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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 %
VC
2651
Veery Capital
Delaware
$811K +$54.9K +58 +7%
RCA
2652
Ranch Capital Advisors
Florida
$811K +$14.2K +15 +2%
TFM
2653
TFC Financial Management
Massachusetts
$809K -$50.1K -53 -6%
NWAG
2654
Net Worth Advisory Group
Utah
$809K -$126K -133 -13%
PPH
2655
Pure Portfolios Holdings
Oregon
$808K -$22.7K -24 -3%
MCM
2656
Monarch Capital Management
Indiana
$807K -$946 -1 -0.1%
PIMG
2657
Patriot Investment Management Group
Tennessee
$806K – – –
VW
2658
Vantage Wealth
California
$806K -$31.2K -33 -4%
TNB
2659
Thomasville National Bank
Georgia
$804K +$17K +18 +2%
MCM
2660
Monument Capital Management
Virginia
$804K +$25.5K +27 +3%
PWW
2661
Pettyjohn Wood & White
Virginia
$804K – – –
WKSWA
2662
White Knight Strategic Wealth Advisors
New Jersey
$803K -$934K -987 -54%
MHC
2663
May Hill Capital
Massachusetts
$801K +$7.57K +8 +1%
KCFA
2664
Key Client Fiduciary Advisors
New Jersey
$797K +$44.4K +47 +6%
TS
2665
Tamar Securities
California
$796K +$4.73K +5 +0.6%
WC
2666
Weil Company
California
$796K +$9.45K +10 +1%
BCP
2667
Berkeley Capital Partners
Georgia
$795K +$28.4K +30 +4%
SIA
2668
Sit Investment Associates
Minnesota
$788K – – –
CWMGO
2669
Capstone Wealth Management Group (Oregon)
Oregon
$788K -$222K -235 -22%
EFG
2670
Elm3 Financial Group
Georgia
$788K -$16.1K -17 -2%
CP
2671
Clarendon Private
Massachusetts
$787K -$36.9K -39 -4%
IPAM
2672
Investment Partners Asset Management
New Jersey
$786K -$6.62K -7 -0.8%
MEAC
2673
M.E. Allison & Co
Texas
$783K +$18K +19 +2%
MQWP
2674
Morey & Quinn Wealth Partners
Nebraska
$783K +$15.1K +16 +2%
WGAM
2675
Wilkinson Global Asset Management
New York
$782K +$782K +827 New
105 106
107
108 109