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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
RFA
2326
Resurgent Financial Advisors
Georgia
$1.26M
MA
2327
Maxele Advisors
Missouri
$1.26M +$21.4K +22 +2%
IIC
2328
Integrated Investment Consultants
Michigan
$1.26M +$146K +150 +13%
SCI
2329
Stableford Capital II
Arizona
$1.26M -$40K -41 -3%
VAF
2330
Values Added Financial
District of Columbia
$1.26M +$27.3K +28 +2%
LWL
2331
Leo Wealth LLC
Texas
$1.26M -$1.44M -1,481 -53%
SP
2332
Stablepoint Partners
Massachusetts
$1.26M +$1.95K +2 +0.2%
FB
2333
Finward Bancorp
Indiana
$1.25M
GBWM
2334
Granite Bay Wealth Management
New Hampshire
$1.25M
RAM
2335
Redmond Asset Management
Virginia
$1.25M
MIM
2336
Merrion Investment Management
New Jersey
$1.25M +$34.1K +35 +3%
EPIMS
2337
Evelyn Partners Investment Management Services
$1.25M -$225K -231 -15%
KSB
2338
Kennebec Savings Bank
Maine
$1.25M +$4.88K +5 +0.4%
GG
2339
Gleason Group
Kentucky
$1.25M -$52.6K -54 -4%
SMC
2340
Smith, Moore & Co
Missouri
$1.24M -$23.4K -24 -2%
SSW
2341
Smith Shellnut Wilson
Mississippi
$1.24M +$40K +41 +3%
CA
2342
Centerpoint Advisors
Massachusetts
$1.24M -$34.1K -35 -3%
WBCM
2343
Wilson & Boucher Capital Management
California
$1.24M
SL
2344
Sentinus LLC
Illinois
$1.23M +$98.5K +101 +8%
BCM
2345
Buckhead Capital Management
Georgia
$1.23M -$139K -143 -10%
PWA
2346
Providence Wealth Advisors
Illinois
$1.23M +$11.7K +12 +0.9%
FCFC
2347
First Commonwealth Financial Corp
Pennsylvania
$1.22M -$48.7K -50 -4%
SIA
2348
Strategic Investment Advisors
Michigan
$1.22M -$24.4K -25 -2%
MIM
2349
Montgomery Investment Management
Maryland
$1.22M
FAM
2350
Formidable Asset Management
Ohio
$1.22M -$2.92K -3 -0.2%

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.