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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 %
SW
3026
SMART Wealth
Nebraska
$506K -$187K -198 -27%
ELM
3027
Elite Life Management
Florida
$505K +$8.51K +9 +2%
PCM
3028
Permanent Capital Management
Illinois
$505K +$201K +212 +66%
ALAM
3029
Asahi Life Asset Management
Japan
$504K -$317K -335 -39%
GSC
3030
G&S Capital
Colorado
$504K +$294K +311 +140%
OCM
3031
Osterweis Capital Management
California
$503K -$89.8K -95 -15%
UI
3032
Unconventional Investor
New Hampshire
$503K
BDF
3033
Black Diamond Financial
Maryland
$501K +$6.62K +7 +1%
SWA
3034
Strata Wealth Advisors
Texas
$499K -$68.1K -72 -12%
WAM
3035
Walker Asset Management
Missouri
$499K +$945 +1 +0.2%
QFW
3036
QTR Family Wealth
Florida
$499K +$499K +527 New
PHWM
3037
Pine Harbor Wealth Management
Maryland
$498K -$54K -57 -10%
CG
3038
Clifford Group
Massachusetts
$497K
RA
3039
Rodgers & Associates
Pennsylvania
$497K +$2.84K +3 +0.6%
PWA
3040
PCG Wealth Advisors
Kansas
$497K +$70.9K +75 +17%
MC
3041
Miramar Capital
Illinois
$497K
VBFP
3042
Valtinson Bruner Financial Planning
Minnesota
$496K -$103K -109 -17%
TPBG
3043
Turning Point Benefit Group
Maryland
$496K +$183K +202 +59%
MA
3044
MAS Advisors
Florida
$496K -$35K -37 -7%
CFGA
3045
Cambridge Financial Group (Arizona)
Arizona
$495K +$71.7K +76 +17%
NIM
3046
Nicollet Investment Management
Minnesota
$495K +$92.6K +98 +23%
CA
3047
Cache Advisors
California
$495K +$94.6K +100 +24%
DFCM
3048
Dark Forest Capital Management
Puerto Rico
$495K +$227K +240 +85%
CWP
3049
Capital Wealth Planning
Florida
$495K +$248K +262 +100%
I
3050
InceptionR
California
$495K +$495K +523 New