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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 %
BCM
3401
Beddow Capital Management
Wyoming
$312K – – –
SG
3402
Strid Group
Pennsylvania
$311K – – –
CWM
3403
C2C Wealth Management
Arizona
$311K – – –
CA
3404
CWC Advisors
Oregon
$311K +$311K +329 New
MHWM
3405
Montz Harcus Wealth Management
Louisiana
$311K – – –
VFPW
3406
Vantage Financial Partners (Wisconsin)
Wisconsin
$311K +$945 +1 +0.3%
SW
3407
Schulz Wealth
Texas
$310K -$1.89K -2 -0.6%
FF
3408
Friedenthal Financial
New Jersey
$310K +$39.8K +42 +15%
BWA
3409
BlueChip Wealth Advisors
Georgia
$309K +$7.57K +8 +3%
RAM
3410
Riggs Asset Management
Pennsylvania
$308K -$59.6K -63 -16%
MPAM
3411
Murphy Pohlad Asset Management
Minnesota
$308K – – –
JAA
3412
Joel Adams & Associates
North Carolina
$308K – – –
AWM
3413
Altus Wealth Management
Kentucky
$308K +$94.6K +100 +44%
SPWG
3414
Sage Private Wealth Group
Illinois
$308K +$2.84K +3 +0.9%
CWA
3415
CogentBlue Wealth Advisors
Tennessee
$308K +$308K +325 New
GIM
3416
Gold Investment Management
Alberta, Canada
$307K – – –
WCM
3417
Westend Capital Management
California
$307K – – –
PA
3418
Promethium Advisors
Maryland
$307K -$15.1K -16 -5%
JWWM
3419
Johnson & White Wealth Management
Pennsylvania
$307K – – –
1NWS
3420
1 North Wealth Services
Maryland
$306K – – –
NCTC
3421
New Covenant Trust Company
Indiana
$304K -$12.1K -13 -4%
OAM
3422
Oxford Asset Management
United Kingdom
$304K +$304K +321 New
WWM
3423
Wagner Wealth Management
South Carolina
$302K +$947 +1 +0.3%
NJBEST
3424
New Jersey Better Educational Savings Trust
New Jersey
$302K – – –
CWMA
3425
Capstone Wealth Management (Alabama)
Alabama
$301K +$7.57K +8 +3%
135 136
137
138 139