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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 %
TFO
2626
Tarbox Family Office
California
$846K -$2.84K -3 -0.3%
BAM
2627
Berkshire Asset Management
Pennsylvania
$841K +$38.3K +38 +5%
MW
2628
Marcum Wealth
Ohio
$839K +$59.6K +63 +8%
CAG
2629
Cypress Advisory Group
Arizona
$837K -$506K -535 -38%
BCG
2630
Bravias Capital Group
New Jersey
$837K -$226K -239 -21%
NCM
2631
New Capital Management
Texas
$836K – – –
PC
2632
Promus Capital
Illinois
$832K +$32.2K +34 +4%
MWM
2633
MGB Wealth Management
Texas
$831K +$317K +335 +62%
PP
2634
Pacifica Partners
Canada
$831K -$46.4K -48 -5%
OBWG
2635
Onyx Bridge Wealth Group
New York
$830K +$39.7K +42 +5%
NP
2636
Ninepoint Partners
Ontario, Canada
$829K -$206K -218 -20%
KIC
2637
Kensington Investment Counsel
California
$829K -$19.9K -21 -2%
CAM
2638
Close Asset Management
United Kingdom
$828K -$368K -389 -31%
PSA
2639
Plum Street Advisors
Louisiana
$827K – – –
EFSCE
2640
Enterprise Financial Services Corp (EFSC)
Missouri
$824K +$1.89K +2 +0.2%
SF
2641
Safeguard Financial
Wisconsin
$823K -$91.7K -97 -10%
CMAI
2642
Capital Management Associates Inc
Minnesota
$823K +$355K +375 +76%
PGAM
2643
Princeton Global Asset Management
New Jersey
$822K -$117K -124 -12%
BWG
2644
Beta Wealth Group
California
$820K -$6.62K -7 -0.8%
RT
2645
Rockland Trust
Massachusetts
$819K -$218K -231 -21%
TIP
2646
Tandem Investment Partners
New Jersey
$819K -$83.2K -88 -9%
AWA
2647
Amplius Wealth Advisors
Pennsylvania
$819K +$10.4K +11 +1%
VBWMG
2648
Von Berge Wealth Management Group
California
$818K +$975 +1 +0.1%
AFW
2649
Avantra Family Wealth
Pennsylvania
$818K – – –
CPW
2650
Catalyst Private Wealth
California
$816K +$1.89K +2 +0.2%
104 105
106
107 108