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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 %
WA
3301
Wealthstar Advisors
Texas
$361K +$2.83K +3 +0.8%
IA
3302
IMZ Advisory
Florida
$360K +$360K +380 New
CAM
3303
Capco Asset Management
Florida
$359K
RIS
3304
Retirement Income Solutions
Michigan
$359K
MFA
3305
Morling Financial Advisors
California
$359K +$359K +380 New
AGP
3306
Aspire Growth Partners
Florida
$359K +$19.1K +19 +6%
OWM
3307
OneAscent Wealth Management
Alabama
$358K -$242K -256 -40%
T
3308
Tidemark
California
$358K +$6.63K +7 +2%
BF
3309
Brogan Financial
Tennessee
$358K
AIA
3310
Acute Investment Advisory
Arizona
$357K -$28.4K -30 -7%
EMC
3311
Everest Management Corp
California
$356K -$35K -37 -9%
IWP
3312
IAG Wealth Partners
Wisconsin
$355K +$1.89K +2 +0.5%
FS
3313
Ferguson Shapiro
Georgia
$354K -$4.73K -5 -1%
JHCP
3314
Jackson Hole Capital Partners
Oklahoma
$353K
LCC
3315
Lincoln Capital Corp
Rhode Island
$350K -$39.7K -42 -10%
NWA
3316
Navis Wealth Advisors
New York
$349K
YCG
3317
Yeomans Consulting Group
Georgia
$348K -$143K -151 -29%
NPFS
3318
Novak & Powell Financial Services
Florida
$347K +$945 +1 +0.3%
GWSA
3319
Global Wealth Strategies & Associates
Colorado
$346K +$71K +75 +26%
HC
3320
Hourglass Capital
Texas
$346K +$37.8K +40 +12%
DPI
3321
Diversified Portfolios Inc
Michigan
$345K -$9.46K -10 -3%
LIA
3322
LifePlan Investment Advisors
North Carolina
$345K -$31.2K -33 -8%
WAM
3323
WNY Asset Management
New York
$345K +$32.1K +34 +10%
IP
3324
Intellectus Partners
California
$345K
PS
3325
Pinney & Scofield
Massachusetts
$344K