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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 %
SIA
3626
Spectrum Investment Advisors
Wisconsin
$230K -$28.3K -30 -11%
TIM
3627
Total Investment Management
Arizona
$230K -$80.3K -85 -26%
ECAM
3628
East Coast Asset Management
Massachusetts
$229K – – –
HP
3629
Haven Private
Florida
$229K +$229K +242 New
RCYC
3630
Richard C. Young & Co
Rhode Island
$228K – – –
FPB
3631
First PREMIER Bank
South Dakota
$228K – – –
MGAM
3632
McGowan Group Asset Management
Texas
$228K +$18.9K +20 +9%
OWA
3633
One Wealth Advisors
California
$228K -$37.8K -40 -14%
DFA
3634
DHK Financial Advisors
New Hampshire
$228K – – –
GWA
3635
Genesis Wealth Advisors
Massachusetts
$227K – – –
GC
3636
Giverny Capital
Quebec, Canada
$227K – – –
OWA
3637
Outlook Wealth Advisors
Texas
$227K +$1.89K +2 +0.8%
PWM
3638
Parkshore Wealth Management
California
$227K – – –
MAWCM
3639
Mine & Arao Wealth Creation & Management
California
$226K – – –
CWI
3640
Conscious Wealth Investments
Florida
$226K – – –
SC
3641
Seldon Capital
California
$225K – – –
MAM
3642
Mystic Asset Management
Rhode Island
$225K – – –
BWG
3643
Berry Wealth Group
Texas
$225K +$225K +238 New
OCG
3644
Opus Capital Group
Ohio
$225K – – –
IA
3645
Inspire Advisors
Idaho
$225K -$14.2K -15 -6%
HIF
3646
Hill Island Financial
Michigan
$225K -$15.2K -16 -6%
PGWM
3647
Pitti Group Wealth Management
New York
$224K +$224K +237 New
WCM
3648
Wedge Capital Management
North Carolina
$224K -$4.73K -5 -2%
CWP
3649
Corepath Wealth Partners
Arizona
$223K +$978 +1 +0.4%
PCMC
3650
Paragon Capital Management (Colorado)
Colorado
$223K -$2.84K -3 -1%
144 145
146
147 148