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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 %
PK
3476
Pflug Koory
Nebraska
$282K
WFPG
3477
Waller Financial Planning Group
Ohio
$281K +$281K +297 New
RB
3478
Rodgers Brothers
Pennsylvania
$281K -$80.4K -85 -22%
BSAM
3479
Blue Square Asset Management
New York
$281K
STB
3480
S&T Bank
Pennsylvania
$281K +$9.46K +10 +3%
JFA
3481
JNBA Financial Advisors
Minnesota
$281K +$14.2K +15 +5%
ICM
3482
Innovator Capital Management
Illinois
$281K +$33.1K +35 +13%
WLIM
3483
White Lighthouse Investment Management
Massachusetts
$280K -$17K -18 -6%
MAM
3484
Mullooly Asset Management
New Jersey
$280K +$280K +296 New
HIGP
3485
Hill Investment Group Partners
Missouri
$280K -$144K -152 -34%
RW
3486
REDW Wealth
New Mexico
$280K
SC
3487
Stephens Consulting
Michigan
$279K +$56.7K +60 +26%
FF
3488
Farnam Financial
Arizona
$279K +$279K +295 New
RW
3489
Regimen Wealth
Georgia
$278K +$7.57K +8 +3%
SLT
3490
St Louis Trust
Missouri
$277K +$277K +293 New
SPP
3491
Single Point Partners
Massachusetts
$277K +$4.73K +5 +2%
SF
3492
Seros Financial
Arizona
$276K -$103K -109 -27%
SFG
3493
Sterling Financial Group
California
$276K
WA
3494
WPG Advisers
Maryland
$276K -$14.2K -15 -5%
O3W
3495
Omni 360 Wealth
New Jersey
$276K -$32.1K -34 -10%
CA
3496
Carson Advisory
Georgia
$276K -$36K -38 -12%
SWP
3497
Summit Wealth Partners
Florida
$275K -$9.46K -10 -3%
GKFF
3498
George Kaiser Family Foundation
Oklahoma
$275K +$275K +291 New
MCM
3499
Moore Capital Management
New York
$274K -$945K -999 -78%
BRM
3500
Boston Research & Management
Massachusetts
$274K