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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
CIS
2276
Custom Index Systems
New York
$1.33M +$57.5K +59 +4%
FNT
2277
First Nebraska Trust
Nebraska
$1.33M +$30.2K +31 +2%
HTI
2278
Hikari Tsushin Inc
Japan
$1.32M
GSIAS
2279
Garden State Investment Advisory Services
New Jersey
$1.32M +$28.3K +29 +2%
SAF
2280
Smith Anglin Financial
Texas
$1.32M +$91.6K +94 +7%
SCA
2281
Scott Capital Advisors
Oregon
$1.32M +$48.7K +50 +4%
TDC
2282
Thompson Davis & Co
Virginia
$1.32M +$8.78K +9 +0.6%
ECA
2283
Elevated Capital Advisors
Utah
$1.32M -$43.9K -45 -3%
AA
2284
Argent Advisors
Louisiana
$1.32M +$53.6K +55 +4%
HT
2285
Heritage Trust
Oklahoma
$1.32M -$3.9K -4 -0.3%
GWA
2286
Gratus Wealth Advisors
Virginia
$1.32M -$38K -39 -3%
BEW
2287
Burton Enright Welch
California
$1.32M -$975 -1 -0.1%
RSA
2288
River Street Advisors
Illinois
$1.31M -$714K -732 -34%
BW
2289
BXM Wealth
Colorado
$1.31M +$63.4K +65 +5%
PPW
2290
Pasadena Private Wealth
California
$1.31M +$987K +1,012 +269%
Kayne Anderson Rudnick Investment Management
2291
Kayne Anderson Rudnick Investment Management
California
$1.31M -$4.88K -5 -0.4%
MCWA
2292
Meadow Creek Wealth Advisors
Georgia
$1.31M
EGA
2293
Eagle Global Advisors
Texas
$1.31M -$4.88K -5 -0.4%
CWM
2294
Cahaba Wealth Management
Georgia
$1.31M +$93.6K +96 +7%
RDFA
2295
Ritter Daniher Financial Advisory
Ohio
$1.31M -$97.5K -100 -7%
GWP
2296
Gateway Wealth Partners
Wisconsin
$1.3M +$26.3K +27 +2%
PSFG
2297
Park Square Financial Group
Georgia
$1.3M -$79.9K -82 -6%
GIP
2298
Greatmark Investment Partners
Georgia
$1.3M
KAM
2299
Karani Asset Management
New York
$1.3M -$1.2M -1,235 -47%
BFO
2300
Biltmore Family Office
North Carolina
$1.3M +$79.9K +82 +6%

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.