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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 %
GFPC
3451
Global Financial Private Client
Florida
$290K +$16.1K +17 +6%
MF
3452
Manuka Financial
Virginia
$290K +$23.7K +25 +9%
WI
3453
WBI Investments
New Jersey
$289K +$289K +306 New
CMP
3454
Coston McIsaac & Partners
Maine
$289K
MAG
3455
MRA Advisory Group
New Jersey
$289K -$126K -133 -30%
HWMC
3456
Heritage Wealth Management (California)
California
$288K
SGWM
3457
Sterling Group Wealth Management
California
$288K
GKIM
3458
GW&K Investment Management
Massachusetts
$287K +$6.63K +7 +2%
DI
3459
Disciplined Investments
Oklahoma
$286K +$286K +303 New
CA
3460
CSM Advisors
Pennsylvania
$286K
SFG
3461
Sunburst Financial Group
Alabama
$285K +$8.51K +9 +3%
AWMNH
3462
Arcadia Wealth Management (New Hampshire)
New Hampshire
$285K +$285K +301 New
PGA
3463
Portland Global Advisors
Maine
$285K -$120K -127 -30%
BC
3464
Bowman & Company
Wisconsin
$284K +$945 +1 +0.3%
DWM
3465
David Wealth Management
Virginia
$284K
ALC
3466
Alexander Labrunerie & Co
Missouri
$284K -$44.5K -47 -14%
BRWM
3467
Blue Rock Wealth Management
North Carolina
$284K
BDWCC
3468
B&D White Capital Company
Texas
$284K +$5.68K +6 +2%
FWA
3469
FORM Wealth Advisors
Wisconsin
$284K +$284K +300 New
WP
3470
Wealthspan Partners
Iowa
$284K +$13.2K +14 +5%
CWM
3471
Cherrydale Wealth Management
New Jersey
$282K -$55.9K -59 -17%
VCM
3472
Verde Capital Management
Michigan
$282K -$827K -874 -75%
HWM
3473
Horizon Wealth Management
Illinois
$282K +$28.4K +30 +11%
PW
3474
Potentia Wealth
California
$282K -$9.46K -10 -3%
LJHT
3475
Laurie J. Hall Trustee
$282K -$75.7K -80 -21%