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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 %
EA
2726
Emerald Advisers
Pennsylvania
$741K -$182K -192 -20%
RA
2727
Ruggaard & Associates
Ohio
$741K -$49.2K -52 -6%
KRW
2728
Kaufman Rossin Wealth
Florida
$741K +$236K +250 +47%
CWM
2729
Concentrum Wealth Management
California
$740K +$388K +410 +110%
TWP
2730
Triad Wealth Partners
Kansas
$739K +$59.5K +63 +9%
RA
2731
Rise Advisors
New York
$739K +$36.9K +39 +5%
TPW
2732
Transatlantique Private Wealth
New York
$738K -$5.68K -6 -0.8%
PTC
2733
Petrus Trust Company
Texas
$737K +$737K +779 New
PCM
2734
Penserra Capital Management
California
$736K -$360K -382 -33%
MPW
2735
MGO Private Wealth
California
$731K -$14.2K -15 -2%
WPW
2736
Warther Private Wealth
Ohio
$730K +$30.3K +32 +4%
TPCM
2737
Templeton & Phillips Capital Management
Tennessee
$729K – – –
CJ
2738
Caitlin John
Michigan
$728K -$971K -1,026 -57%
EFMC
2739
Empire Financial Management Company
New York
$728K -$18.9K -20 -3%
AFM
2740
Anson Funds Management
Texas
$726K +$37.8K +40 +5%
BCM
2741
BluePointe Capital Management
California
$724K +$231K +244 +47%
CCA
2742
Cadent Capital Advisors
Oklahoma
$722K +$946 +1 +0.1%
TWA
2743
Tandem Wealth Advisors
Arizona
$722K -$141K -149 -16%
SCP
2744
Seizert Capital Partners
Michigan
$722K – – –
SL
2745
SFM LLC
New Hampshire
$722K +$160K +169 +28%
FFA
2746
Fi3 Financial Advisors
Indiana
$721K +$53.9K +57 +8%
WCM
2747
Windsor Capital Management
Arizona
$721K -$235K -249 -25%
HWM
2748
HRC Wealth Management
Idaho
$719K +$2.84K +3 +0.4%
DE
2749
Diversified Enterprises
Delaware
$719K +$223K +236 +45%
DIA
2750
Davidson Investment Advisors
Montana
$719K -$7.56K -8 -1%
108 109
110
111 112