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Costco

3,922 hedge funds and large institutions have $301B invested in Costco in 2025 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 1,711 increasing their positions, 1,483 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,922
Holders Change
+33
Holders Change %
+0.85%
% of All Funds
52.59%
Holding in Top 10
319
Holding in Top 10 Change
-36
Holding in Top 10 Change %
-10.14%
% of All Funds
4.28%
New
208
Increased
1,711
Reduced
1,483
Closed
97
Calls
$6.82B
Puts
$9.1B
Net Calls
-$2.28B
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
3801
Luminist Capital
Michigan
$128K +$1.97K +2 +2%
PWM
3802
Proathlete Wealth Management
Florida
$127K
DFA
3803
DHJJ Financial Advisors
Illinois
$127K +$3.96K +4 +3%
EPAM
3804
Evelyn Partners Asset Management
$124K -$990 -1 -0.8%
VEA
3805
Virtus ETF Advisers
New York
$124K +$124K +125 New
NL
3806
NKCFO LLC
Illinois
$123K +$23.8K +24 +24%
HHGA
3807
Halbert Hargrove Global Advisors
California
$123K -$3.96K -4 -3%
MFT
3808
Moisand Fitzgerald Tamayo
Florida
$121K
CWA
3809
Carolina Wealth Advisors
South Carolina
$121K +$5.94K +6 +5%
PG
3810
Proffitt & Goodson
Tennessee
$121K +$22.8K +23 +23%
APW
3811
Acima Private Wealth
Virginia
$120K
C
3812
Covestor
United Kingdom
$116K -$8.92K -9 -7%
RFA
3813
Reyes Financial Architecture
California
$116K +$45.6K +46 +65%
MAS
3814
MPWM Advisory Solutions
Georgia
$113K -$13.8K -14 -11%
MFG
3815
Mendota Financial Group
Wisconsin
$112K
CIAM
3816
Caitong International Asset Management
Hong Kong
$110K +$110K +111 New
CAC
3817
Core Alternative Capital
Georgia
$106K
SRCM
3818
Signature Resources Capital Management
California
$100K +$57.5K +58 +135%
CJH
3819
Christopher J. Hasenberg
Wisconsin
$100K +$27.7K +28 +38%
MUAMU
3820
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$99K
BI
3821
Binnacle Investments
Iowa
$97K -$1.98K -2 -2%
GC
3822
GFG Capital
Florida
$96.1K +$96.1K +97 New
QWM
3823
Quaker Wealth Management
New Jersey
$96.1K +$96.1K +97 New
NC
3824
North Capital
Utah
$95K -$2.97K -3 -3%
BGAI
3825
Bruce G. Allen Investments
Colorado
$94K -$990 -1 -1%