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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 %
OC
3501
OxenFree Capital
Florida
$274K -$10.5K -11 -4%
MFGM
3502
Marshall Financial Group (Maryland)
Maryland
$274K +$18.9K +20 +7%
PA
3503
Planning Alternatives
Michigan
$273K +$273K +289 New
CWA
3504
Core Wealth Advisors
Florida
$272K +$272K +287 New
HP
3505
Holistic Planning
Texas
$270K +$25.5K +27 +10%
MSWM
3506
Mowery & Schoenfeld Wealth Management
Illinois
$270K +$946 +1 +0.4%
OFP
3507
OLIO Financial Planning
Virginia
$270K +$5.68K +6 +2%
KOMWMG
3508
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$269K +$269K +284 New
TFA
3509
TPG Financial Advisors
Oregon
$269K -$143K -151 -35%
RIM
3510
Rockbridge Investment Management
New York
$268K +$16.1K +17 +6%
OWCM
3511
One Wealth Capital Management
Arizona
$268K – – –
HWMG
3512
Hurlow Wealth Management Group
Indiana
$268K – – –
FBC
3513
Fairfield, Bush & Co
Connecticut
$267K -$14.2K -15 -5%
RIM
3514
Reliant Investment Management
Tennessee
$267K -$94.6K -100 -26%
OWMIAS
3515
One Wealth Management Investment & Advisory Services
Florida
$266K +$53.9K +57 +25%
PWMG
3516
Pinnacle Wealth Management Group
Michigan
$265K +$14.2K +15 +6%
SCP
3517
Stamos Capital Partners
California
$265K +$265K +280 New
TCM
3518
Triumph Capital Management
Colorado
$264K -$2.83K -3 -1%
DFG
3519
Dupree Financial Group
Kentucky
$263K -$2.84K -3 -1%
AG
3520
Advocate Group
Minnesota
$263K – – –
DAS
3521
DMKC Advisory Services
Iowa
$263K – – –
RWM
3522
Riverbend Wealth Management
South Carolina
$262K +$17K +18 +7%
FEG
3523
Financial Enhancement Group
Indiana
$262K +$262K +268 New
SFP
3524
SwitchPoint Financial Planning
Utah
$262K +$4.74K +5 +2%
PMG
3525
ProVise Management Group
Florida
$262K -$946 -1 -0.4%
139 140
141
142 143