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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
52.84%
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
Name Holding Trade Value Shares
Change
Shares
Change %
GFA
2576
Gallagher Fiduciary Advisors
Illinois
$898K +$21.8K +23 +2%
ACP
2577
Argyle Capital Partners
California
$897K -$34.1K -36 -4%
A
2578
AlphaQuest
New York
$896K +$896K +947 New
GCM
2579
Gladius Capital Management
Illinois
$895K -$1.74M -1,835 -66%
MAA
2580
Mraz Amerine & Associates
California
$894K +$930 +1 +0.1%
PCM
2581
Poehling Capital Management
Wisconsin
$894K -$102K -108 -10%
IF
2582
Integrity Financial
Wyoming
$894K +$168K +178 +23%
WAG
2583
Winthrop Advisory Group
Massachusetts
$894K -$173K -183 -16%
PBO
2584
Peoples Bank (Ohio)
Ohio
$891K -$215K -227 -19%
GA
2585
GFS Advisors
Texas
$890K +$304K +321 +52%
AWM
2586
Affinity Wealth Management
Delaware
$890K +$32.2K +34 +4%
MWM
2587
Mascoma Wealth Management
New Hampshire
$889K
LWM
2588
Liberty Wealth Management
California
$888K +$54.8K +58 +7%
NCM
2589
Northwest Capital Management
Oregon
$885K -$117K -124 -12%
LI
2590
LVZ Inc
Michigan
$884K +$62.4K +66 +8%
LWM
2591
Laidlaw Wealth Management
New York
$883K -$636K -672 -42%
SWIG
2592
Strategic Wealth Investment Group
Kentucky
$879K -$11.3M -11,911 -93%
TWM
2593
Tanager Wealth Management
United Kingdom
$879K +$222K +235 +34%
MCM
2594
McRae Capital Management
New Jersey
$878K -$47.3K -50 -5%
RFW
2595
Rainier Family Wealth
Washington
$878K +$44.5K +47 +5%
BZWA
2596
Blue Zone Wealth Advisors
California
$875K -$340K -359 -28%
MWS
2597
MFA Wealth Services
California
$874K +$945 +1 +0.1%
PHS
2598
Pekin Hardy Strauss
Illinois
$874K +$165K +174 +23%
Fidelity International
2599
Fidelity International
Bermuda
$872K -$128K -135 -13%
SVWG
2600
Shared Vision Wealth Group
United States
$871K