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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
2951
Sulzberger Capital Advisors
Florida
$556K -$275K -291 -33%
BIP
2952
Blue Investment Partners
California
$556K +$945 +1 +0.2%
CWA
2953
Consilio Wealth Advisors
Washington
$556K +$15.1K +16 +3%
PWP
2954
Pursue Wealth Partners
California
$555K -$348K -368 -39%
IWM
2955
Integris Wealth Management
California
$554K -$72.8K -77 -12%
SPW
2956
Sonoma Private Wealth
California
$552K -$480K -508 -47%
CST
2957
Charles Schwab Trust
Nevada
$551K +$226K +239 +69%
PCM
2958
Pennsylvania Capital Management
Pennsylvania
$550K -$16.1K -17 -3%
TCM
2959
Tuttle Capital Management
Connecticut
$550K +$52K +55 +10%
AWA
2960
ARQ Wealth Advisors
Arizona
$549K -$131K -138 -19%
FAB
2961
First American Bank
Illinois
$549K – – –
RFA
2962
Register Financial Advisors
Georgia
$549K +$140K +148 +34%
SO
2963
Sierra Ocean
California
$548K -$8.52K -9 -2%
HIG
2964
Heritage Investment Group
Florida
$548K +$19.9K +21 +4%
GHAM
2965
Gilman Hill Asset Management
Connecticut
$547K -$33.1K -35 -6%
HCA
2966
Horan Capital Advisors
Ohio
$546K +$140K +148 +34%
CCMI
2967
Creative Capital Management Investments
California
$545K +$115K +122 +27%
PSF
2968
Pacific Sun Financial
California
$543K +$20.8K +22 +4%
TBWA
2969
Three Bridge Wealth Advisors
California
$543K – – –
MAA
2970
Matrix Asset Advisors
New York
$542K -$304K -321 -36%
AF
2971
Affiance Financial
Minnesota
$542K -$18K -19 -3%
SCM
2972
Saxony Capital Management
Missouri
$541K +$14.2K +15 +3%
WFA
2973
WMG Financial Advisors
Tennessee
$539K +$21.8K +23 +4%
SP
2974
Successful Portfolios
Florida
$538K -$1.89K -2 -0.4%
WC
2975
Wexford Capital
Florida
$536K -$101K -107 -16%
117 118
119
120 121