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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
PWM
2426
PBMares Wealth Management
Virginia
$1.11M -$17.5K -18 -2%
OL
2427
OneFund LLC
Florida
$1.11M -$11.7K -12 -1%
TA
2428
TPG Advisors
Illinois
$1.11M
AIM
2429
Acropolis Investment Management
Missouri
$1.11M +$9.75K +10 +0.9%
APA
2430
Astoria Portfolio Advisors
New York
$1.11M +$306K +314 +38%
CWG
2431
Crown Wealth Group
North Carolina
$1.11M +$97.5K +100 +9%
DWA
2432
Delap Wealth Advisory
Oregon
$1.11M -$12.7K -13 -1%
HA
2433
Helium Advisors
Washington
$1.1M -$32.2K -33 -3%
MCM
2434
Morton Capital Management
California
$1.1M -$123K -126 -10%
BDFN
2435
Bond & Devick Financial Network
Minnesota
$1.1M +$56.5K +58 +5%
AWM
2436
Accurate Wealth Management
Florida
$1.09M +$12.7K +13 +1%
SFCL
2437
Strengthening Families & Communities LLC
Massachusetts
$1.09M
EFA
2438
Evernest Financial Advisors
Indiana
$1.09M +$7.8K +8 +0.7%
BHPW
2439
Beverly Hills Private Wealth
California
$1.09M +$32.2K +33 +3%
FC
2440
Fusion Capital
South Carolina
$1.09M -$43.9K -45 -4%
BIG
2441
Builder Investment Group
Georgia
$1.09M
WIM
2442
Westside Investment Management
California
$1.09M +$17.5K +18 +2%
WWM
2443
Wolff Wiese Magana
California
$1.09M +$664K +681 +146%
CIG
2444
Cascade Investment Group
Colorado
$1.09M -$86.8K -89 -7%
DA
2445
Dover Advisors
Virginia
$1.08M +$15.6K +16 +1%
LF
2446
Lee Financial
Texas
$1.08M -$106K -109 -9%
CJL
2447
Cyrus J. Lawrence
New York
$1.08M -$17M -17,389 -94%
EL
2448
Essex LLC
Illinois
$1.08M +$304K +312 +38%
CWM
2449
Castle Wealth Management
Florida
$1.08M +$93.6K +96 +9%
DC
2450
Destiny Capital
Colorado
$1.08M +$24.4K +25 +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.