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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 %
AW
3776
Avion Wealth
Texas
$104K
CAC
3777
Core Alternative Capital
Georgia
$101K -$63.4K -67 -39%
VIS
3778
Vega Investment Solutions
France
$98.4K +$98.4K +104 New
MUAMU
3779
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$95K -$285K -300 -75%
NL
3780
NKCFO LLC
Illinois
$95K -$105K -110 -52%
BI
3781
Binnacle Investments
Iowa
$94.6K +$94.6K +100 New
PG
3782
Proffitt & Goodson
Tennessee
$93.6K
NC
3783
North Capital
Utah
$93.6K +$93.6K +99 New
POIA
3784
Pin Oak Investment Advisors
Texas
$93K
CRFG
3785
Columbia River Financial Group
Washington
$93K +$93K +98 New
WW
3786
Winnow Wealth
Texas
$92.1K +$3.76K +4 +4%
BGAI
3787
Bruce G. Allen Investments
Colorado
$90.8K
KTC
3788
Kentucky Trust Company
Kentucky
$85.1K
WCM
3789
WealthTrak Capital Management
Virginia
$82.3K +$13.2K +14 +19%
LC
3790
Lavaca Capital
Texas
$80.4K
CTB
3791
Country Trust Bank
Illinois
$79.4K -$1.89K -2 -2%
KPP
3792
Kings Path Partners
Texas
$79.4K
BIM
3793
Breakwater Investment Management
Washington
$76.6K
WAOTB
3794
Wealth Advisors of Tampa Bay
Florida
$76.6K +$76.6K +81 New
MIM
3795
Marshall Investment Management
Colorado
$74.7K
IHWM
3796
Iron Horse Wealth Management
Iowa
$73.8K -$8.51K -9 -10%
APW
3797
Atlantic Private Wealth
North Carolina
$70.9K
CC
3798
Centiva Capital
New York
$70.9K +$70.9K +75 New
PP
3799
Pingora Partners
Wyoming
$70K -$9.46K -10 -12%
CJH
3800
Christopher J. Hasenberg
Wisconsin
$69.7K