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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 %
FW
3851
Fairway Wealth
Ohio
$19.5K -$7.42K -8 -28%
CW
3852
Cooksen Wealth
Texas
$18.3K +$18.3K +25 New
MAFA
3853
MJT & Associates Financial Advisory
Minnesota
$18K +$18K +19 New
IA
3854
IFS Advisors
Kansas
$18K – – –
MDA
3855
Minot DeBlois Advisors
Massachusetts
$17.7K – – –
1IA
3856
1620 Investment Advisors
Massachusetts
$17.6K -$10.2K -11 -37%
FFL
3857
Financial Freedom LLC
Ohio
$16.4K – – –
PCM
3858
Perritt Capital Management
Illinois
$15.2K +$7.58K +8 +100%
WA
3859
WestEnd Advisors
North Carolina
$15.1K +$10.4K +11 +220%
HC
3860
Hurley Capital
New York
$14.4K – – –
KSWA
3861
Kathleen S. Wright Associates
Pennsylvania
$14.2K – – –
RWA
3862
Redmont Wealth Advisors
Illinois
$14.2K +$14.2K +15 New
PWA
3863
Principia Wealth Advisory
Texas
$13.5K +$3.86K +4 +40%
IMC
3864
Investment Management Corporation
Virginia
$12.7K -$13.7K -14 -52%
DMIC
3865
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.3K -$47.3K -50 -79%
LIM
3866
Longfellow Investment Management
Massachusetts
$12.3K – – –
APF
3867
Alaska Permanent Fund
Alaska
$11.9K – – –
CI
3868
Clal Insurance
Israel
$11K +$9.17K +10 +500%
MDCM
3869
Morgan Dempsey Capital Management
Wisconsin
$10.4K – – –
PS
3870
PayPay Securities
Japan
$10.3K -$1.03K -1 -9%
PMIM
3871
Prudent Man Investment Management
Colorado
$10.1K – – –
KFP
3872
Keener Financial Planning
Texas
$10K – – –
LAM
3873
Lummis Asset Management
Texas
$9.46K – – –
TCM
3874
TD Capital Management
Tennessee
$6.8K – – –
PA
3875
Pineridge Advisors
Missouri
$5.68K -$7.57K -8 -57%
153 154
155
156 157