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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 %
DI
3326
DDFG Inc
California
$343K +$11.4K +12 +3%
HG
3327
Harbor Group
New Hampshire
$343K -$47.3K -50 -12%
RWM
3328
Revisor Wealth Management
Ohio
$343K +$343K +362 New
CMA
3329
Cedar Mountain Advisors
Oregon
$341K -$2.84K -3 -0.8%
JFG
3330
JMG Financial Group
Illinois
$341K +$341K +360 New
BTWM
3331
Baker Tilly Wealth Management
Wisconsin
$340K +$53K +56 +18%
LA
3332
Lynch & Associates
Indiana
$340K
TCOK
3333
Trust Company of Kansas
Kansas
$340K -$3.69M -3,905 -92%
SC
3334
Sawyer & Company
Massachusetts
$340K -$264K -280 -44%
UBV
3335
United Bank (Virginia)
Virginia
$339K -$116K -123 -26%
BWMG
3336
Barnes Wealth Management Group
California
$338K +$1.89K +2 +0.6%
PWM
3337
Penobscot Wealth Management
Maine
$335K -$2.84K -3 -0.8%
AWM
3338
Avondale Wealth Management
Texas
$335K +$19.9K +21 +6%
CSA
3339
Cottage Street Advisors
Massachusetts
$334K +$21.8K +23 +7%
SFS
3340
Summit Financial Strategies
Ohio
$334K
BBPWM
3341
Blue Bell Private Wealth Management
Pennsylvania
$334K +$30.3K +32 +10%
FPWM
3342
FSB Premier Wealth Management
Iowa
$333K -$947 -1 -0.3%
DF
3343
Define Financial
California
$333K +$9.62K +10 +3%
MPM
3344
MBB Public Markets
Illinois
$333K +$333K +352 New
RIS
3345
Richmond Investment Services
Wisconsin
$333K
CIA
3346
Cascade Investment Advisors
Oregon
$332K
FDW
3347
Fourth Dimension Wealth
Ohio
$331K +$87.8K +93 +36%
PSCM
3348
Per Stirling Capital Management
Texas
$331K
BAM
3349
BOCHK Asset Management
Hong Kong
$331K -$10.7M -11,350 -97%
CWIG
3350
Chung Wu Investment Group
Texas
$331K