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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 %
PCM
3551
Park Capital Management
Wisconsin
$251K +$19.9K +21 +9%
AI
3552
Arvest Investments
Arkansas
$251K
MC
3553
McCarthy & Cox
Ohio
$250K -$24.6K -26 -9%
JHC
3554
J. Hagan Capital
Kentucky
$250K +$250K +273 New
SHIM
3555
Stone House Investment Management
Pennsylvania
$250K +$250K +264 New
RS
3556
Rakuten Securities
Japan
$250K -$90.8K -96 -27%
AOG
3557
Alpha Omega Group
Virginia
$250K -$45.4K -48 -15%
WPW
3558
Watershed Private Wealth
Illinois
$249K
CIG
3559
Cullen Investment Group
Louisiana
$249K
Betterment LLC
3560
Betterment LLC
New York
$248K +$33.1K +35 +15%
EMFAT
3561
Emerald Mutual Fund Advisers Trust
Pennsylvania
$248K -$27.4K -29 -10%
PFA
3562
Pathway Financial Advisers
Indiana
$248K -$109K -115 -31%
CWA
3563
Crux Wealth Advisors
California
$247K
VR
3564
Valued Retirements
Texas
$247K +$247K +261 New
AC
3565
AWM Capital
Arizona
$247K
RFM
3566
Royal Fund Management
Florida
$247K -$8.51K -9 -3%
SMCM
3567
Sky-Mountain Capital Management
Idaho
$247K +$247K +261 New
NCG
3568
Newport Capital Group
New Jersey
$246K +$37.9K +40 +18%
T
3569
TOBAM
France
$245K -$123K -130 -33%
CFS
3570
Cannon Financial Strategists
Georgia
$245K
IAS
3571
IMA Advisory Services
Colorado
$245K
ICM
3572
Intrepid Capital Management
Florida
$244K
EFP
3573
EnRich Financial Partners
Wisconsin
$244K
ACM
3574
Andina Capital Management
Utah
$243K +$243K +257 New
LWM
3575
LeConte Wealth Management
Tennessee
$243K +$243K +257 New