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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 %
HWA
3076
HHM Wealth Advisors
Tennessee
$479K +$36.9K +39 +8%
AOI
3077
Auto-Owners Insurance
Michigan
$478K +$428K +3,717 +864%
CNAM
3078
Campbell Newman Asset Management
Wisconsin
$478K – – –
CWP
3079
Curated Wealth Partners
California
$478K +$50.1K +53 +12%
SC
3080
SummitTX Capital
Texas
$477K +$477K +504 New
EFA
3081
Edge Financial Advisors
Illinois
$476K +$43.5K +46 +10%
FWM
3082
Foguth Wealth Management
Michigan
$476K +$28.4K +30 +6%
NB
3083
Northwest Bancshares
Pennsylvania
$476K – – –
WLPWM
3084
Walled Lake Planning & Wealth Management
Illinois
$475K -$2.84K -3 -0.6%
TI
3085
Truepoint Inc
Ohio
$474K – – –
HWM
3086
HighMark Wealth Management
Minnesota
$474K +$110K +116 +30%
DWM
3087
Darwin Wealth Management
Florida
$474K – – –
GWM
3088
Greenhouse Wealth Management
Connecticut
$473K – – –
GP
3089
Geneva Partners
Wisconsin
$473K +$43.5K +46 +10%
AC
3090
Avenir Corporation
Virginia
$473K – – –
PFC
3091
Poplar Forest Capital
California
$473K – – –
VWA
3092
VERITY Wealth Advisors
United States
$473K – – –
E3F
3093
Eight 31 Financial
Texas
$473K – – –
DWS
3094
Dynamic Wealth Strategies
California
$473K +$946 +1 +0.2%
CI
3095
Corient IA
Florida
$473K +$473K +500 New
VWM
3096
Vermillion Wealth Management
Minnesota
$472K +$1.89K +2 +0.4%
W
3097
WealthCollab
Washington
$469K – – –
AIM
3098
Avity Investment Management
Connecticut
$469K -$42.6K -45 -8%
CE
3099
Cornerstone Enterprises
Wisconsin
$469K +$9.46K +10 +2%
TWP
3100
Tower Wealth Partners
Pennsylvania
$468K +$68.1K +72 +17%
122 123
124
125 126