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Costco

3,943 hedge funds and large institutions have $301B invested in Costco in 2025 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 1,715 increasing their positions, 1,495 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 3,8943,943 (+49)

10% less funds holding in top 10

Funds holding in top 10: 355321 (-34)

25% less call options, than puts

Call options by funds: $6.82B | Put options by funds: $9.1B

Holders
3,943
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
321
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.82B
Puts
$9.1B
Net Calls
Net Calls Change

Top Buyers

1 +$704M
2 +$645M
3 +$401M
4
Invesco
Invesco
Georgia
+$380M
5
Squarepoint
Squarepoint
New York
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Shelton Capital Management
Colorado
$60.7M
TI
327
Trexquant Investment
Connecticut
$60.6M
FLPIM
328
F.L. Putnam Investment Management
Massachusetts
$60.5M
NYLIM
329
New York Life Investment Management
New York
$59.7M
SMDAM
330
Sumitomo Mitsui DS Asset Management
Japan
$59.4M
IMC Chicago
331
IMC Chicago
Illinois
$58.4M
ClearBridge Investments
332
ClearBridge Investments
New York
$58.3M
AF
333
Allworth Financial
California
$58.2M
RPI
334
Railway Pension Investments
United Kingdom
$58M
CS
335
Cannell & Spears
New York
$57.8M
NFGCM
336
Norman Fields Gottscho Capital Management
New York
$57.6M
YCM
337
Yousif Capital Management
Michigan
$57.5M
VMPIC
338
Varma Mutual Pension Insurance Co
Finland
$57.4M
AAMU
339
AEGON Asset Management (UK)
United Kingdom
$55.9M
JF
340
Jump Financial
Illinois
$55.8M
HCMG
341
Howard Capital Management Group
California
$55.8M
EAM
342
EULAV Asset Management
Florida
$55.5M
AssetMark Inc
343
AssetMark Inc
California
$55.5M
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$55.2M
HAM
345
Hyperion Asset Management
Australia
$55.2M
ACM
346
Aljian Capital Management
Nevada
$55M
DWM
347
Dakota Wealth Management
Florida
$54.4M
GC
348
Guardian Capital
Ontario, Canada
$53.8M
Citadel Advisors
349
Citadel Advisors
Florida
$53.3M
PI
350
PineBridge Investments
New York
$52.4M