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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 %
SAS
3851
Spurstone Advisory Services
Connecticut
$47.5K +$47.5K +48 New
PCA
3852
PMV Capital Advisers
Texas
$44.5K
SFA
3853
Semmax Financial Advisors
North Carolina
$44.4K
BC
3854
Barrett & Company
Rhode Island
$42.6K
FFA
3855
Frazier Financial Advisors
Ohio
$42.6K +$17.8K +18 +72%
HIW
3856
Holos Integrated Wealth
Pennsylvania
$42.2K
FCG
3857
Financial Connections Group
California
$42K +$38.1K +39 +975%
SC
3858
Steph & Co
Wisconsin
$41.6K -$990 -1 -2%
RL
3859
Rogco LP
Oklahoma
$40.6K
WFA
3860
West Financial Advisors
Iowa
$40.6K
YAL
3861
Your Advocates Ltd
Texas
$39.6K -$18.8K -19 -32%
SA
3862
SRH Advisors
Kansas
$39.6K
CWM
3863
CarsonAllaria Wealth Management
Illinois
$38.9K
PCM
3864
Penserra Capital Management
California
$38K -$722K -741 -95%
WCM
3865
WealthTrak Capital Management
Virginia
$32.7K -$53.5K -54 -62%
T
3866
Transce3nd
Texas
$32.7K -$297K -300 -90%
DPW
3867
DiNuzzo Private Wealth
Pennsylvania
$30.7K
LFASL
3868
Lugano Financial Advisors SA (LFA)
Switzerland
$30.6K +$30.6K +31 New
CMBA
3869
C.M. Bidwell & Associates
Hawaii
$29.7K
BPAMU
3870
BTG Pactual Asset Management US
New York
$29.7K +$29.7K +30 New
SGC
3871
Slocum, Gordon & Co
Rhode Island
$27.7K
EA
3872
Evolution Advisers
Virginia
$27K
KWM
3873
Kiker Wealth Management
Georgia
$26.6K -$24.7K -25 -48%
NRWA
3874
North Ridge Wealth Advisors
Oregon
$24.7K
BSC
3875
Brown Shipley & Co
United Kingdom
$24.7K