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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 %
FWP
3276
Firethorn Wealth Partners
Georgia
$375K +$35K +37 +10%
CFAM
3277
Center For Asset Management
Florida
$375K +$28.4K +30 +8%
JSAM
3278
J. Safra Asset Management
New York
$374K -$125K -132 -25%
TSW
3279
Three Seasons Wealth
Utah
$374K -$946 -1 -0.3%
CAM
3280
Clark Asset Management
New Hampshire
$374K +$6.62K +7 +2%
SIA
3281
SGL Investment Advisors
Montana
$373K +$4.03K +4 +1%
SFWA
3282
Summit Financial Wealth Advisors
Louisiana
$373K +$12.3K +13 +3%
SR
3283
Syntax Research
Florida
$371K – – –
DFP
3284
Defined Financial Planning
California
$370K +$87.8K +92 +31%
SCM
3285
Stonehearth Capital Management
Massachusetts
$370K – – –
SIA
3286
Summit Investment Advisors
Maryland
$368K – – –
MLFP
3287
MPS Loria Financial Planners
Illinois
$368K – – –
LW
3288
Libra Wealth
California
$367K – – –
HAG
3289
HF Advisory Group
Maryland
$367K +$945 +1 +0.3%
FOR
3290
Family Office Research
Maryland
$366K +$1.89K +2 +0.5%
TC
3291
Trust Company
Kansas
$365K -$111K -117 -23%
SLA
3292
Silver Lake Advisory
Utah
$364K +$945 +1 +0.3%
PFM
3293
Phillips Financial Management
Indiana
$364K +$70.1K +74 +24%
LIM
3294
Lathrop Investment Management
Arkansas
$363K – – –
ECM
3295
Elgethun Capital Management
South Dakota
$363K -$9.45K -10 -3%
KA
3296
Kure Advisory
Minnesota
$362K +$362K +383 New
BMD
3297
Better Money Decisions
New Mexico
$362K +$18.9K +20 +6%
SPWM
3298
Spartan Planning & Wealth Management
North Carolina
$362K -$427K -452 -54%
MF
3299
Montis Financial
Massachusetts
$362K – – –
CWMK
3300
Caliber Wealth Management (Kansas)
Kansas
$362K +$362K +382 New
130 131
132
133 134