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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 %
LCGC
2801
Legacy Capital Group California
California
$675K -$1.4M -1,483 -68%
CWM
2802
Copia Wealth Management
Oregon
$673K +$284K +300 +73%
CYG
2803
Clean Yield Group
Vermont
$673K +$5.68K +6 +0.9%
PWP
2804
Prasad Wealth Partners
Ohio
$673K +$166K +175 +33%
CANC
2805
Culbertson A N & Co
Virginia
$672K -$16.1K -17 -2%
TM
2806
TigerOak Management
New Mexico
$672K -$10.4K -11 -2%
JWM
2807
Jupiter Wealth Management
Colorado
$671K +$73.4K +71 +12%
OIM
2808
Oder Investment Management
California
$671K +$18.9K +20 +3%
FCT
2809
First Community Trust
Iowa
$671K
SFWC
2810
Strategic Family Wealth Counselors
New Jersey
$670K +$946 +1 +0.1%
EC
2811
EdgeRock Capital
Colorado
$668K -$18.9K -20 -3%
WPC
2812
White Pine Capital
Minnesota
$667K +$32.2K +34 +5%
AR
2813
Apeiron RIA
Texas
$665K +$28.4K +30 +4%
SB
2814
Sunflower Bank
Texas
$662K +$12.3K +13 +2%
AGA
2815
Arkos Global Advisors
Texas
$662K +$59.6K +63 +10%
MHR
2816
Matthew Hamilton Rosenberg
$661K +$23.6K +25 +4%
CA
2817
Callahan Advisors
Texas
$660K -$47.3K -50 -7%
UIA
2818
Ulland Investment Advisors
Minnesota
$659K
CBTWT
2819
Community Bank & Trust (Waco, Texas)
Texas
$658K
VIA
2820
Victrix Investment Advisors
Florida
$657K -$18.2K -19 -3%
YWS
2821
Yarger Wealth Strategies
Ohio
$656K +$946 +1 +0.1%
BWM
2822
BCS Wealth Management
Tennessee
$655K -$182K -193 -22%
SIM
2823
Seaview Investment Managers
Florida
$653K +$653K +690 New
DWG
2824
Darden Wealth Group
Michigan
$651K +$21.8K +23 +3%
SIC
2825
Samalin Investment Counsel
New York
$651K +$62.4K +66 +11%