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Costco

3,943 hedge funds and large institutions have $301B invested in Costco in 2025 Q2 according to their latest regulatory filings, with 211 funds opening new positions, 1,715 increasing their positions, 1,495 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 3,8943,943 (+49)

10% less funds holding in top 10

Funds holding in top 10: 355321 (-34)

25% less call options, than puts

Call options by funds: $6.82B | Put options by funds: $9.1B

Holders
3,943
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
321
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.82B
Puts
$9.1B
Net Calls
Net Calls Change

Top Buyers

1 +$704M
2 +$645M
3 +$401M
4
Invesco
Invesco
Georgia
+$380M
5
Squarepoint
Squarepoint
New York
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
351
Candriam SCA
Luxembourg
$52.3M
Balyasny Asset Management
352
Balyasny Asset Management
Illinois
$52.2M
IPW
353
Invictus Private Wealth
Colorado
$52M
SWP
354
Stratos Wealth Partners
Ohio
$51.8M
Thrivent Financial for Lutherans
355
Thrivent Financial for Lutherans
Minnesota
$51.7M
PHAM
356
Pacific Heights Asset Management
California
$51.5M
PAI
357
Pittenger & Anderson Inc
Nebraska
$51.4M
AAIM
358
Asset Advisors Investment Management
Georgia
$51.2M
MOACM
359
Mutual of America Capital Management
New York
$51.1M
KWM
360
Kingsview Wealth Management
Oregon
$50.9M
SGAM
361
Smith Group Asset Management
Texas
$50.7M
CII
362
Capital International Inc
California
$50.7M
KFC
363
Klingenstein Fields & Co
New York
$50.7M
TCOV
364
Trust Company of Vermont
Vermont
$50.5M
BMSSC
365
B. Metzler seel. Sohn & Co
Germany
$50M
SYBT
366
Stock Yards Bank & Trust
Kentucky
$49.9M
CCMG
367
Clark Capital Management Group
Pennsylvania
$49.8M
MG
368
Marex Group
$49.8M
RCW
369
Rheos Capital Works
Japan
$49.5M
Rafferty Asset Management
370
Rafferty Asset Management
New York
$49.5M
IMRF
371
Illinois Municipal Retirement Fund
Illinois
$49.3M
CP
372
Cumberland Partners
Ontario, Canada
$48.6M
SCTC
373
Sanibel Captiva Trust Company
Florida
$48.3M
RWP
374
RWA Wealth Partners
Massachusetts
$48.3M
JSSH
375
J. Safra Sarasin Holding
$48.2M