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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
CRC
2401
Curi RMB Capital
Illinois
$1.16M -$345K -354 -22%
IFS
2402
Intelligent Financial Strategies
Minnesota
$1.15M
WLG
2403
Williamson Legacy Group
Indiana
$1.15M +$5.85K +6 +0.5%
BFC
2404
Bedel Financial Consulting
Indiana
$1.15M -$21.4K -22 -2%
TSWM
2405
Tyler-Stone Wealth Management
Ohio
$1.15M -$41.9K -43 -3%
MS
2406
Marshall & Sullivan
Washington
$1.14M -$133K -136 -10%
WF
2407
Whelan Financial
California
$1.14M +$256K +263 +28%
LI
2408
LifeWealth Investments
Florida
$1.14M +$733K +752 +165%
HC
2409
Henshaw Capital
Massachusetts
$1.14M +$1.18M +1,207 New
VWM
2410
Valley Wealth Managers
New Jersey
$1.14M +$25.3K +26 +2%
NFC
2411
Northstar Financial Companies
Pennsylvania
$1.14M -$714K -732 -38%
SPW
2412
Surience Private Wealth
Washington
$1.13M
HP
2413
Hilltop Partners
Indiana
$1.13M +$85.8K +88 +8%
CF
2414
Claris Financial
Virginia
$1.13M
GJWM
2415
Gilliland Jeter Wealth Management
Arkansas
$1.13M +$975 +1 +0.1%
PIA
2416
Pinion Investment Advisors
Kansas
$1.13M -$26.3K -27 -2%
MAMG
2417
Milestone Asset Management Group
Connecticut
$1.13M +$6.83K +7 +0.6%
AAM
2418
Aureus Asset Management
Massachusetts
$1.12M
WPC
2419
Waters Parkerson & Co
Louisiana
$1.12M +$199K +204 +21%
EWS
2420
Evergreen Wealth Solutions
Pennsylvania
$1.12M -$40.9K -42 -3%
MIM
2421
Meridiem Investment Management
United Kingdom
$1.12M -$195K -200 -14%
AF
2422
Atala Financial
California
$1.12M
HWA
2423
Heartwood Wealth Advisors
Virginia
$1.12M +$975 +1 +0.1%
LKIM
2424
Lawson Kroeker Investment Management
Nebraska
$1.12M
JSL
2425
JT Stratford LLC
Georgia
$1.12M -$126K -129 -10%

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.