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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 %
KCM
2826
KRS Capital Management
Michigan
$650K – – –
OGF
2827
Orin Green Financial
California
$650K +$650K +679 New
VST
2828
Van Strum & Towne
California
$650K -$37.8K -40 -6%
TCM
2829
Tributary Capital Management
Nebraska
$648K -$147K -155 -18%
CCWM
2830
Correct Capital Wealth Management
Missouri
$648K +$3.78K +4 +0.6%
OAM
2831
Occidental Asset Management
California
$647K +$314K +332 +94%
BWM
2832
BankPlus Wealth Management
Mississippi
$645K -$19K -20 -3%
FWI
2833
Facet Wealth Inc
Maryland
$645K +$13.2K +13 +2%
SA
2834
Scarborough Advisors
Maryland
$644K +$33.1K +35 +5%
HHWM
2835
Hiley Hunt Wealth Management
Nebraska
$644K +$954 +1 +0.1%
RCA
2836
Runnymede Capital Advisors
Ohio
$643K +$5.68K +6 +0.9%
AIA
2837
Accelerate Investment Advisors
California
$643K +$78.6K +83 +14%
FM
2838
Family Management
New York
$639K -$28.4K -30 -4%
LBC
2839
Lowe Brockenbrough & Co
Virginia
$639K +$2.84K +3 +0.4%
AWM
2840
Accel Wealth Management
Iowa
$639K -$18K -19 -3%
NRG
2841
Nemes Rush Group
Michigan
$639K +$4.73K +5 +0.7%
HCC
2842
Hirtle Callaghan & Co
Pennsylvania
$638K -$87K -92 -12%
BIA
2843
Bigelow Investment Advisors
Maine
$638K +$2.84K +3 +0.4%
EIA
2844
Edgemoor Investment Advisors
Maryland
$638K +$3.79K +4 +0.6%
FCM
2845
Fourpath Capital Management
Oklahoma
$637K +$4.73K +5 +0.7%
EE
2846
EWG Elevate
California
$637K -$10.4K -11 -2%
FA
2847
Financial Alternatives
California
$637K – – –
BOJHT
2848
Bank of Jackson Hole Trust
Wyoming
$637K -$58.7K -56 -8%
SRC
2849
Shufro Rose & Co
New York
$636K -$1.89K -2 -0.3%
RF
2850
Rossby Financial
Florida
$635K +$39.1K +40 +7%
112 113
114
115 116