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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 %
VFA
2776
Voya Financial Advisors
Connecticut
$694K -$81.8K -88 -11%
FWMM
2777
Foundation Wealth Management (Missouri)
Missouri
$694K -$182K -192 -21%
VW
2778
Veridan Wealth
Oregon
$690K +$336K +355 +95%
AC
2779
Asio Capital
Kentucky
$689K -$1.89K -2 -0.3%
JCM
2780
Jacobsen Capital Management
Utah
$689K +$51.1K +54 +8%
SFP
2781
Sterling Financial Planning
New Jersey
$687K +$13.2K +14 +2%
CAG
2782
Centerpoint Advisory Group
Kansas
$687K +$12.3K +13 +2%
SW
2783
SkyOak Wealth
Michigan
$686K
KL
2784
KilterHowling LLC
Colorado
$686K +$686K +680 New
RA
2785
Riverstone Advisors
Texas
$685K +$33.1K +35 +5%
BF
2786
Blankinship & Foster
California
$685K +$382K +404 +126%
KL
2787
KWMG LLC
Kansas
$684K +$4.73K +5 +0.7%
MWM
2788
Mindset Wealth Management
Indiana
$684K +$54.9K +58 +9%
EA
2789
Echo45 Advisors
California
$683K +$32.1K +34 +5%
WN
2790
Williams & Novak
California
$682K +$267K +280 +64%
RCWM
2791
Royal Capital Wealth Management
Indiana
$682K
CD
2792
Chapin Davis
Maryland
$682K -$71.9K -76 -10%
EF
2793
Exeter Financial
Arizona
$681K
RBWA
2794
RFG - Bristol Wealth Advisors
Massachusetts
$681K +$5.67K +6 +0.8%
CFG
2795
Carr Financial Group
Massachusetts
$680K +$83.2K +88 +14%
AWM
2796
Aberdeen Wealth Management
Illinois
$677K
PAM
2797
Palisade Asset Management
Minnesota
$676K
CIP
2798
Convergence Investment Partners
Florida
$676K -$135K -143 -17%
LWM
2799
Lakeridge Wealth Management
Ohio
$675K -$35K -37 -5%
BAM
2800
BOS Asset Management
Illinois
$675K +$35K +37 +5%