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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 %
FFP
3701
Freedom Financial Partners
Minnesota
$206K +$206K +218 New
NCM
3702
Noesis Capital Mangement
Florida
$206K +$206K +217 New
IVP
3703
Intrinsic Value Partners
Arizona
$205K +$205K +217 New
PCM
3704
Prelude Capital Management
New York
$204K -$1.37M -1,452 -87%
GRA
3705
Golden Road Advisors
Florida
$203K -$3.78K -4 -2%
SWA
3706
SOA Wealth Advisors
New York
$203K +$201K +20,392 +10,847%
KBFS
3707
Kohmann Bosshard Financial Services
Ohio
$202K +$36.9K +39 +22%
CCT
3708
Chemung Canal Trust
New York
$202K -$68.1K -72 -25%
DCBT
3709
Dakota Community Bank & Trust
North Dakota
$202K – – –
GSF
3710
Grove Street Fiduciary
New Hampshire
$202K +$202K +214 New
MWML
3711
M Wealth Management LLC
California
$202K +$202K +214 New
OPOWM
3712
One Plus One Wealth Management
Florida
$201K -$189K -200 -48%
BSHC
3713
Breed's Hill Capital
Massachusetts
$201K +$201K +212 New
SDIC
3714
South Dakota Investment Council
South Dakota
$199K +$104K +110 +110%
BA
3715
Bellwether Advisors
Nebraska
$198K -$9.46K -10 -5%
EFMH
3716
E Fund Management (HK)
Hong Kong
$197K +$77.7K +82 +65%
PIS
3717
POM Investment Strategies
North Carolina
$195K – – –
PW
3718
Pandora Wealth
Illinois
$189K +$189K +200 New
RWM
3719
Rialto Wealth Management
New York
$184K +$5.68K +6 +3%
FC
3720
Family CFO
California
$180K – – –
VFIC
3721
Valley Forge Investment Consultants
Pennsylvania
$178K +$178K +188 New
VWA
3722
Valued Wealth Advisors
Utah
$175K -$12.3K -13 -7%
LAMC
3723
Longview Asset Management (California)
California
$174K – – –
NWMP
3724
Noble Wealth Management PBC
Colorado
$173K – – –
EIM
3725
Essex Investment Management
Massachusetts
$170K – – –
147 148
149
150 151