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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 %
RI
3751
Ridgewood Investments
New Jersey
$140K +$2.84K +3 +2%
FGAM
3752
Financial Gravity Asset Management
Texas
$139K +$139K +147 New
NIM
3753
Nexus Investment Management
Ontario, Canada
$136K +$136K +100 New
PWMG
3754
Private Wealth Management Group
New Jersey
$136K -$4.71K -5 -3%
CWM
3755
Cedar Wealth Management
California
$135K – – –
RCM
3756
Richardson Capital Management
Wisconsin
$134K – – –
VWA
3757
VSM Wealth Advisory
Maryland
$127K – – –
CCM
3758
Cutler Capital Management
Massachusetts
$125K +$125K +132 New
PA
3759
PSI Advisors
Florida
$124K -$7.57K -8 -6%
NECFA
3760
New England Capital Financial Advisors
Connecticut
$123K – – –
LC
3761
Luminist Capital
Michigan
$122K +$10.5K +11 +9%
PWM
3762
Proathlete Wealth Management
Florida
$121K +$121K +127 New
HHGA
3763
Halbert Hargrove Global Advisors
California
$121K +$16.1K +17 +15%
MAS
3764
MPWM Advisory Solutions
Georgia
$121K – – –
C
3765
Covestor
United Kingdom
$119K +$8.5K +9 +8%
EPAM
3766
Evelyn Partners Asset Management
$118K +$118K +126 New
RAM
3767
Ramirez Asset Management
New York
$118K -$23.6K -25 -17%
DFA
3768
DHJJ Financial Advisors
Illinois
$117K +$22.7K +24 +24%
MFT
3769
Moisand Fitzgerald Tamayo
Florida
$115K – – –
APW
3770
Acima Private Wealth
Virginia
$114K – – –
CWA
3771
Carolina Wealth Advisors
South Carolina
$110K -$50.1K -53 -31%
OA
3772
Operose Advisors
Wisconsin
$109K +$8.51K +9 +8%
MFG
3773
Mendota Financial Group
Wisconsin
$107K -$9.46K -10 -8%
CWM
3774
Cranbrook Wealth Management
Michigan
$106K – – –
SWIM
3775
Smallwood Wealth Investment Management
New Jersey
$105K +$105K +111 New
149 150
151
152 153