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Costco
COST

Overview Fund Activity

3,889 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, 1,575 increasing their positions, 1,662 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,889
Holders Change
+7
Holders Change %
+0.18%
% of All Funds
52.83%
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
1,575
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 %
UIM
301
USS Investment Management
United Kingdom
$66.2M -$12.2M -12,900 -16%
WCM
302
Windward Capital Management
California
$66M -$2M -2,117 -3%
P
303
&Partners
Tennessee
$65.2M +$8.96M +9,626 +16%
HCM
304
Hollencrest Capital Management
California
$64.9M -$3.99M -4,218 -6%
CTA
305
Chesley Taft & Associates
Illinois
$64.8M -$911K -963 -1%
NLGIA
306
Nippon Life Global Investors Americas
New York
$64.7M -$3.28M -3,470 -5%
CICI
307
Capital Investment Counsel Inc
North Carolina
$64.6M +$4.93M +5,213 +8%
Lido Advisors
308
Lido Advisors
California
$64.1M +$24M +25,364 +60%
IMPI
309
Ilmarinen Mutual Pension Insurance
Finland
$64M +$3.5M +3,700 +6%
BFS
310
Baskin Financial Services
Ontario, Canada
$63.8M -$1.31M -1,387 -2%
IHL
311
Investment House LLC
California
$62.4M +$796K +842 +1%
SPIA
312
Steward Partners Investment Advisory
New York
$61.6M -$964K -1,019 -2%
TAM
313
Trillium Asset Management
Massachusetts
$61.2M +$2.16M +2,280 +4%
PFSRSONJ
314
Police & Firemen's Retirement System of New Jersey
New Jersey
$61M +$35K +37 +0.1%
CC
315
Chicago Capital
Illinois
$60.3M -$28.6M -30,292 -32%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$59.9M +$4.54M +4,796 +8%
RPI
317
Railway Pension Investments
United Kingdom
$59.6M -$662K -700 -1%
SG Americas Securities
318
SG Americas Securities
New York
$59.5M +$57.6M +60,916 +2,986%
KB
319
Kimelman & Baird
New York
$59.5M -$669K -707 -1%
CWM
320
Congress Wealth Management
Massachusetts
$59.3M +$5.9M +6,243 +11%
IGAM
321
iA Global Asset Management
Quebec, Canada
$58.8M +$13.2M +13,934 +29%
MCM
322
Maple Capital Management
Vermont
$58.8M +$269K +284 +0.5%
KPWS
323
Kestra Private Wealth Services
Texas
$58.7M +$449K +475 +0.8%
ClearBridge Investments
324
ClearBridge Investments
New York
$58.7M -$951K -1,006 -2%
MSR
325
Main Street Research
Connecticut
$58.6M +$627K +663 +1%
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