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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 %
SFC
3251
Summit Financial Consulting
Michigan
$385K +$385K +407 New
TFA
3252
Tobias Financial Advisors
Florida
$384K +$18.9K +20 +5%
GPA
3253
Guidance Point Advisors
Massachusetts
$384K – – –
SAM
3254
SP Asset Management
California
$382K +$947 +1 +0.2%
IAG
3255
Investment Advisory Group
Massachusetts
$382K -$77.6K -82 -17%
4WM
3256
4J Wealth Management
Virginia
$382K -$1.89K -2 -0.5%
TC
3257
Tacita Capital
Ontario, Canada
$382K – – –
CCAM
3258
Cascades Capital Asset Management
North Carolina
$382K +$21.7K +23 +6%
HWP
3259
Heritage Wealth Partners
Ohio
$380K -$6.62K -7 -2%
RMC
3260
Ring Mountain Capital
California
$379K +$38.8K +41 +11%
JWM
3261
Jeppson Wealth Management
California
$379K – – –
FTC
3262
Farmers Trust Company
Ohio
$379K -$7.57K -8 -2%
DWM
3263
Denver Wealth Management
Colorado
$379K – – –
QPW
3264
Quantum Private Wealth
Florida
$379K -$40.7K -43 -10%
WIM
3265
Warwick Investment Management
Texas
$379K +$68.1K +72 +22%
IAM
3266
Ion Asset Management
Israel
$378K -$85.1K -90 -18%
SWM
3267
Seed Wealth Management
Illinois
$378K – – –
GGA
3268
Granite Group Advisors
Connecticut
$378K +$21.8K +23 +6%
GWI
3269
Grace & White Inc
New York
$378K +$94.6K +100 +33%
EIA
3270
Eldridge Investment Advisors
New Hampshire
$378K – – –
FWM
3271
FSA Wealth Management
Massachusetts
$377K +$3.78K +4 +1%
HI
3272
Hoey Investments
Pennsylvania
$376K -$336K -355 -47%
DKCM
3273
Davidson Kahn Capital Management
California
$376K +$9.46K +10 +3%
UWM
3274
USAdvisors Wealth Management
Minnesota
$376K -$10.4K -11 -3%
CP
3275
CenterBook Partners
Connecticut
$375K +$375K +397 New
129 130
131
132 133