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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 %
SCA
2926
Stonebridge Capital Advisors
Minnesota
$574K -$13.2K -14 -2%
PFC
2927
Phocas Financial Corp
California
$573K – – –
MSWA
2928
Marshall & Sterling Wealth Advisors
New York
$571K -$39.7K -42 -7%
WSWA
2929
Warren Street Wealth Advisors
California
$570K +$55.8K +59 +11%
TCOTS
2930
Trust Company of the South
North Carolina
$568K +$70.9K +75 +14%
OAS
2931
Optivise Advisory Services
Tennessee
$568K +$3.78K +4 +0.7%
MCIA
2932
Mountain Capital Investment Advisors
Colorado
$568K +$8.79K +9 +2%
MCI
2933
MRP Capital Investments
Georgia
$567K – – –
LCM
2934
Lattice Capital Management
Washington
$567K – – –
CAGAS
2935
Capital Advisory Group Advisory Services
Minnesota
$567K +$45.4K +48 +9%
RS
2936
R Squared
Hong Kong
$567K +$567K +600 New
PA
2937
Parkside Advisors
California
$566K – – –
FFB
2938
First Financial Bankshares
Texas
$565K +$124K +131 +28%
TPW
2939
Talon Private Wealth
Florida
$564K -$82.3K -87 -13%
GCS
2940
Gordian Capital (Singapore)
Singapore
$564K +$469K +500 +495%
PWAM
2941
Private Wealth Asset Management
Iowa
$563K +$563K +596 New
SWRP
2942
Summit Wealth & Retirement Planning
California
$563K +$64.3K +68 +13%
NDSI
2943
Newman Dignan & Sheerar Inc
Rhode Island
$561K +$7.57K +8 +1%
CCP
2944
Carmel Capital Partners
California
$560K +$12.3K +13 +2%
HC
2945
Hamilton Capital
Ohio
$560K +$12.3K +13 +2%
CA
2946
Calton & Associates
Florida
$558K +$558K +590 New
MMCM
2947
Murphy & Mullick Capital Management
New York
$558K +$15.1K +16 +3%
LCM
2948
LVM Capital Management
Michigan
$558K -$20.8K -22 -4%
MIP
2949
Marietta Investment Partners
Wisconsin
$557K +$557K +589 New
BPW
2950
Bingham Private Wealth
California
$556K -$946 -1 -0.2%
116 117
118
119 120