COST icon

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 %
MWM
2676
Maridea Wealth Management
New York
$780K +$313K +331 +67%
MAG
2677
M3 Advisory Group
Massachusetts
$779K -$161K -170 -17%
CWA
2678
CM Wealth Advisors
Ohio
$777K
MKC
2679
M. Kraus & Co
Vermont
$776K
GJIA
2680
Glass Jacobson Investment Advisors
Maryland
$775K
EB
2681
Exchange Bank
California
$775K -$2.84K -3 -0.4%
HL
2682
HeadInvest LLC
Maine
$774K -$371K -392 -32%
JJBC
2683
James J. Burns & Company
New York
$774K +$42.6K +45 +6%
BFG
2684
Beacon Financial Group
Texas
$774K -$33.1K -35 -4%
MWM
2685
Momentous Wealth Management
Washington
$773K +$111K +117 +17%
WCM
2686
WealthBridge Capital Management
Ohio
$773K +$30.3K +32 +4%
TFM
2687
Trademark Financial Management
Minnesota
$773K +$49.2K +52 +7%
VI
2688
Versor Investments
New York
$773K -$405K -428 -34%
DTL
2689
Dynamic Technology Lab
Singapore
$772K +$357K +378 +86%
JC
2690
JB Capital
Connecticut
$771K -$9.47K -10 -1%
ML
2691
McAdam LLC
Pennsylvania
$771K -$76.6K -81 -9%
ACH
2692
ArrowMark Colorado Holdings
Colorado
$770K
CA
2693
Cambridge Advisors
Nebraska
$769K
STA
2694
Shade Tree Advisors
New York
$769K
FSA
2695
Financial Security Advisor
Virginia
$767K -$2.84K -3 -0.4%
AF
2696
Apexium Financial
Texas
$767K +$35.9K +38 +5%
RP
2697
Riverwater Partners
Wisconsin
$766K -$40.7K -43 -5%
CFA
2698
CWS Financial Advisors
Michigan
$766K +$236K +250 +45%
AFP
2699
Alpha Financial Partners
Kentucky
$765K -$151K -160 -17%
CGH
2700
CMG Global Holdings
Texas
$764K -$79K -81 -9%