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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
PCA
2351
Purkiss Capital Advisors
Connecticut
$1.22M +$712K +730 +132%
CCA
2352
Childress Capital Advisors
Texas
$1.21M +$29.2K +30 +2%
Walleye Capital
2353
Walleye Capital
New York
$1.21M -$25.2M -25,806 -95%
AWA
2354
AmeriServ Wealth Advisors
Pennsylvania
$1.21M -$76K -78 -6%
TWM
2355
TCFG Wealth Management
California
$1.21M -$5.85K -6 -0.5%
BHCM
2356
Brevan Howard Capital Management
Jersey
$1.21M -$1.6M -1,638 -56%
BA
2357
Birinyi Associates
Connecticut
$1.21M -$3.41M -3,500 -73%
KFGK
2358
Keystone Financial Group (Kentucky)
Kentucky
$1.21M +$218K +224 +21%
MI
2359
Motiv8 Investments
Florida
$1.2M -$39K -40 -3%
RWP
2360
Revolve Wealth Partners
New Jersey
$1.2M +$143K +147 +13%
PHAM
2361
Palisades Hudson Asset Management
Florida
$1.2M -$6.83K -7 -0.5%
CFS
2362
Coordinated Financial Services
Colorado
$1.2M -$60.4K -62 -5%
MSG
2363
Main Street Group
Virginia
$1.19M -$5.85K -6 -0.5%
SAM
2364
Seelaus Asset Management
New Jersey
$1.19M
TIM
2365
Tevis Investment Management
Texas
$1.19M
KIC
2366
Keating Investment Counselors
Florida
$1.19M -$517K -530 -30%
NME
2367
Notis-McConarty Edward
$1.19M -$205K -210 -14%
MMM
2368
Mendel Money Management
Illinois
$1.19M +$44.8K +46 +4%
LG
2369
LaFleur & Godfrey
Michigan
$1.19M
SMA
2370
Seven Mile Advisory
New Jersey
$1.18M +$35.1K +36 +3%
AIC
2371
Archer Investment Corporation
Indiana
$1.18M -$39K -40 -3%
CAM
2372
CPA Asset Management
Florida
$1.18M
BCM
2373
BluePath Capital Management
Georgia
$1.18M -$1.85M -1,895 -60%
CSWG
2374
Cardinal Strategic Wealth Guidance
Kentucky
$1.18M -$217K -223 -15%
WA
2375
WP Advisors
California
$1.18M -$50.7K -52 -4%

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.