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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 %
RCP
3001
Rothschild Capital Partners
New York
$520K – – –
IIM
3002
Intact Investment Management
Quebec, Canada
$520K +$246K +260 +90%
GWM
3003
Gitterman Wealth Management
New Jersey
$520K -$4.73K -5 -0.9%
NBWM
3004
North Berkeley Wealth Management
California
$519K -$37.8K -40 -7%
EA
3005
Everpar Advisors
Oklahoma
$519K -$5.68K -6 -1%
PWA
3006
Peterson Wealth Advisors
Utah
$518K +$114K +126 +28%
LSA
3007
Lansing Street Advisors
Pennsylvania
$518K +$121K +128 +30%
CRIG
3008
Charter Research & Investment Group
Connecticut
$517K – – –
SNBOSD
3009
Security National Bank of So Dak
Iowa
$516K +$65.3K +69 +14%
HFS
3010
Hopwood Financial Services
Virginia
$515K -$58.6K -62 -10%
SWK
3011
Stephen W. Kidder
$515K +$260K +275 +102%
SPF
3012
South Plains Financial
Texas
$514K +$21.8K +23 +4%
LC
3013
Landaas & Company
Wisconsin
$513K – – –
WCP
3014
Wick Capital Partners
Pennsylvania
$512K -$163K -172 -24%
BB
3015
Burford Brothers
Texas
$512K +$6.62K +7 +1%
MCA
3016
Magnolia Capital Advisors
Mississippi
$512K -$28.4K -30 -5%
WWA
3017
Wealth Watch Advisors
Colorado
$511K +$2.85K +3 +0.6%
RC
3018
Rahlfs Capital
Texas
$511K – – –
AWP
3019
Accretive Wealth Partners
New Jersey
$510K +$143K +142 +39%
SFS
3020
Symphony Financial Services
Ohio
$510K -$13.2K -14 -3%
WJA
3021
Willis Johnson & Associates
Texas
$510K -$269K -285 -35%
CCP
3022
Clarity Capital Partners
California
$509K +$9.46K +10 +2%
MW
3023
Maia Wealth
Colorado
$509K +$35.3K +36 +7%
S
3024
Sunpointe
Missouri
$509K -$269K -285 -35%
LFG
3025
Lockerman Financial Group
California
$507K +$34K +36 +7%
119 120
121
122 123