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Costco

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
2501
CKW Financial Group
Hawaii
$975K -$1.32M -1,388 -58%
FFS
2502
Fortress Financial Solutions
Arizona
$975K +$481K +509 +98%
PWA
2503
Prairie Wealth Advisors
Nebraska
$970K +$1.89K +2 +0.2%
TFA
2504
Trinity Financial Advisors
Ohio
$970K -$9.67K -10 -1%
BIM
2505
Barton Investment Management
Pennsylvania
$968K
NAAA
2506
New Age Alpha Advisors
New York
$967K -$15.5M -16,391 -94%
DI
2507
Diligent Investors
California
$966K +$124K +131 +15%
PAMG
2508
Patton Albertson Miller Group
Tennessee
$965K +$946 +1 +0.1%
CWC
2509
Carolinas Wealth Consulting
North Carolina
$962K +$49.2K +52 +5%
RRCM
2510
Rappaport Reiches Capital Management
Illinois
$962K +$56.7K +60 +6%
EA
2511
Eclectic Associates
California
$960K -$86.1K -91 -8%
LFS
2512
Littlejohn Financial Services
Oregon
$960K -$58.6K -62 -6%
RB
2513
Renasant Bank
Mississippi
$960K -$30.3K -32 -3%
FG
2514
Foster Group
Iowa
$959K +$151K +160 +19%
EGWAG
2515
Elwood & Goetz Wealth Advisory Group
Georgia
$959K -$42.6K -45 -4%
KAS
2516
KPP Advisory Services
Kentucky
$957K +$30.3K +32 +3%
ICP
2517
Interchange Capital Partners
Pennsylvania
$957K +$22.7K +24 +2%
CTC
2518
Cetera Trust Company
Minnesota
$954K -$33.1K -35 -3%
ACM
2519
Ascent Capital Management
Oregon
$954K +$13.2K +14 +1%
MGWM
2520
Marks Group Wealth Management
Minnesota
$954K +$6.62K +7 +0.7%
ODIJL
2521
One Day In July LLC
Vermont
$954K +$61.5K +65 +7%
RFS
2522
Richardson Financial Services
Massachusetts
$953K -$14.2K -15 -1%
MCM
2523
Magnolia Capital Management
New York
$953K
RA
2524
Riversedge Advisors
Delaware
$951K +$84.1K +89 +10%
DMBA
2525
Deseret Mutual Benefit Administrators
Utah
$951K