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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 %
BPFA
2976
Barnes Pettey Financial Advisors
Mississippi
$536K +$47.3K +50 +10%
ACG
2977
Allen Capital Group
Nebraska
$535K +$53K +56 +11%
MWM
2978
MinichMacGregor Wealth Management
New York
$535K -$12.3K -13 -2%
WWA
2979
Wingate Wealth Advisors
Massachusetts
$533K – – –
AWA
2980
Aletheian Wealth Advisors
Washington
$533K +$45.4K +48 +9%
EF
2981
Elite Financial
Idaho
$533K – – –
SI
2982
Saxon Interests
Texas
$533K +$2.84K +3 +0.5%
NRC
2983
New Republic Capital
North Carolina
$533K +$19.9K +21 +4%
GCA
2984
Gradient Capital Advisors
California
$532K +$5.67K +6 +1%
KCPT
2985
Kingstone Capital Partners Texas
Texas
$532K +$945 +1 +0.2%
LFP
2986
Lakeshore Financial Planning
Michigan
$532K -$100K -106 -16%
FNFDCM
2987
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$532K – – –
KFA
2988
Kelleher Financial Advisors
New York
$531K -$27.4K -29 -5%
BHWM
2989
Beaird Harris Wealth Management
Texas
$530K – – –
MBI
2990
May Barnhard Investments
Maryland
$529K +$28.4K +30 +6%
AGWCA
2991
Annis Gardner Whiting Capital Advisors
Florida
$526K -$6.62K -7 -1%
LAS
2992
LWM Advisory Services
Florida
$526K – – –
IFO
2993
Independent Family Office
New York
$525K -$14.2K -15 -3%
WH
2994
Willner & Heller
California
$525K -$8.51K -9 -2%
SLWA
2995
San Luis Wealth Advisors
California
$524K -$903K -955 -63%
ST
2996
Sabal Trust
Florida
$523K -$7.57K -8 -1%
EIG
2997
Ellenbecker Investment Group
Wisconsin
$522K +$21.8K +23 +4%
SFC
2998
Swisher Financial Concepts
Ohio
$521K -$59.6K -63 -10%
SWP
2999
Semus Wealth Partners
Florida
$520K +$5.68K +6 +1%
SWM
3000
StoneCrest Wealth Management
Arizona
$520K -$43.5K -46 -8%
118 119
120
121 122