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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 %
PCM
2876
Presidio Capital Management
California
$616K – – –
RIP
2877
Reliant Investment Partners
North Carolina
$615K -$1.89K -2 -0.3%
PPWM
2878
Paragon Private Wealth Management
Kentucky
$614K +$306K +323 +99%
LI
2879
LifeWealth Investments
Florida
$614K +$183K +194 +43%
TIM
2880
Thompson Investment Management
Wisconsin
$613K – – –
FFG
2881
Floyd Financial Group
Missouri
$612K +$17K +18 +3%
LWIC
2882
Leith Wheeler Investment Counsel
British Columbia, Canada
$612K +$612K +647 New
PWP
2883
Phillips Wealth Planners
Mississippi
$610K -$15.4K -16 -2%
HCM
2884
Harvey Capital Management
Florida
$608K -$215K -227 -26%
TIP
2885
Torray Investment Partners
Maryland
$608K – – –
BWG
2886
Boomfish Wealth Group
Georgia
$607K -$61.4K -65 -9%
PSIWM
2887
Paradigm Strategies in Wealth Management
Minnesota
$606K +$72.8K +77 +14%
TFG
2888
Taylor Financial Group
Virginia
$606K -$3.78K -4 -0.6%
CBT
2889
CoreFirst Bank & Trust
Kansas
$606K -$3.78K -4 -0.6%
CF
2890
Cyr Financial
Illinois
$604K +$33.1K +35 +6%
WFI
2891
West Family Investments
California
$604K -$1.27M -1,338 -68%
TCWM
2892
Total Clarity Wealth Management
Illinois
$604K – – –
LF
2893
Lantz Financial
Illinois
$604K -$6.63K -7 -1%
AWA
2894
Alaska Wealth Advisors
Alaska
$603K +$110K +116 +22%
EWM
2895
Elevatus Welath Management
New York
$602K -$77.6K -82 -11%
PNAA
2896
Pictet North America Advisors
Switzerland
$602K – – –
HCP
2897
Holt Capital Partners
Texas
$602K – – –
UIM
2898
Unified Investment Management
Georgia
$602K -$70.9K -75 -11%
TSWM
2899
Triangle Securities Wealth Management
North Carolina
$601K +$25.5K +27 +4%
Wolverine Trading
2900
Wolverine Trading
Illinois
$601K -$11.1M -11,897 -95%
114 115
116
117 118