COST icon

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 %
WTA
2751
Washington Trust Advisors
Massachusetts
$717K – – –
SCA
2752
Sandy Cove Advisors
Massachusetts
$715K +$37.8K +40 +6%
CAM
2753
Concorde Asset Management
Michigan
$715K -$5.79K -6 -0.8%
AIA
2754
AIMZ Investment Advisors
California
$714K – – –
SPI
2755
Strategic Planning Inc
Ohio
$712K +$712K +753 New
LCWP
2756
Legacy Capital Wealth Partners
Arkansas
$712K +$53.9K +57 +8%
CFO
2757
Collective Family Office
Pennsylvania
$711K -$127K -134 -15%
FFA
2758
Fragasso Financial Advisors
Pennsylvania
$711K +$35.9K +38 +5%
PCS
2759
Private Client Services
Kentucky
$710K -$109K -115 -13%
ACM
2760
AUA Capital Management
Pennsylvania
$709K – – –
TWM
2761
Thrive Wealth Management
Pennsylvania
$709K -$14.2K -15 -2%
NERM
2762
New England Research & Management
Illinois
$709K -$156K -165 -18%
RLIM
2763
Red Lighthouse Investment Management
New York
$708K -$1.47K -2 -0.2%
KWM
2764
KFG Wealth Management
Indiana
$708K -$95.6K -101 -12%
HI
2765
Hendershot Investments
Virginia
$706K +$32.2K +34 +5%
DS
2766
DRW Securities
Illinois
$706K -$1.19M -1,262 -63%
VBA
2767
von Borstel & Associates
Oregon
$706K +$706K +747 New
LI
2768
LRI Investments
Florida
$705K +$6.62K +7 +0.9%
WE
2769
Wealth Effects
Massachusetts
$705K -$85.1K -90 -11%
BWM
2770
Blossom Wealth Management
California
$704K +$13.2K +14 +2%
MWG
2771
Martin Worley Group
Utah
$703K -$46.3K -49 -6%
OPA
2772
Old Port Advisors
Maine
$702K -$113K -119 -14%
CCG
2773
Catalina Capital Group
California
$702K -$1.59M -1,682 -69%
MAC
2774
Mason & Associates (California)
California
$700K +$16.1K +17 +2%
GA
2775
Greenspring Advisors
Maryland
$696K -$37.8K -40 -5%
109 110
111
112 113