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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 %
KFS
3576
Keynote Financial Services
Connecticut
$242K -$9.46K -10 -4%
FCM
3577
Family Capital Management
Michigan
$242K +$26.5K +28 +12%
CPG
3578
Cornerstone Planning Group
New Jersey
$241K +$135K +138 +127%
COCM
3579
Charter Oak Capital Management
New Hampshire
$241K +$16.1K +17 +7%
AIM
3580
Advyzon Investment Management
Illinois
$241K +$241K +255 New
IWM
3581
IMG Wealth Management
Florida
$241K – – –
AF
3582
Aldebaran Financial
$241K – – –
CPCP
3583
Cedar Point Capital Partners
Iowa
$241K +$4.73K +5 +2%
CG
3584
Curat Global
New Hampshire
$241K +$241K +255 New
BWS
3585
Buck Wealth Strategies
Colorado
$241K -$12.3K -13 -5%
BWM
3586
Baron Wealth Management
Michigan
$240K -$3.79K -4 -2%
MWP
3587
Meriwether Wealth & Planning
Louisiana
$240K -$23.6K -25 -9%
SWM
3588
Stapp Wealth Management
Washington
$240K – – –
PWP
3589
Parkwoods Wealth Partners
New York
$240K +$20.8K +22 +9%
VCWA
3590
Vanguard Capital Wealth Advisors
Colorado
$239K -$82.3K -87 -26%
BA
3591
BIP Alliance
Georgia
$239K +$2.84K +3 +1%
WAG
3592
Wallace Advisory Group
California
$239K +$7.33K +8 +3%
BTWM
3593
Brass Tax Wealth Management
Ohio
$239K +$12.3K +13 +5%
OPWM
3594
Oxinas Partners Wealth Management
Indiana
$239K +$7.55K +8 +3%
DF
3595
Dunhill Financial
United Kingdom
$239K -$34.1K -36 -13%
IWP
3596
Innova Wealth Partners
Pennsylvania
$238K +$4.73K +5 +2%
WDL
3597
Well Done LLC
Michigan
$238K +$21.1K +23 +10%
AAS
3598
Asset Allocation Strategies
Michigan
$238K -$947 -1 -0.4%
HWM
3599
Hobbs Wealth Management
Indiana
$237K -$2.84K -3 -1%
NWA
3600
New World Advisors
Massachusetts
$237K +$945 +1 +0.4%
142 143
144
145 146