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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 %
TA
3126
Townsend & Associates
Colorado
$450K +$6.7K +7 +2%
WW
3127
Westshore Wealth
California
$449K +$16.1K +17 +4%
CCM
3128
Coerente Capital Management
Ontario, Canada
$449K -$47.3K -50 -10%
CKAIS
3129
Christensen King & Associates Investment Services
Washington
$447K -$59.5K -64 -12%
SWM
3130
Sagace Wealth Management
Florida
$447K -$5.68K -6 -1%
GA
3131
GSG Advisors
New Jersey
$446K +$12.6K +13 +3%
SHJ
3132
Sharkey, Howes & Javer
Colorado
$446K +$945 +1 +0.2%
JTWM
3133
Jackson Thornton Wealth Management
Alabama
$446K +$133K +134 +43%
PC
3134
Port Capital
Illinois
$445K -$52.9K -56 -11%
BCM
3135
Bourgeon Capital Management
Connecticut
$445K -$4.73K -5 -1%
ACC
3136
Acorn Creek Capital
Colorado
$444K +$2.84K +3 +0.6%
APW
3137
Austin Private Wealth
Texas
$443K +$17K +18 +4%
AIA
3138
Armor Investment Advisors
North Carolina
$443K -$17K -18 -4%
JBA
3139
Johnson Bixby & Associates
Washington
$440K – – –
HB
3140
Horizon Bancorp
Indiana
$438K -$145K -153 -25%
MWA
3141
Motive Wealth Advisors
Michigan
$438K -$2.84K -3 -0.6%
OFW
3142
Omnia Family Wealth
Florida
$438K +$122K +129 +39%
CCM
3143
Chiron Capital Management
Florida
$438K +$438K +463 New
CC
3144
Cornerstone Capital
California
$437K +$28.4K +30 +7%
OF
3145
Optimize Financial
California
$436K -$70K -74 -14%
AWAP
3146
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$436K +$9.46K +10 +2%
1WM
3147
1900 Wealth Management
Texas
$434K -$86.1K -91 -17%
VAG
3148
VisionPoint Advisory Group
Texas
$434K +$132K +140 +44%
FCMT
3149
Founders Capital Management (Texas)
Texas
$433K -$7.57K -8 -2%
SPWG
3150
Syntegra Private Wealth Group
Missouri
$433K +$6.62K +7 +2%
124 125
126
127 128