COST icon

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 %
GWM
3676
GK Wealth Management
Nevada
$214K +$214K +226 New
GSAM
3677
Grant Street Asset Management
Pennsylvania
$214K – – –
NFTC
3678
North Forty Two & Co
Oregon
$214K -$9.46K -10 -4%
PFG
3679
Prospect Financial Group
Virginia
$214K +$214K +226 New
OR
3680
Olympiad Research
Connecticut
$214K +$214K +226 New
OPTFSNA
3681
Old Point Trust & Financial Services N A
Virginia
$213K – – –
MWA
3682
Martel Wealth Advisors
Washington
$212K -$78.5K -83 -27%
DSN
3683
D. Scott Neal
Kentucky
$212K – – –
FC
3684
Fairscale Capital
New Hampshire
$212K +$48.2K +51 +29%
AA
3685
AJ Advisors
Tennessee
$212K +$212K +224 New
LC
3686
LCNB Corp
Ohio
$211K -$23.6K -25 -10%
PVM
3687
Palogic Value Management
Texas
$211K – – –
PPA
3688
Painted Porch Advisors
California
$211K +$2.84K +3 +1%
LPFG
3689
Landing Point Financial Group
Ohio
$210K -$9.46K -10 -4%
S
3690
SharpePoint
Arizona
$209K +$209K +211 New
CIM
3691
Confluence Investment Management
Missouri
$209K -$24.6K -26 -11%
AIM
3692
AMI Investment Management
Indiana
$208K -$18.9K -20 -8%
WWM
3693
Westwood Wealth Management
California
$208K – – –
OFS
3694
Oldfather Financial Services
Nebraska
$207K -$6.63K -7 -3%
FF
3695
Francis Financial
$207K +$207K +219 New
PF
3696
Parker Financial
Washington
$207K +$207K +219 New
AWP
3697
Avid Wealth Partners
Texas
$207K +$207K +219 New
TF
3698
Tandem Financial
Colorado
$206K -$1.89K -2 -0.9%
LGWM
3699
Litman Gregory Wealth Management
California
$206K – – –
CHA
3700
Cooper/Haims Advisors
New York
$206K -$18.9K -20 -8%
146 147
148
149 150