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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 %
WWM
3526
Waterway Wealth Management
Texas
$262K +$28.4K +30 +12%
PPWM
3527
PFG Private Wealth Management
Florida
$262K +$12.3K +13 +5%
GA
3528
GoalVest Advisory
New York
$262K +$50.1K +53 +24%
B
3529
BetterWealth
California
$262K -$8.51K -9 -3%
SCI
3530
Silver Coast Investments
United States
$261K +$261K +276 New
DLCIG
3531
D.L. Carlson Investment Group
New Hampshire
$261K -$946 -1 -0.4%
RWM
3532
Reston Wealth Management
Virginia
$258K +$7.57K +8 +3%
VWM
3533
Verus Wealth Management
Wisconsin
$258K +$14.2K +15 +6%
OAJ
3534
Ogorek Anthony Joseph
New York
$258K +$67.3K +71 +35%
WIA
3535
Wealthedge Investment Advisors
New York
$258K -$211K -223 -45%
TCFP
3536
Treasure Coast Financial Planning
Florida
$257K +$257K +272 New
FA
3537
FSA Advisors
Michigan
$255K +$255K +270 New
KHC
3538
Koesten Hirschmann & Crabtree
Kansas
$255K – – –
GCM
3539
Gables Capital Management
Florida
$254K – – –
MWA
3540
Merkkuri Wealth Advisors
New York
$254K -$38.7K -41 -13%
PP
3541
PFS Partners
New Jersey
$254K – – –
THL
3542
Tillman Hartley LLC
Colorado
$253K -$89.8K -95 -26%
MWA
3543
Monograph Wealth Advisors
California
$253K -$14.2K -15 -5%
PWA
3544
Provenance Wealth Advisors
Florida
$253K – – –
HFS
3545
Hughes Financial Services
Virginia
$252K +$4.77K +5 +2%
HIM
3546
Hanlon Investment Management
New Jersey
$252K -$35K -37 -12%
HCM
3547
HMS Capital Management
Tennessee
$251K -$63.6K -70 -20%
IP
3548
Isthmus Partners
Wisconsin
$251K -$94.6K -100 -27%
AFS
3549
Axiom Financial Strategies
Indiana
$251K -$2.84K -3 -1%
BWM
3550
Brown Wealth Management
Illinois
$251K +$12.3K +13 +5%
140 141
142
143 144