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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 %
GA
2701
Goldstein Advisors
Wisconsin
$763K +$110K +116 +17%
EAM
2702
Empirical Asset Management
Massachusetts
$763K -$19.7M -20,831 -96%
BFA
2703
Beacon Financial Advisory
Ohio
$761K +$70K +74 +10%
AIA
2704
AssuredPartners Investment Advisors
Florida
$760K +$108K +114 +17%
FAFN
2705
First Affirmative Financial Network
Colorado
$758K -$6.62K -7 -0.9%
BOTPPF
2706
Board of the Pension Protection Fund
United Kingdom
$757K +$757K +800 New
IWP
2707
Invenio Wealth Partners
Florida
$755K +$206K +218 +38%
WWG
2708
West Wealth Group
California
$754K +$102K +107 +16%
WWM
2709
Whalen Wealth Management
Nevada
$753K -$9.46K -10 -1%
SDWMA
2710
Schneider Downs Wealth Management Advisors
Pennsylvania
$753K +$37.8K +40 +5%
BFA
2711
Bill Few Associates
Pennsylvania
$752K +$125K +132 +20%
CWM
2712
CCG Wealth Management
California
$752K -$87.9K -93 -10%
WMA
2713
Wealth Management Associates
New Jersey
$751K -$4.73K -5 -0.6%
NFC
2714
Northeast Financial Consultants
Connecticut
$749K -$494K -522 -40%
CCM
2715
Chickasaw Capital Management
Tennessee
$747K – – –
PFS
2716
Prospect Financial Services
New York
$747K -$26.5K -28 -3%
NWMG
2717
National Wealth Management Group
Ohio
$747K -$437K -462 -37%
FCCM
2718
First City Capital Management
Georgia
$746K -$122K -129 -14%
PL
2719
Perpetual Ltd
Australia
$746K +$68.1K +72 +10%
PW
2720
Paladin Wealth
Minnesota
$745K +$79.4K +84 +12%
LWP
2721
LeClair Wealth Partners
Ohio
$745K – – –
AWM
2722
Abound Wealth Management
Tennessee
$744K +$9.46K +10 +1%
PFM
2723
Peak Financial Management
Massachusetts
$744K -$1.89K -2 -0.3%
ACP
2724
Aveo Capital Partners
Colorado
$743K -$946K -939 -56%
BMM
2725
Berkshire Money Management
Massachusetts
$743K +$149K +158 +25%
107 108
109
110 111