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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 %
AMBIA
2901
Allen Mooney & Barnes Investment Advisors
Georgia
$600K
MWA
2902
MN Wealth Advisors
Kansas
$600K -$65.3K -69 -10%
NG
2903
Novem Group
New York
$599K -$40.7K -43 -6%
IF
2904
Intrua Financial
Texas
$599K -$6.62K -7 -1%
VWMG
2905
Virginia Wealth Management Group
Virginia
$596K -$270K -286 -31%
FAP
2906
Financial Advisory Partners
Florida
$596K -$37.8K -40 -6%
FSC
2907
Full Sail Capital
Oklahoma
$596K -$12.3K -13 -2%
EAM
2908
Evanson Asset Management
California
$593K -$113K -120 -16%
VP
2909
Verum Partners
North Carolina
$592K +$118K +125 +25%
BAM
2910
Bosun Asset Management
Illinois
$592K -$10.4K -11 -2%
PCMN
2911
Paradigm Capital Management (Nevada)
Nevada
$591K
VPP
2912
Vertex Planning Partners
Illinois
$589K +$946 +1 +0.2%
CWM
2913
Chesapeake Wealth Management
Virginia
$589K -$16.1K -17 -3%
SWM
2914
SilverOak Wealth Management
Minnesota
$588K
PTC
2915
Philadelphia Trust Company
Pennsylvania
$588K -$333K -352 -36%
JLBC
2916
J.L. Bainbridge & Co
Florida
$587K
CFMC
2917
Curbstone Financial Management Corp
New Hampshire
$584K +$170K +180 +41%
FNB
2918
Farmers National Bank
Kentucky
$584K +$146K +154 +33%
AGC
2919
Aspen Grove Capital
Colorado
$583K +$3.78K +4 +0.7%
TCG
2920
Transcendent Capital Group
Oklahoma
$581K -$193K -204 -25%
HKIMG
2921
Hutchens & Kramer Investment Management Group
Indiana
$580K -$36.9K -39 -6%
GPWM
2922
Grant Private Wealth Management
California
$577K +$57.7K +61 +11%
AW
2923
Alaethes Wealth
Nevada
$575K -$14.2K -15 -2%
KFI
2924
Key Financial Inc
Pennsylvania
$575K +$18.9K +20 +3%
MSWM
2925
McGlone Suttner Wealth Management
Wisconsin
$574K +$51.1K +54 +10%