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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
CSPIA
2301
Cary Street Partners Investment Advisory
Virginia
$1.3M +$307K +315 +30%
CG
2302
Corundum Group
Colorado
$1.29M -$613K -629 -32%
PMA
2303
Prudent Man Advisors
Illinois
$1.29M +$62.4K +64 +5%
SIM
2304
Sentry Investment Management
Wisconsin
$1.29M -$263K -270 -16%
HA
2305
Hofer & Associates
California
$1.29M -$975 -1 -0.1%
SRC
2306
Sage Rhino Capital
California
$1.29M -$9.75K -10 -0.7%
DWAM
2307
Duncan Williams Asset Management
Tennessee
$1.28M +$344K +353 +35%
BWP
2308
BSW Wealth Partners
Colorado
$1.28M -$10.7K -11 -0.8%
SDH
2309
Sloy Dahl & Holst
Washington
$1.28M -$6.83K -7 -0.5%
RF
2310
Roxbury Financial
New Jersey
$1.28M -$975 -1 -0.1%
HSG
2311
Helen Stephens Group
Texas
$1.28M +$19.5K +20 +2%
WB
2312
West Bancorporation
Iowa
$1.28M -$9.75K -10 -0.7%
OC
2313
Oarsman Capital
Wisconsin
$1.28M +$36.1K +37 +3%
FCM
2314
Fire Capital Management
California
$1.28M +$14.6K +15 +1%
CAL
2315
Capital Advisors Ltd
Ohio
$1.27M +$3.9K +4 +0.3%
MTIC
2316
Missouri Trust & Investment Company
Missouri
$1.27M +$12.7K +13 +1%
YP
2317
YANKCOM Partnership
South Dakota
$1.27M -$40K -41 -3%
IC
2318
Inscription Capital
Texas
$1.27M +$1.69M +1,734 New
WFA
2319
WestHill Financial Advisors
California
$1.27M -$87.7K -90 -6%
CL
2320
CLG LLC
California
$1.27M +$97.5K +100 +8%
CHP
2321
Cable Hill Partners
Oregon
$1.27M -$6.83K -7 -0.5%
VFM
2322
Vision Financial Markets
Connecticut
$1.27M +$39K +40 +3%
SRL
2323
Scientech Research LLC
New Jersey
$1.27M -$281K -288 -18%
VCAM
2324
Van Cleef Asset Management
Ohio
$1.27M
PMFA
2325
Plante Moran Financial Advisors
Michigan
$1.27M +$105K +108 +9%

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.