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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 %
JFG
3651
JDM Financial Group
Texas
$222K +$58.6K +62 +36%
AWAU
3652
Alliance Wealth Advisors (Utah)
Utah
$222K +$222K +235 New
WA
3653
Waddell & Associates
Tennessee
$222K -$8.5K -9 -4%
TI
3654
TrueMark Investments
Illinois
$221K -$2.65M -2,798 -92%
WAS
3655
Wealth Advisory Solutions
Indiana
$221K -$193K -204 -47%
IWP
3656
Insight Wealth Partners
Texas
$221K -$43.5K -46 -16%
PA
3657
Probity Advisors
Texas
$221K +$221K +234 New
SG
3658
Stanich Group
New York
$221K
KCP
3659
Kera Capital Partners
California
$220K +$220K +233 New
CNBOF
3660
City National Bank of Florida
Florida
$219K +$219K +232 New
FWM
3661
FMB Wealth Management
California
$218K
BCWM
3662
Ball & Co Wealth Management
Tennessee
$218K -$62.3K -66 -22%
BWA
3663
Bestgate Wealth Advisors
Maryland
$218K -$23.7K -25 -10%
VPWA
3664
Vestia Personal Wealth Advisors
Indiana
$218K -$2.84K -3 -1%
EARNEST Partners
3665
EARNEST Partners
Georgia
$218K
FGWP
3666
Founders Grove Wealth Partners
Virginia
$218K +$946 +1 +0.4%
MCA
3667
Midwest Capital Advisors
Michigan
$217K
LFS
3668
Legacy Financial Strategies
Kansas
$217K -$1.89K -2 -0.9%
Winslow Capital Management
3669
Winslow Capital Management
Minnesota
$217K -$481K -509 -69%
RCM
3670
Requisite Capital Management
Texas
$217K -$262K -277 -55%
CWM
3671
Cabot Wealth Management
Massachusetts
$217K -$28.4K -30 -12%
TLA
3672
Tanglewood Legacy Advisors
Texas
$217K
HFO
3673
Heritage Family Offices
Arizona
$217K
Q1WB
3674
Quest 10 Wealth Builders
Virginia
$215K -$47.2K -50 -18%
HAC
3675
Harbor Advisory Corp
New Hampshire
$215K -$43.5K -46 -17%