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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
52.6%
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 %
HHMI
3826
Howard Hughes Medical Institute
Maryland
$94K +$94K +95 New
POIA
3827
Pin Oak Investment Advisors
Texas
$94K -$68.6K -73 -42%
KTC
3828
Kentucky Trust Company
Kentucky
$89.1K
LC
3829
Lavaca Capital
Texas
$84.1K
KPP
3830
Kings Path Partners
Texas
$83.2K
BIM
3831
Breakwater Investment Management
Washington
$80.2K
IHWM
3832
Iron Horse Wealth Management
Iowa
$76.2K -$990 -1 -1%
CIR
3833
Clear Investment Research
Georgia
$75.5K +$20.9K +21 +38%
APW
3834
Atlantic Private Wealth
North Carolina
$74.2K
RWS
3835
Retirement Wealth Solutions
Wisconsin
$70.5K +$5.96K +6 +9%
OBWP
3836
O'Brien Wealth Partners
Massachusetts
$70.3K +$70.3K +71 New
EPW
3837
Evergreen Private Wealth
Colorado
$67.3K +$42.6K +43 +172%
SVWA
3838
Sarver Vrooman Wealth Advisors
Missouri
$64.3K
KG
3839
Kilter Group
New York
$63.4K +$63.4K +64 New
RA
3840
Ransom Advisory
Rhode Island
$63.4K
LWA
3841
Lowe Wealth Advisors
Maryland
$63.4K
PP
3842
Pingora Partners
Wyoming
$61.4K -$11.9K -12 -16%
BTC
3843
Bank & Trust Company
Illinois
$59.4K -$4.95K -5 -8%
SC
3844
Swan Capital
Florida
$54.4K +$4.95K +5 +10%
AP
3845
Aspect Partners
Virginia
$54.4K -$990 -1 -2%
VIS
3846
Vega Investment Solutions
France
$52.5K -$50.5K -51 -49%
MBFW
3847
Morton Brown Family Wealth
Pennsylvania
$50.9K
WOC
3848
West Oak Capital
California
$50.3K +$2.53K +256 +5%
EWM
3849
Evolution Wealth Management
Florida
$49.9K +$49.9K +50 New
AIM
3850
Access Investment Management
Georgia
$49.5K +$49.5K +50 New