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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 %
FWP
3726
Fiduciary Wealth Partners
Massachusetts
$170K +$170K +180 New
FNWA
3727
Financial Network Wealth Advisors
Utah
$169K +$71.9K +76 +74%
SCB
3728
Saudi Central Bank
Saudi Arabia
$166K +$166K +175 New
PSB
3729
Piscataqua Savings Bank
New Hampshire
$166K +$70.9K +75 +75%
ACM
3730
Aster Capital Management
United Arab Emirates
$165K -$1.07M -1,024 -87%
CWM
3731
Consultiva Wealth Management
Puerto Rico
$164K
CIAS
3732
CBIZ Investment Advisory Services
Ohio
$163K +$37.8K +40 +30%
RPA
3733
Redwood Park Advisors
California
$163K +$10.4K +11 +7%
SFG
3734
Stonebridge Financial Group
Pennsylvania
$159K -$240K -254 -60%
BAM
3735
Byrne Asset Management
New Jersey
$158K -$26.5K -28 -14%
WAG
3736
Wiser Advisor Group
Arizona
$155K +$13.2K +14 +9%
CTWM
3737
Cherry Tree Wealth Management
Minnesota
$155K
CIA
3738
Cape Investment Advisory
Georgia
$154K -$2.83K -3 -2%
GK
3739
Graney & King
New York
$153K +$12.3K +13 +9%
AEPWM
3740
Atlantic Edge Private Wealth Management
Florida
$153K +$14.2K +15 +10%
1L
3741
10Elms LLP
Oklahoma
$151K
ACM
3742
Adalta Capital Management
New York
$151K
NC
3743
NewSquare Capital
Pennsylvania
$151K +$117K +124 +354%
JGIA
3744
Jackson Grant Investment Advisers
Connecticut
$148K
IWM
3745
Inlight Wealth Management
Georgia
$147K +$147K +155 New
FWM
3746
Focused Wealth Management
New York
$145K +$145K +154 New
MIFH
3747
Migdal Insurance & Financial Holdings
Israel
$145K +$145K +153 New
BIA
3748
Bell Investment Advisors
California
$145K +$1.89K +2 +1%
TWD
3749
True Wealth Design
Ohio
$143K +$24.6K +26 +21%
JAM
3750
JCIC Asset Management
Ontario, Canada
$142K