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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 %
HIS
3601
Horizon Investment Services
Indiana
$236K -$946 -1 -0.4%
WIM
3602
Wittenberg Investment Management
Massachusetts
$236K -$70.9K -75 -23%
PCM
3603
Perkins Capital Management
Minnesota
$236K
IMA
3604
Investment Management Associates
Colorado
$236K
TC
3605
Tairen Capital
Hong Kong
$236K +$236K +250 New
FVCM
3606
F&V Capital Management
Florida
$236K +$236K +250 New
HFP
3607
Holistic Financial Partners
Indiana
$236K +$20.8K +22 +10%
KFS
3608
Kelly Financial Services
Massachusetts
$235K
HF
3609
Holcombe Financial
Georgia
$235K -$20.8K -22 -8%
W
3610
Wealthquest
Ohio
$235K -$97.5K -103 -29%
ONSWM
3611
Old North State Wealth Management
North Carolina
$234K +$234K +245 New
AWC
3612
Adamsbrown Wealth Consultants
Kansas
$234K +$234K +247 New
BOC
3613
Blue Oak Capital
California
$234K -$47.3K -50 -17%
WDC
3614
Woodward Diversified Capital
California
$234K +$13.2K +14 +6%
AAM
3615
Austin Asset Management
Texas
$233K +$233K +247 New
CPP
3616
Capasso Planning Partners
South Carolina
$233K
SRA
3617
Secured Retirement Advisors
Minnesota
$233K -$2.4M -2,539 -91%
DBIA
3618
Dumont & Blake Investment Advisors
New Jersey
$233K
LFGO
3619
Legacy Financial Group (Oklahoma)
Oklahoma
$232K -$3.78K -4 -2%
MIM
3620
Manitou Investment Management
Ontario, Canada
$232K +$118K +125 +104%
WA
3621
Whipplewood Advisors
Colorado
$231K +$73.9K +115 +47%
AA
3622
Alesco Advisors
New York
$231K
FH
3623
FWG Holdings
Florida
$230K -$183K -185 -44%
CCM
3624
Crew Capital Management
Ohio
$230K +$16.1K +17 +8%
GWAM
3625
Guardian Wealth Advisors (Minnesota)
Minnesota
$230K