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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 %
WAN
3101
Wealth Advisors Northwest
Oregon
$468K -$17K -18 -4%
SF
3102
Schaeffer Financial
Maryland
$466K – – –
RFG
3103
REAP Financial Group
Texas
$466K +$11.3K +12 +2%
TAM
3104
Titleist Asset Management
Texas
$466K -$111K -117 -19%
LSWM
3105
Lorne Steinberg Wealth Management
Canada
$464K +$132K +140 +40%
TFIPS
3106
Towarzystwo Funduszy Inwestycyjnych PZU SA
$463K +$70.9K +75 +18%
RCI
3107
RS Crum Inc
California
$463K -$22.7K -24 -5%
CCB
3108
Cutter & Co Brokerage
Missouri
$463K -$48.2K -51 -9%
CWM
3109
Centricity Wealth Management
Ohio
$462K +$29.3K +31 +7%
PS
3110
Planned Solutions
California
$462K -$33.1K -35 -7%
SWAG
3111
Spectrum Wealth Advisory Group
California
$462K +$945 +1 +0.2%
PT
3112
Plimoth Trust
Massachusetts
$462K -$135K -143 -23%
RC
3113
Rovin Capital
Arizona
$461K +$122K +129 +36%
CFS
3114
CGC Financial Services
Oregon
$461K +$94.6K +100 +26%
AWM
3115
Ariadne Wealth Management
California
$460K +$27.2K +27 +6%
FPWM
3116
Five Pine Wealth Management
Idaho
$459K -$7.57K -8 -2%
EGA
3117
E&G Advisors
Texas
$459K +$94.6K +100 +26%
NWM
3118
Northwest Wealth Management
Iowa
$457K +$946 +1 +0.2%
ACM
3119
Aspen Capital Management
Idaho
$456K +$456K +482 New
TPWA
3120
Twin Peaks Wealth Advisors
California
$455K +$3.91K +4 +0.9%
SC
3121
Summa Corp
Texas
$455K -$47.3K -50 -9%
HNW
3122
High Note Wealth
Minnesota
$453K – – –
TFG
3123
Team Financial Group
California
$453K +$125K +132 +38%
PWP
3124
Precedent Wealth Partners
Texas
$452K +$41.6K +44 +10%
FMP
3125
Financial Management Professionals
Texas
$451K -$13.2K -14 -3%
123 124
125
126 127