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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
TFGT
2451
TS Financial Group (TSFG)
Illinois
$1.08M +$151K +155 +16%
CH
2452
Cromwell Holdings
Wyoming
$1.07M -$9.75K -10 -0.9%
BWM
2453
Biltmore Wealth Management
Arizona
$1.07M +$14.6K +15 +1%
NCMW
2454
Northern Capital Management (Washington)
Washington
$1.07M +$29.2K +30 +3%
ASBI
2455
American State Bank (Iowa)
Iowa
$1.07M +$12.7K +13 +1%
BOPW
2456
Brandywine Oak Private Wealth
Pennsylvania
$1.07M -$141K -145 -11%
BCG
2457
Breakwater Capital Group
New Jersey
$1.07M +$134K +137 +14%
LWM
2458
LongView Wealth Management
Georgia
$1.06M +$2.92K +3 +0.3%
CCM
2459
Chaney Capital Management
Washington
$1.06M
TA
2460
TFB Advisors
Kansas
$1.06M +$24.4K +25 +2%
BFA
2461
Buttonwood Financial Advisors
Maryland
$1.06M -$229K -235 -17%
LSA
2462
Leonteq Securities AG
Switzerland
$1.06M -$814K -835 -43%
FP
2463
Financial Perspectives
Minnesota
$1.06M +$297K +305 +37%
KFS
2464
Kaizen Financial Strategies
California
$1.06M +$202K +207 +23%
HWM
2465
Howard Wealth Management
Connecticut
$1.06M
SFG
2466
Synergy Financial Group
California
$1.06M -$3.9K -4 -0.4%
OPPS
2467
Obsidian Personal Planning Solutions
Maryland
$1.05M -$1.95K -2 -0.2%
AC
2468
Addison Capital
Pennsylvania
$1.05M
WWA
2469
Wisconsin Wealth Advisors
Wisconsin
$1.05M +$48.7K +50 +5%
HWM
2470
Hemington Wealth Management
Virginia
$1.05M +$12.7K +13 +1%
BSI
2471
Bennett Selby Investments
Maine
$1.05M +$161K +165 +17%
FFA
2472
Founders Financial Alliance
North Carolina
$1.05M +$16.6K +17 +2%
ECA
2473
Elevate Capital Advisors
Colorado
$1.05M -$102K -105 -9%
NA
2474
Novus Advisors
South Carolina
$1.05M +$21.4K +22 +2%
OC
2475
Optima Capital
Oregon
$1.05M -$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.