COST icon

Costco

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
Name Holding Trade Value Shares
Change
Shares
Change %
MIAS
3226
Mason Investment Advisory Services
Virginia
$394K
LWMI
3227
Legacy Wealth Management (Idaho)
Idaho
$393K +$31.2K +33 +9%
AWCI
3228
Alpine Woods Capital Investors
New York
$393K -$1.08M -1,140 -73%
BBA
3229
Braun-Bostich & Associates
Pennsylvania
$393K +$6.62K +7 +2%
VC
3230
Vicus Capital
Pennsylvania
$393K -$5.68K -6 -1%
CPA
3231
Cathy Pareto & Associates
Florida
$392K
AWA
3232
AGH Wealth Advisors
Kansas
$391K -$13.2K -14 -3%
NCM
3233
NCM Capital Management
New Jersey
$391K
MTWM
3234
Masso Torrence Wealth Management
New Jersey
$391K +$391K +413 New
MWP
3235
Meridian Wealth Partners
Pennsylvania
$390K +$3.78K +4 +1%
CL
3236
CVFG LLC
Indiana
$390K -$160K -169 -29%
SCA
3237
STALEY CAPITAL ADVISERS
Pennsylvania
$390K -$5.68K -6 -1%
GCM
3238
Goldstream Capital Management
Hong Kong
$390K
V
3239
ViaWealth
Kansas
$389K -$20.8K -22 -5%
LWA
3240
Ledgewood Wealth Advisors
New Hampshire
$388K
WFS
3241
Widmann Financial Services
Maryland
$388K
WDG
3242
Wealth Dimensions Group
Ohio
$387K +$28.4K +30 +8%
WA
3243
Westfuller Advisors
New York
$387K +$141K +149 +57%
CW
3244
Code Waechter
Florida
$387K -$6.62K -7 -2%
DSAM
3245
Dock Street Asset Management
Florida
$387K -$19.9K -21 -5%
WCP
3246
Wealthcare Capital Partners
Pennsylvania
$386K +$15.1K +16 +4%
LRIC
3247
Long Road Investment Counsel
Michigan
$386K
FPW
3248
Flywheel Private Wealth
California
$386K
HCM
3249
Hudson Capital Management
New Jersey
$386K +$7.57K +8 +2%
CLOS
3250
Compagnie Lombard Odier SCmA
Switzerland
$385K +$54.9K +58 +17%