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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 %
FCFC
3351
First Citizens Financial Corp
Iowa
$331K
TWM
3352
Topsail Wealth Management
North Carolina
$331K +$72.8K +77 +28%
PD
3353
Planning Directions
Pennsylvania
$330K +$38.8K +41 +13%
PW
3354
PUREfi Wealth
Massachusetts
$330K -$24.6K -26 -7%
FC
3355
Financial Council
Maryland
$330K
SF
3356
Seek First
California
$330K +$330K +349 New
TCM
3357
Towercrest Capital Management
Pennsylvania
$329K
AA
3358
Addison Advisors
Vermont
$329K +$12.3K +13 +4%
WTFG
3359
Wells Trecaso Financial Group
Ohio
$329K -$19.9K -21 -6%
RK
3360
Rather & Kittrell
Tennessee
$329K -$18K -19 -5%
RRA
3361
Round Rock Advisors
Connecticut
$329K -$165K -175 -33%
SC
3362
Soundwatch Capital
Connecticut
$328K -$25.5K -27 -7%
RL
3363
Retireful LLC
Michigan
$328K +$328K +353 New
CCT
3364
Capital City Trust
Florida
$326K -$28.4K -30 -8%
BWM
3365
Birchcreek Wealth Management
Ohio
$326K -$27.4K -29 -8%
GCM
3366
G2 Capital Management
Ohio
$326K +$326K +344 New
AWMG
3367
Alliance Wealth Management Group
New Jersey
$326K
SPI
3368
Sutton Place Investors
New York
$325K +$45.4K +48 +16%
SM
3369
Sensible Money
Arizona
$324K
LA
3370
Latitude Advisors
Florida
$323K +$9.47K +10 +3%
GC
3371
Gilbert & Cook
Iowa
$323K -$54.9K -58 -15%
LIA
3372
Lynx Investment Advisory
District of Columbia
$323K
TA
3373
TKG Advisors
Indiana
$323K +$3.78K +4 +1%
AWP
3374
Atlas Wealth Partners
Pennsylvania
$322K
CWA
3375
Cornerstone Wealth Advisors
Minnesota
$322K