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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 %
BC
3876
Bulwark Capital
Florida
$24.7K +$24.7K +25 New
SHM
3877
Sagard Holdings Management
Ontario, Canada
$23.8K +$23.8K +24 New
PWA
3878
Principia Wealth Advisory
Texas
$22.8K +$8.91K +9 +64%
MFC
3879
Mechanics Financial Corp
Ohio
$20.8K
FW
3880
Fairway Wealth
Ohio
$20.4K
CW
3881
Cooksen Wealth
Texas
$19.8K -$4.95K -5 -20%
DRP
3882
Decker Retirement Planning
Utah
$19.8K +$19.8K +20 New
VT
3883
Volterra Technologies
New York
$19.8K +$19.8K +20 New
MAFA
3884
MJT & Associates Financial Advisory
Minnesota
$18.8K
IA
3885
IFS Advisors
Kansas
$18.8K
MDA
3886
Minot DeBlois Advisors
Massachusetts
$18.5K
1IA
3887
1620 Investment Advisors
Massachusetts
$17.4K -$2.05K -2 -11%
FFL
3888
Financial Freedom LLC
Ohio
$17.2K
PCM
3889
Perritt Capital Management
Illinois
$15.9K
WA
3890
WestEnd Advisors
North Carolina
$15.8K
HC
3891
Hurley Capital
New York
$15.1K
KSWA
3892
Kathleen S. Wright Associates
Pennsylvania
$14.8K
BHWM
3893
Bay Harbor Wealth Management
Maryland
$14.8K +$9.9K +10 +200%
LIM
3894
Longfellow Investment Management
Massachusetts
$12.9K
TCM
3895
Traub Capital Management
Massachusetts
$12.9K +$12.9K +13 New
CI
3896
Clal Insurance
Israel
$12K
MDCM
3897
Morgan Dempsey Capital Management
Wisconsin
$10.9K
PMIM
3898
Prudent Man Investment Management
Colorado
$10.1K
KFP
3899
Keener Financial Planning
Texas
$10K
LAM
3900
Lummis Asset Management
Texas
$9.9K