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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$40.3B +$432M +443,101 +1%
BlackRock
2
BlackRock
New York
$33B +$166M +170,677 +0.5%
State Street
3
State Street
Massachusetts
$17.2B +$146M +149,938 +0.8%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$9.55B +$375M +385,037 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$9B +$59.5M +61,038 +0.6%
Morgan Stanley
6
Morgan Stanley
New York
$9B -$58.3M -59,774 -0.6%
Bank of America
7
Bank of America
North Carolina
$6.35B -$108M -110,645 -2%
Norges Bank
8
Norges Bank
Norway
$5.3B -$45.7M -46,907 -0.8%
Northern Trust
9
Northern Trust
Illinois
$4.83B -$145M -148,714 -3%
AllianceBernstein
10
AllianceBernstein
Tennessee
$4.1B +$17.6M +18,045 +0.4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.94B -$158M -162,034 -4%
Capital World Investors
12
Capital World Investors
California
$3.78B +$8.97M +9,200 +0.2%
Invesco
13
Invesco
Georgia
$3.7B +$187M +191,985 +5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.63B -$345M -354,179 -8%
N
15
Nuveen
North Carolina
$3.46B +$152M +156,197 +4%
JP Morgan Chase
16
JP Morgan Chase
New York
$3.41B +$86.8M +88,999 +3%
Jennison Associates
17
Jennison Associates
New York
$3.18B +$122M +125,441 +4%
UBS AM
18
UBS AM
Illinois
$3.05B -$56.1M -57,532 -2%
Wells Fargo
19
Wells Fargo
California
$2.97B +$13.2M +13,570 +0.4%
Fisher Asset Management
20
Fisher Asset Management
Washington
$2.96B +$52M +53,334 +2%
Charles Schwab
21
Charles Schwab
California
$2.85B +$109M +111,493 +4%
Goldman Sachs
22
Goldman Sachs
New York
$2.7B -$322M -330,265 -10%
UBS Group
23
UBS Group
Switzerland
$2.58B +$62.9M +64,556 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$2.51B +$44.6M +45,752 +2%
Amundi
25
Amundi
France
$1.93B -$296M -303,373 -13%

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.