COST icon

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 %
RFA
3801
Reyes Financial Architecture
California
$67.3K -$1.15M -1,218 -94%
BDPWM
3802
Barnes Dennig Private Wealth Management
Ohio
$64.3K +$64.3K +68 New
CAWM
3803
Capital A Wealth Management
Pennsylvania
$63.4K +$3.78K +4 +6%
RWS
3804
Retirement Wealth Solutions
Wisconsin
$61.7K +$5.7K +6 +10%
BTC
3805
Bank & Trust Company
Illinois
$61.5K +$10.4K +11 +20%
SVWA
3806
Sarver Vrooman Wealth Advisors
Missouri
$61.5K +$61.5K +65 New
LWA
3807
Lowe Wealth Advisors
Maryland
$60.5K -$22.7K -24 -27%
RA
3808
Ransom Advisory
Rhode Island
$60.5K +$60.5K +64 New
ZRP
3809
Zynergy Retirement Planning
New Jersey
$56.8K – – –
YAL
3810
Your Advocates Ltd
Texas
$55.8K – – –
AP
3811
Aspect Partners
Virginia
$53K +$10.4K +11 +24%
CIR
3812
Clear Investment Research
Georgia
$52.2K – – –
SWC
3813
Spectrum Wealth Counsel
Indiana
$51.1K -$30.3K -32 -37%
KWM
3814
Kiker Wealth Management
Georgia
$49.1K +$49.1K +52 New
MBFW
3815
Morton Brown Family Wealth
Pennsylvania
$48.6K +$5.72K +6 +13%
EI
3816
eCIO Inc
Wisconsin
$48.2K +$48.2K +51 New
SC
3817
Swan Capital
Florida
$47.3K – – –
WOC
3818
West Oak Capital
California
$45.6K -$4.65K -492 -9%
SFA
3819
Semmax Financial Advisors
North Carolina
$45.6K +$3.04K +3 +7%
WAM
3820
Wolverine Asset Management
Illinois
$45.4K -$89.8K -95 -66%
RWM
3821
Ruedi Wealth Management
Illinois
$44.6K – – –
FWA
3822
FSC Wealth Advisors
New York
$43.5K +$946 +1 +2%
PCA
3823
PMV Capital Advisers
Texas
$42.6K – – –
SIM
3824
Synergy Investment Management
Florida
$41.6K +$9.46K +10 +29%
SRCM
3825
Signature Resources Capital Management
California
$40.9K – – –
151 152
153
154 155