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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 %
NWWA
3951
New Wave Wealth Advisors
Arkansas
– -$625K -682 Closed
NCFG
3952
New Century Financial Group
New Jersey
– -$623K -680 Closed
PIAS
3953
PCA Investment Advisory Services
Ohio
– -$621K -678 Closed
EP
3954
Essential Planning
New Hampshire
– -$589K -634 Closed
IF
3955
IRON Financial
Illinois
– -$570K -622 Closed
XC
3956
XY Capital
Hong Kong
– -$473K -516 Closed
CP
3957
Castleview Partners
Texas
– -$435K -478 Closed
EFP
3958
Elser Financial Planning
Indiana
– -$422K -461 Closed
BAS
3959
Breakthru Advisory Services
Wisconsin
– -$395K -431 Closed
FIC
3960
Family Investment Center
Missouri
– -$390K -425 Closed
VCM
3961
Voleon Capital Management
California
– -$388K -423 Closed
IDBONY
3962
Israel Discount Bank of New York
New York
– -$375K -409 Closed
TI
3963
tru Independence
Oregon
– -$370K -404 Closed
B
3964
Barings
North Carolina
– -$347K -379 Closed
TLFA
3965
True Link Financial Advisors
California
– -$347K -379 Closed
XPN
3966
XY Planning Network
Montana
– -$338K -368 Closed
PCM
3967
Peirce Capital Management
Texas
– -$332K -362 Closed
BWM
3968
Bosman Wealth Management
California
– -$323K -352 Closed
EWA
3969
Evolution Wealth Advisors
Florida
– -$299K -326 Closed
AIP
3970
Almanack Investment Partners
Pennsylvania
– -$298K -325 Closed
GJCM
3971
Grand Jean Capital Management
California
– -$298K -325 Closed
NCM
3972
Next Capital Management
New York
– -$297K -324 Closed
BAM
3973
Blueshift Asset Management
New Jersey
– -$297K -324 Closed
BBWP
3974
Beacon Bridge Wealth Partners
Pennsylvania
– -$282K -307 Closed
WFS
3975
Walker Financial Services
Kentucky
– -$279K -304 Closed
157 158
159
160 161