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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 %
SIM
2601
SSI Investment Management
California
$871K – – –
PIM
2602
Provident Investment Management
Michigan
$870K – – –
AWM
2603
Austin Wealth Management
Texas
$870K +$115K +118 +15%
LOPW
2604
Live Oak Private Wealth
North Carolina
$869K – – –
SAM
2605
Sherman Asset Management
California
$868K – – –
BFWA
2606
Benchmark Financial Wealth Advisors
Florida
$867K -$4.73K -5 -0.5%
CIAS
2607
CFS Investment Advisory Services
New Jersey
$867K +$19.9K +21 +2%
LA
2608
Lifeworks Advisors
Michigan
$865K +$18.9K +20 +2%
IWA
2609
Inspirion Wealth Advisors
Illinois
$865K +$56.8K +60 +7%
AFM
2610
Abbot Financial Management
Massachusetts
$863K +$1.89K +2 +0.2%
GFG
2611
Goldstone Financial Group
Illinois
$862K +$298K +315 +53%
ABWM
2612
Alpine Bank Wealth Management
Colorado
$862K +$862K +911 New
MFS
2613
Miller Financial Services
Michigan
$861K -$604K -638 -41%
UW
2614
Unique Wealth
Florida
$861K +$50.1K +53 +6%
CMP
2615
Courage Miller Partners
Virginia
$861K – – –
AFA
2616
AA Financial Advisors
Ohio
$860K +$33.1K +35 +4%
SHWM
2617
Smith & Howard Wealth Management
Georgia
$858K -$12.3K -13 -1%
GAM
2618
Gemmer Asset Management
California
$858K +$55.8K +59 +7%
CS
2619
Crescent Sterling
Louisiana
$858K +$88.9K +94 +12%
CAM
2620
Councilmark Asset Management
Tennessee
$856K – – –
HFS
2621
Howard Financial Services
Texas
$853K +$4.73K +5 +0.6%
CGA
2622
Crescent Grove Advisors
Illinois
$853K -$66.2K -70 -7%
MEG
2623
Millstone Evans Group
Colorado
$853K – – –
MAM
2624
McLean Asset Management
Virginia
$851K +$17.3K +19 +2%
CWA
2625
Centennial Wealth Advisory
Michigan
$848K +$63.3K +67 +8%
103 104
105
106 107