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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
TCB
2376
Texas Capital Bancshares
Texas
$1.18M -$26.3K -27 -2%
HFRG
2377
Houlihan Financial Resource Group
Virginia
$1.18M -$97.5K -100 -7%
SAM
2378
Summit Asset Management
Tennessee
$1.18M +$5.85K +6 +0.5%
Aristotle Capital Management
2379
Aristotle Capital Management
California
$1.18M
MC
2380
Martin & Co
Tennessee
$1.18M -$30.2K -31 -2%
SCM
2381
Stevens Capital Management
Pennsylvania
$1.18M -$2.85M -2,921 -70%
LAM
2382
Lewis Asset Management
California
$1.17M -$40.9K -42 -3%
TAM
2383
Tabor Asset Management
New York
$1.17M +$1.21M +1,242 New
GCP
2384
Gill Capital Partners
Colorado
$1.17M -$28.3K -29 -2%
CPA
2385
Court Place Advisors
Maryland
$1.17M +$17.5K +18 +1%
SG
2386
Sharper & Granite
California
$1.17M
WPA
2387
West Paces Advisors
Georgia
$1.17M -$36.1K -37 -3%
PWA
2388
Phoenix Wealth Advisors
North Carolina
$1.17M +$975 +1 +0.1%
CFD
2389
Creative Financial Designs
Indiana
$1.17M -$34.1K -35 -3%
BMWS
2390
Brady Martz Wealth Solutions
North Dakota
$1.17M -$13.7K -14 -1%
IWA
2391
Invera Wealth Advisors
Oregon
$1.17M -$510K -523 -30%
ALA
2392
Atlas Legacy Advisors
California
$1.17M -$93.6K -96 -7%
RPSA
2393
Richard P. Slaughter Associates
Texas
$1.16M +$1.2M +1,231 New
AA
2394
Acorns Advisers
California
$1.16M +$152K +156 +15%
HBT
2395
Heartland Bank & Trust
Illinois
$1.16M +$170K +174 +16%
MWP
2396
Madison Wealth Partners
Wisconsin
$1.16M
PL
2397
Parthenon LLC
Kentucky
$1.16M
FCIM
2398
Fairview Capital Investment Management
California
$1.16M +$379K +389 +47%
WFAG
2399
Wescott Financial Advisory Group
Pennsylvania
$1.16M -$4.88K -5 -0.4%
S
2400
Sachetta
Massachusetts
$1.16M -$1.95K -2 -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.