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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 %
ML
3426
Mayport LLC
Massachusetts
$301K +$301K +318 New
TLCM
3427
Twin Lakes Capital Management
California
$301K -$378K -400 -56%
SFS
3428
Sharp Financial Services
Pennsylvania
$301K +$946 +1 +0.3%
TWA
3429
Talisman Wealth Advisors
New Jersey
$301K +$946 +1 +0.3%
KWM
3430
Koa Wealth Management
California
$301K -$9.45K -10 -3%
QP
3431
Quartz Partners
New York
$300K +$23.7K +25 +9%
MS
3432
Madden Securities
Texas
$300K – – –
AV
3433
Aspiring Ventures
Ohio
$300K +$300K +297 New
CCA
3434
Conservest Capital Advisors
Pennsylvania
$299K +$11.4K +12 +4%
BFS
3435
Burr Financial Services
California
$299K – – –
TCM
3436
TruNorth Capital Management
Michigan
$299K +$127K +134 +74%
BAG
3437
Bridgewealth Advisory Group
California
$297K -$569K -601 -66%
MIM
3438
Meixler Investment Management
Arizona
$297K -$25.6K -27 -8%
SAM
3439
Smithbridge Asset Management
Pennsylvania
$297K +$297K +314 New
AWM
3440
Accredited Wealth Management
Kentucky
$297K -$16.1K -17 -5%
VFP
3441
Verus Financial Partners
Virginia
$296K -$34.2K -35 -10%
BFAG
3442
Blackston Financial Advisory Group
Florida
$296K +$82.3K +87 +38%
SDJVC
3443
St. Denis J. Villere & Co
Louisiana
$295K – – –
FFG
3444
Fiduciary Financial Group
California
$294K -$8.68K -9 -3%
STA
3445
Smith Thornton Advisors
Alabama
$293K +$15.1K +16 +5%
SF
3446
SWP Financial
California
$292K – – –
QP
3447
Quilter Plc
United Kingdom
$292K – – –
AAM
3448
Ameraudi Asset Management
New York
$292K – – –
FA
3449
Financial Avengers
California
$290K – – –
PCA
3450
Providence Capital Advisors
North Carolina
$290K – – –
136 137
138
139 140