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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 %
SPAS
3376
Spectrum Planning & Advisory Services
California
$322K
GDP
3377
Great Diamond Partners
Maine
$322K -$5.68K -6 -2%
MIM
3378
Martin Investment Management
Florida
$321K -$45.4K -48 -12%
SSC
3379
Syverson Strege & Co
Iowa
$320K +$13.2K +14 +4%
RCM
3380
Raleigh Capital Management
North Carolina
$320K -$109K -115 -25%
AWM
3381
Activest Wealth Management
Florida
$320K +$167K +177 +110%
NIWA
3382
New Insight Wealth Advisors
California
$319K +$39.7K +42 +14%
CWM
3383
Cahill Wealth Management
Michigan
$319K +$18.9K +20 +6%
UOTTAIMCU
3384
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$319K -$44.5K -47 -12%
WMA
3385
West Michigan Advisors
Michigan
$319K -$27.4K -29 -8%
MPCA
3386
Madison Park Capital Advisors
Washington
$319K +$2.84K +3 +0.9%
WSFG
3387
Wall Street Financial Group
Illinois
$319K +$42.6K +45 +15%
CCA
3388
Cora Capital Advisors
New Jersey
$318K -$946 -1 -0.3%
GWM
3389
GoalFusion Wealth Management
Texas
$318K
FDDB
3390
Fidelity D&D Bancorp
Pennsylvania
$316K
CFFP
3391
Center for Financial Planning
Michigan
$316K +$5.68K +6 +2%
T
3392
Transce3nd
Texas
$315K -$100K -106 -24%
FFBTD
3393
First Financial Bank - Trust Division
Ohio
$315K -$18K -19 -5%
NFG
3394
Northeast Financial Group
Pennsylvania
$314K +$946 +1 +0.3%
ACM
3395
Armbruster Capital Management
New York
$313K -$32.2K -34 -9%
AIFS
3396
A&I Financial Services
Colorado
$313K
KWA
3397
Kondo Wealth Advisors
California
$313K +$5.69K +6 +2%
EPW
3398
Endeavor Private Wealth
Kansas
$313K +$278K +294 +817%
MKA
3399
M. Kulyk & Associates
Georgia
$312K +$67.2K +71 +27%
GC
3400
Gould Capital
Washington
$312K +$70.9K +75 +29%