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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 %
WAM
2851
Winslow Asset Management
Ohio
$635K – – –
WMWM
2852
Whitaker-Myers Wealth Managers
Ohio
$635K +$134K +142 +27%
GFG
2853
Greystone Financial Group
Michigan
$635K +$635K +671 New
DIM
2854
Delta Investment Management
California
$633K +$89.9K +95 +17%
FFG
2855
Frisch Financial Group
New York
$632K +$9.46K +10 +2%
ABTD
2856
Arvest Bank Trust Division
Oklahoma
$632K +$209K +221 +49%
HTWM
2857
Hartmann Taylor Wealth Management
Texas
$632K +$632K +668 New
YDMI
2858
Y.D. More Investments
Israel
$629K +$68.5K +91 +12%
SGCA
2859
Steel Grove Capital Advisors
Tennessee
$627K -$25.5K -27 -4%
HIM
2860
Hillsdale Investment Management
Ontario, Canada
$627K -$255K -270 -29%
VFG
2861
V2 Financial group
Illinois
$627K +$946 +1 +0.2%
GC
2862
Gibson Capital
Pennsylvania
$626K -$363K -384 -37%
IIL
2863
Insight Inv LLC
California
$625K +$595K +14,100 +1,975%
EMB
2864
Elefante Mark B
$622K -$37.8K -40 -6%
CBB
2865
Citizens Business Bank
California
$621K +$354K +374 +132%
BP
2866
BNP Paribas
France
$621K -$401K -275 -39%
BHA
2867
Beech Hill Advisors
New York
$619K -$47.3K -50 -7%
FCM
2868
Firestone Capital Management
Florida
$619K -$65.3K -69 -10%
MA
2869
MCF Advisors
Kentucky
$619K +$18.9K +20 +3%
SWM
2870
Selective Wealth Management
Virginia
$618K +$3.85K +4 +0.6%
KPWG
2871
KFA Private Wealth Group
Virginia
$618K +$164K +173 +36%
ACA
2872
Affinity Capital Advisors
California
$618K +$41.5K +43 +7%
SEP
2873
Southland Equity Partners
Missouri
$618K +$20.8K +22 +3%
NED
2874
Nancy E. Dempze
$618K – – –
BIM
2875
Bullseye Investment Management
Ohio
$616K -$37.9K -40 -6%
113 114
115
116 117