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Costco
COST

Overview Fund Activity

3,890 hedge funds and large institutions have $282B invested in Costco in 2025 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 1,576 increasing their positions, 1,662 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,890
Holders Change
+7
Holders Change %
+0.18%
% of All Funds
52.83%
Holding in Top 10
355
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+5.65%
% of All Funds
4.82%
New
203
Increased
1,576
Reduced
1,662
Closed
121
Calls
$7.27B
Puts
$9.66B
Net Calls
-$2.39B
Net Calls Change
+$776M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$419M
2
Marshall Wace
Marshall Wace
United Kingdom
+$419M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$363M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$352M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$344M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$440M
2
CWG
C WorldWide Group
Denmark
-$376M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$367M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$335M
5
Goldman Sachs
Goldman Sachs
New York
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHAA
2476
Henry H. Armstrong Associates
Pennsylvania
$1.02M +$42.6K +45 +4%
BC
2477
Belmont Capital
California
$1.02M +$829K +876 +438%
DQRIM
2478
Dale Q Rice Investment Management
Washington
$1.02M – – –
FNBOH
2479
First National Bank of Hutchinson
Kansas
$1.02M +$47.3K +50 +5%
WRPWM
2480
Werba Rubin Papier Wealth Management
California
$1.01M +$6.62K +7 +0.7%
SCM
2481
Sunbeam Capital Management
Georgia
$1.01M +$946 +1 +0.1%
PFWA
2482
Paces Ferry Wealth Advisors
Georgia
$1.01M -$1.89K -2 -0.2%
CCA
2483
Conestoga Capital Advisors
Pennsylvania
$1.01M – – –
AIM
2484
Aspen Investment Management
Michigan
$1.01M +$300K +317 +42%
TC
2485
Trilogy Capital
California
$1M +$255K +270 +34%
EFG
2486
Embree Financial Group
Illinois
$1,000K +$189K +200 +23%
PDL
2487
Portfolio Design Labs
California
$995K +$61.5K +65 +7%
VIP
2488
Vista Investment Partners
Oklahoma
$995K +$250K +264 +34%
PAS
2489
PKS Advisory Services
New York
$991K +$8.51K +9 +0.9%
BMC
2490
Bear Mountain Capital
Washington
$989K +$447K +451 +82%
FBT
2491
First Bankers Trust
Kentucky
$988K -$84.2K -89 -8%
PPC
2492
Park Place Capital
Alabama
$988K -$10.4K -11 -1%
BIC
2493
Beach Investment Counsel
Pennsylvania
$986K -$118K -125 -11%
IWN
2494
Independent Wealth Network
Iowa
$986K -$186K -197 -16%
LBC
2495
Leigh Baldwin & Co
New York
$984K -$30.3K -32 -3%
DWMS
2496
Dominguez Wealth Management Solutions
Virginia
$984K – – –
SOAG
2497
Silver Oak Advisory Group
Oregon
$983K +$945 +1 +0.1%
PP
2498
Postrock Partners
Oregon
$982K – – –
PIM
2499
Profit Investment Management
Maryland
$979K – – –
FFC
2500
First Financial Corp
Indiana
$978K -$12.3K -13 -1%
98 99
100
101 102