COST icon

Costco
COST

Overview Fund Activity

3,922 hedge funds and large institutions have $301B invested in Costco in 2025 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 1,711 increasing their positions, 1,483 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,922
Holders Change
+33
Holders Change %
+0.85%
% of All Funds
52.6%
Holding in Top 10
319
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-10.14%
% of All Funds
4.28%
New
208
Increased
1,711
Reduced
1,483
Closed
97
Calls
$6.82B
Puts
$9.1B
Net Calls
-$2.28B
Net Calls Change
+$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$42.9B
2
BlackRock
BlackRock
New York
$35.2B
3
Two Sigma Advisers
Two Sigma Advisers
New York
$631M
4
Invesco
Invesco
Georgia
$4.25B
5
Squarepoint
Squarepoint
New York
$573M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$3.26B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$3.4B
3
Citadel Advisors
Citadel Advisors
Florida
$53.3M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$818M
5
Corient Private Wealth
Corient Private Wealth
Florida
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIM
301
USS Investment Management
United Kingdom
$69.6M +$297K +300 +0.4%
BCIM
302
British Columbia Investment Management
British Columbia, Canada
$69.2M -$14.8M -14,994 -18%
WCM
303
Windward Capital Management
California
$68.7M -$427K -431 -0.6%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$68.5M +$5.89M +5,946 +9%
O
305
Ossiam
France
$68.4M +$47.7M +48,151 +229%
HCM
306
Hollencrest Capital Management
California
$67.8M -$137K -138 -0.2%
NLGIA
307
Nippon Life Global Investors Americas
New York
$67.5M -$178K -180 -0.3%
IGAM
308
iA Global Asset Management
Quebec, Canada
$67.5M +$5.96M +6,019 +10%
SPIA
309
Steward Partners Investment Advisory
New York
$67.2M +$2.8M +2,824 +4%
CTA
310
Chesley Taft & Associates
Illinois
$67.2M -$619K -625 -0.9%
CICI
311
Capital Investment Counsel Inc
North Carolina
$67.1M -$617K -623 -0.9%
PFSRSONJ
312
Police & Firemen's Retirement System of New Jersey
New Jersey
$66.7M +$2.84M +2,871 +4%
KPWS
313
Kestra Private Wealth Services
Texas
$66.4M +$4.95M +5,003 +8%
BFS
314
Baskin Financial Services
Ontario, Canada
$66.1M -$622K -628 -0.9%
IHL
315
Investment House LLC
California
$63.9M -$1.36M -1,374 -2%
MCM
316
Maple Capital Management
Vermont
$63.3M +$1.74M +1,759 +3%
CC
317
Chicago Capital
Illinois
$63.2M +$39.6K +40 +0.1%
WT
318
Whittier Trust
California
$62.5M +$3.01M +3,038 +5%
MSR
319
Main Street Research
Connecticut
$62.2M +$885K +894 +1%
KB
320
Kimelman & Baird
New York
$62M -$235K -237 -0.4%
TAM
321
Trillium Asset Management
Massachusetts
$61.4M -$2.62M -2,642 -4%
CIS
322
Capital International Sarl
California
$61.4M +$2.07M +2,096 +3%
Wealthfront Advisers
323
Wealthfront Advisers
California
$61.3M +$2.65M +2,673 +5%
SOADOR
324
State of Alaska Department of Revenue
Alaska
$61.2M +$1.84M +1,860 +3%
JAM
325
Jupiter Asset Management
United Kingdom
$60.7M +$11.9M +12,018 +24%
11 12
13
14 15