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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 %
SRSA
3176
S.R. Schill & Associates
Washington
$421K +$169K +179 +67%
CCA
3177
Cottonwood Capital Advisors
Utah
$421K -$24.6K -26 -6%
NWM
3178
Nova Wealth Management
Florida
$420K +$34.1K +36 +9%
SPWM
3179
Schrum Private Wealth Management
Florida
$419K – – –
SFS
3180
Security Financial Services
Indiana
$419K +$16.1K +17 +4%
FAN
3181
Financial Advisors Network
California
$419K -$41.6K -44 -9%
FWM
3182
Fonville Wealth Management
Virginia
$418K -$47.3K -50 -10%
PAG
3183
Paladin Advisory Group
Iowa
$418K – – –
SCM
3184
Stordahl Capital Management
Colorado
$418K +$6.62K +7 +2%
SSWM
3185
Smith Salley Wealth Management
North Carolina
$417K -$62.5K -66 -13%
NLWP
3186
Next Level Wealth Planning
Idaho
$417K -$4.73K -5 -1%
IAA
3187
Ironsides Asset Advisors
North Carolina
$417K – – –
FM
3188
Foster & Motley
Ohio
$417K -$26.5K -28 -6%
MWM
3189
MBE Wealth Management
Wisconsin
$416K +$138K +146 +50%
CCA
3190
Cooper Capital Advisors
California
$416K -$402K -425 -49%
JF
3191
Jump Financial
Illinois
$415K -$4.19M -4,429 -91%
SWM
3192
Scissortail Wealth Management
Oklahoma
$415K -$85.1K -90 -17%
HPBT
3193
Hickory Point Bank & Trust
Illinois
$415K +$21.8K +23 +6%
GC
3194
Grange Capital
Oregon
$414K -$71.9K -76 -15%
CPCM
3195
Cardinal Point Capital Management
Ontario, Canada
$414K +$94.6K +100 +30%
BFG
3196
Bouchey Financial Group
New York
$413K +$1.89K +2 +0.5%
WAS
3197
WESPAC Advisors SoCal
California
$412K +$412K +435 New
HHRDM
3198
H&H Retirement Design & Management
Nevada
$411K +$1.91K +2 +0.5%
CWA
3199
Cascade Wealth Advisors
Washington
$410K – – –
CG
3200
Cynosure Group
Utah
$410K +$20.8K +22 +5%
126 127
128
129 130