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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 %
CCM
3151
Cloud Capital Management
Washington
$433K +$433K +459 New
FAM
3152
Flaharty Asset Management
Florida
$431K -$18.9K -20 -4%
MWM
3153
Meritas Wealth Management
California
$431K – – –
B
3154
Birchbrook
Maine
$431K +$10.4K +11 +2%
HCWM
3155
Hidden Cove Wealth Management
Washington
$431K +$50.2K +53 +13%
VFG
3156
Victory Financial Group
Texas
$430K +$36.1K +38 +9%
FWA
3157
Flagship Wealth Advisors
Massachusetts
$430K -$49.2K -52 -10%
GA
3158
Gordian Advisors
Arizona
$429K – – –
DW30
3159
Drucker Wealth 3.0
New Jersey
$428K +$97.4K +103 +29%
SL
3160
Summitry LLC
California
$428K +$157K +166 +58%
SPA
3161
Sherbrooke Park Advisers
New York
$427K +$427K +452 New
NFP
3162
Narus Financial Partners
Utah
$427K +$8.51K +9 +2%
PPWM
3163
Perissos Private Wealth Management
Oklahoma
$427K -$2.18M -2,305 -84%
SL
3164
Salomon & Ludwin
Virginia
$427K +$93.6K +99 +28%
Cohen & Steers
3165
Cohen & Steers
New York
$426K -$64.4K -68 -13%
SC
3166
Scholtz & Company
Connecticut
$426K -$112K -118 -21%
TCM
3167
TABR Capital Management
California
$425K -$9.45K -10 -2%
IAP
3168
Indie Asset Partners
Indiana
$425K -$56.7K -60 -12%
SC
3169
Saiph Capital
New Jersey
$425K – – –
PPC
3170
Pennington Partners & Co
Maryland
$424K -$168K -177 -28%
MIC
3171
Means Investment Company
Maine
$423K -$14.2K -15 -3%
NLP
3172
Next Level Private
New York
$423K +$182K +192 +75%
SWM
3173
Seaside Wealth Management
California
$422K +$7.57K +8 +2%
NC
3174
Napatree Capital
Rhode Island
$422K +$78.5K +83 +23%
FTUS
3175
Flow Traders U.S.
New York
$421K -$269K -284 -39%
125 126
127
128 129