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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
52.84%
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 %
WAM
2551
Weinberger Asset Management
California
$927K +$89.9K +95 +11%
WIM
2552
Waycross Investment Management
Washington
$925K +$7.57K +8 +0.8%
PMG
2553
Private Management Group
California
$923K -$476K -503 -34%
OHWA
2554
Oak Hill Wealth Advisors
Virginia
$918K +$2.84K +3 +0.3%
NA
2555
Nestegg Advisors
New York
$917K – – –
QFA
2556
Quantum Financial Advisors
California
$917K -$312K -330 -25%
LWM
2557
LJI Wealth Management
Indiana
$916K – – –
OCPWS
2558
One Charles Private Wealth Services
Massachusetts
$915K +$2.84K +3 +0.3%
IAG
2559
Investmark Advisory Group
Connecticut
$914K -$946 -1 -0.1%
KLCM
2560
KG&L Capital Management
Louisiana
$912K +$912K +964 New
RIG
2561
RiverFront Investment Group
Virginia
$911K +$124K +131 +16%
CA
2562
Capital Advantage
California
$910K – – –
RS
2563
Retirement Solution
Washington
$908K +$275K +291 +43%
SIC
2564
SJS Investment Consulting
Ohio
$907K -$26.5K -28 -3%
PCFFS
2565
Pacific Center for Financial Services
California
$906K – – –
MFG
2566
Menard Financial Group
Texas
$906K +$20.2K +20 +2%
AFG
2567
Altiora Financial Group
Ohio
$905K – – –
EWP
2568
Elevation Wealth Partners
California
$905K -$60.6K -64 -6%
TL
2569
Tradewinds LLC
North Carolina
$904K -$10.4K -11 -1%
ACA
2570
American Capital Advisory
Idaho
$903K +$4.73K +5 +0.5%
WFMPM
2571
Woodley Farra Manion Portfolio Management
Indiana
$903K +$5.68K +6 +0.6%
WA
2572
Wealthstream Advisors
New York
$903K -$34.1K -36 -4%
AWG
2573
Altus Wealth Group
Colorado
$903K -$8.51K -9 -0.9%
CWD
2574
Clarity Wealth Development
Oregon
$902K -$8.95K -9 -1%
VW
2575
Vance Wealth
California
$902K +$85.1K +90 +10%
101 102
103
104 105