COST icon

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
52.84%
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 %
HAIM
2526
Hunter Associates Investment Management
Pennsylvania
$950K -$14.2K -15 -1%
MIC
2527
Meridian Investment Counsel
California
$947K – – –
AAG
2528
Armstrong Advisory Group
Massachusetts
$947K – – –
PAM
2529
Parvin Asset Management
South Dakota
$946K – – –
BL
2530
Balentine LLC
Georgia
$946K +$723K +764 +324%
UOC
2531
UBS O'Connor
Illinois
$946K +$946K +1,000 New
BC
2532
Bridgefront Capital
Texas
$945K -$6.62K -7 -0.7%
GWA
2533
GGM Wealth Advisors
Maryland
$944K -$1.96K -2 -0.2%
GWM
2534
Greenwich Wealth Management
Connecticut
$944K -$188K -199 -17%
RTC
2535
Riverview Trust Company
Washington
$944K -$8.51K -9 -0.9%
BMWM
2536
Brown Miller Wealth Management
Virginia
$944K +$119K +126 +14%
PP
2537
PrairieView Partners
Minnesota
$943K +$945 +1 +0.1%
FZCM
2538
Flynn Zito Capital Management
New York
$943K -$2.84K -3 -0.3%
AP
2539
Adero Partners
California
$942K +$24.6K +26 +3%
SFC
2540
Strategic Financial Concepts
Texas
$942K -$58.6K -62 -6%
BSB
2541
Bangor Savings Bank
Maine
$940K -$103K -109 -10%
PSP
2542
Principal Street Partners
Tennessee
$936K -$12.3K -13 -1%
CCA
2543
Carrera Capital Advisors
Michigan
$936K +$162K +171 +21%
VV
2544
Verity & Verity
South Carolina
$933K -$283K -299 -23%
SIS
2545
Sound Income Strategies
Florida
$932K +$75.6K +80 +9%
PFA
2546
Petra Financial Advisors
Colorado
$931K -$848K -897 -48%
NRI
2547
NFP Retirement Inc
California
$931K +$4.73K +5 +0.5%
CS
2548
Capital Square
Tennessee
$931K +$35.9K +38 +4%
PFA
2549
Pettinga Financial Advisors
Indiana
$931K +$946 +1 +0.1%
EI
2550
Ellevest Inc
New York
$929K -$72.8K -77 -7%
100 101
102
103 104