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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 %
BC
3826
Barrett & Company
Rhode Island
$40.7K – – –
HIW
3827
Holos Integrated Wealth
Pennsylvania
$40.7K -$27.4K -29 -40%
SC
3828
Steph & Co
Wisconsin
$40.7K +$2.84K +3 +8%
WFA
3829
West Financial Advisors
Iowa
$38.8K – – –
RL
3830
Rogco LP
Oklahoma
$38.8K – – –
SA
3831
SRH Advisors
Kansas
$37.8K – – –
AFS
3832
Anderson Financial Strategies
Ohio
$37.8K +$34K +36 +900%
CWM
3833
CarsonAllaria Wealth Management
Illinois
$37.1K – – –
CF
3834
Collier Financial
Colorado
$35.9K – – –
HCA
3835
Heck Capital Advisors
Wisconsin
$31.2K – – –
DPW
3836
DiNuzzo Private Wealth
Pennsylvania
$29.3K -$946 -1 -3%
CMBA
3837
C.M. Bidwell & Associates
Hawaii
$28.4K -$359K -380 -93%
SIM
3838
Studio Investment Management
Illinois
$27.4K – – –
SGC
3839
Slocum, Gordon & Co
Rhode Island
$26.5K – – –
EA
3840
Evolution Advisers
Virginia
$26K -$7.43K -8 -22%
FS
3841
Financially Speaking
Colorado
$24.6K -$166K -176 -87%
NRWA
3842
North Ridge Wealth Advisors
Oregon
$23.6K -$23.6K -25 -50%
BSC
3843
Brown Shipley & Co
United Kingdom
$23.6K -$9.46K -10 -29%
FFA
3844
Frazier Financial Advisors
Ohio
$23.6K – – –
EPW
3845
Evergreen Private Wealth
Colorado
$23.6K – – –
GIS
3846
Grayhawk Investment Strategies
Alberta, Canada
$22.7K – – –
MFA
3847
McClarren Financial Advisors
Pennsylvania
$22K +$21.7K +1,886 +8,200%
RA
3848
Resolute Advisors
California
$21.8K -$374K -395 -94%
MFC
3849
Mechanics Financial Corp
Ohio
$19.9K – – –
RJA
3850
Ross\Johnson & Associates
Minnesota
$19.9K +$19.9K +21 New
152 153
154
155 156