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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 %
HAM
3201
Harmony Asset Management
Arizona
$410K – – –
CWM
3202
Crowley Wealth Management
Delaware
$409K +$2.84K +3 +0.7%
AHL
3203
Abel Hall LLC
Louisiana
$408K -$42.5K -45 -9%
WFAG
3204
Worth Financial Advisory Group
North Carolina
$407K +$140K +148 +52%
JWM
3205
Jacksonville Wealth Management
Florida
$407K – – –
FEM
3206
Fulcrum Equity Management
Texas
$406K -$40.7K -43 -9%
6F
3207
626 Financial
Michigan
$406K -$55.8K -59 -12%
RWA
3208
Rooted Wealth Advisors
Illinois
$404K +$10.1K +11 +3%
MWM
3209
Moulton Wealth Management
Washington
$404K – – –
GPA
3210
Guerra Pan Advisors
New Jersey
$404K – – –
VF
3211
Vawter Financial
Ohio
$404K +$2.84K +3 +0.7%
RWM
3212
RBA Wealth Management
California
$401K – – –
SCM
3213
Seascape Capital Management
New Hampshire
$401K +$946 +1 +0.2%
IWS
3214
Integrity Wealth Solutions
Colorado
$400K +$1.89K +2 +0.5%
RPCA
3215
Running Point Capital Advisors
California
$400K +$123K +130 +44%
EBA
3216
Eagle Bay Advisors
New York
$400K – – –
DWM
3217
DecisionMap Wealth Management
Virginia
$398K +$4.73K +5 +1%
CP
3218
Covenant Partners
Tennessee
$397K -$133K -141 -25%
MAG
3219
Mayfair Advisory Group
Alabama
$397K – – –
GAG
3220
Goodman Advisory Group
Massachusetts
$396K +$396K +419 New
MFP
3221
Meridian Financial Partners
Virginia
$396K +$4.73K +5 +1%
FVWA
3222
Foster Victor Wealth Advisors
South Carolina
$395K -$58.8K -61 -13%
WCM Investment Management
3223
WCM Investment Management
California
$395K +$395K +425 New
BA
3224
Bluesphere Advisors
Pennsylvania
$395K +$395K +418 New
ACM
3225
Advance Capital Management
Michigan
$395K +$43.6K +46 +12%
127 128
129
130 131