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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 %
OWA
3051
Opal Wealth Advisors
New York
$494K -$53K -56 -10%
MCM
3052
M1 Capital Management
Michigan
$494K -$2.84K -3 -0.6%
FF
3053
Farrell Financial
New York
$493K +$10.4K +11 +2%
GCM
3054
Gunderson Capital Management
South Carolina
$493K +$2.84K +3 +0.6%
AAMC
3055
Asset Allocation & Management Company
Illinois
$492K – – –
SH
3056
SLT Holdings
Arizona
$492K +$16.1K +17 +3%
MFC
3057
Morris Financial Concepts
South Carolina
$492K – – –
CNWM
3058
Clay Northam Wealth Management
California
$491K +$50.1K +53 +11%
TWM
3059
Tumwater Wealth Management
Idaho
$490K – – –
NEWAS
3060
N.E.W. Advisory Services
Wisconsin
$490K +$125K +132 +34%
WCM
3061
Wealthcare Capital Management
Virginia
$488K -$1.89K -2 -0.4%
SXL
3062
Summit X LLC
Missouri
$487K -$98.4K -104 -17%
YC
3063
Yarbrough Capital
Tennessee
$487K – – –
GHA
3064
Granite Harbor Advisors
Texas
$487K +$148K +156 +43%
DI
3065
DAGCO Inc
Ohio
$483K +$37.8K +40 +8%
GCA
3066
Greenwood Capital Associates
South Carolina
$483K -$14.2K -15 -3%
SA
3067
Stewardship Advisors
Pennsylvania
$483K -$946 -1 -0.2%
SDAM
3068
Shulman DeMeo Asset Management
New York
$483K +$5.68K +6 +1%
AWA
3069
Acorn Wealth Advisors
Michigan
$482K +$4.73K +5 +1%
BF
3070
Brucke Financial
Indiana
$482K +$29.8K +30 +7%
MWM
3071
Maripau Wealth Management
Indiana
$482K +$482K +509 New
AWA
3072
Archvest Wealth Advisors
California
$480K +$73.8K +78 +18%
DA
3073
Detalus Advisors
Missouri
$480K +$9.46K +10 +2%
CPL
3074
CAP Partners LLC
Tennessee
$479K -$8.51K -9 -2%
APW
3075
Aurora Private Wealth
New Jersey
$479K -$190K -201 -28%
121 122
123
124 125