver Financial Group
Idaho
$1.36M
LWANC
2258
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.35M -$18.5K -19 -1%
SL
2259
Sentry LLC
Tennessee
$1.35M
HAS
2260
HBW Advisory Services
California
$1.35M -$70.2K -72 -5%
CCA
2261
Clearwater Capital Advisors
Illinois
$1.35M +$51.7K +53 +4%
SGK
2262
Steigerwald Gordon & Koch
Virginia
$1.35M -$48.7K -50 -3%
VC
2263
Vestor Capital
Illinois
$1.34M -$24.4K -25 -2%
JCFM
2264
JBR Co Financial Management
Oklahoma
$1.34M
RWPA
2265
Richard W. Paul & Associates
Michigan
$1.34M -$132K -135 -9%
BW
2266
BIP Wealth
Georgia
$1.34M -$74.1K -76 -5%
BBA
2267
Baader Bank Aktiengesellschaft
Germany
$1.34M +$106K +109 +8%
1IA
2268
1834 Investment Advisors
Wisconsin
$1.34M -$101K -104 -7%
RAM
2269
Readystate Asset Management
Illinois
$1.34M +$1.38M +1,412 New
SWA
2270
Sax Wealth Advisors
New Jersey
$1.34M +$84.8K +87 +7%
CCG
2271
Coastwise Capital Group
California
$1.33M -$147K -151 -10%
BB
2272
Berkshire Bank
Massachusetts
$1.33M +$158K +162 +13%
BFA
2273
Brown Financial Advisors
Ohio
$1.33M +$274K +281 +25%
MC
2274
Mathes Company
New York
$1.33M -$1.04M -1,068 -43%
RW
2275
RVW Wealth
California
$1.33M +$681K +698 +99%

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.