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Costco

3,922 hedge funds and large institutions have $301B invested in Costco in 2025 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 1,711 increasing their positions, 1,483 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,922
Holders Change
+33
Holders Change %
+0.85%
% of All Funds
52.6%
Holding in Top 10
319
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-10.14%
% of All Funds
4.28%
New
208
Increased
1,711
Reduced
1,483
Closed
97
Calls
$6.82B
Puts
$9.1B
Net Calls
-$2.28B
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
326
Shelton Capital Management
Colorado
$60.7M +$1.56M +1,580 +3%
TI
327
Trexquant Investment
Connecticut
$60.6M +$60.6M +61,183 New
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$60.5M -$27.7K -28 -0%
NYLIM
329
New York Life Investment Management
New York
$59.7M +$962K +972 +2%
SMDAM
330
Sumitomo Mitsui DS Asset Management
Japan
$59.4M +$2.25M +2,273 +4%
IMC Chicago
331
IMC Chicago
Illinois
$58.4M +$58.4M +58,972 New
ClearBridge Investments
332
ClearBridge Investments
New York
$58.3M -$3.16M -3,190 -5%
AF
333
Allworth Financial
California
$58.2M +$5.29M +5,342 +10%
RPI
334
Railway Pension Investments
United Kingdom
$58M -$4.45M -4,500 -7%
CS
335
Cannell & Spears
New York
$57.8M -$224K -226 -0.4%
NFGCM
336
Norman Fields Gottscho Capital Management
New York
$57.6M -$266K -269 -0.5%
YCM
337
Yousif Capital Management
Michigan
$57.5M -$640K -646 -1%
VMPIC
338
Varma Mutual Pension Insurance Co
Finland
$57.4M
AAMU
339
AEGON Asset Management (UK)
United Kingdom
$55.9M -$18.3M -18,452 -25%
JF
340
Jump Financial
Illinois
$55.8M +$55.4M +55,930 +12,740%
HCMG
341
Howard Capital Management Group
California
$55.8M -$759K -767 -1%
EAM
342
EULAV Asset Management
Florida
$55.5M -$990K -1,000 -2%
AssetMark Inc
343
AssetMark Inc
California
$55.5M +$8.78M +8,873 +19%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$55.2M -$495K -500 -0.9%
HAM
345
Hyperion Asset Management
Australia
$55.2M +$6.32M +6,383 +13%
ACM
346
Aljian Capital Management
Nevada
$55M -$1.07M -1,084 -2%
DWM
347
Dakota Wealth Management
Florida
$54.4M -$1.17M -1,181 -2%
GC
348
Guardian Capital
Ontario, Canada
$53.8M +$1.23M +1,246 +2%
Citadel Advisors
349
Citadel Advisors
Florida
$53.3M -$468M -472,383 -90%
PI
350
PineBridge Investments
New York
$52.4M +$2.57M +2,593 +5%