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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 %
CA
376
Clearstead Advisors
Ohio
$47.7M -$182K -184 -0.4%
WP
377
Woodline Partners
California
$47.5M +$10.4M +10,491 +28%
RPGK
378
Retirement Planning Group (Kansas)
Kansas
$47.4M +$7.92K +8 +0%
MAM
379
Meeder Asset Management
Ohio
$47M -$984K -994 -2%
CBUSF
380
Construction & Building Unions Superannuation Fund
Australia
$46.9M -$1.98M -2,004 -4%
BIM
381
Bridges Investment Management
Nebraska
$46.7M -$223K -225 -0.5%
VCM
382
Violich Capital Management
California
$46.5M -$5.57M -5,629 -11%
AWM
383
Apollon Wealth Management
South Carolina
$46.5M +$1.65M +1,663 +4%
VRS
384
Virginia Retirement Systems
Virginia
$46.3M +$14.2M +14,300 +44%
Luther King Capital Management (LKCM)
385
Luther King Capital Management (LKCM)
Texas
$46.3M +$2.07M +2,093 +5%
TRSOTSOK
386
Teachers Retirement System of the State of Kentucky
Kentucky
$46.3M -$7.7M -7,781 -14%
JFL
387
Jarislowsky, Fraser Ltd
Quebec, Canada
$46.1M -$778K -786 -2%
PA
388
Parallel Advisors
California
$46.1M +$181K +183 +0.4%
MFIM
389
Mesirow Financial Investment Management
Illinois
$45M -$2.84M -2,866 -6%
MAM
390
Martingale Asset Management
Massachusetts
$44.8M +$3.01M +3,042 +7%
PCIA
391
Prime Capital Investment Advisors
Kansas
$44.4M -$11.3M -11,460 -20%
CPC
392
Cookson Peirce & Co
Pennsylvania
$44.1M -$859K -868 -2%
FT
393
Fiduciary Trust
Massachusetts
$43.6M +$434K +438 +1%
IIM
394
INTECH Investment Management
Florida
$43.6M +$2M +2,025 +5%
CAM
395
Cresset Asset Management
Illinois
$43.4M +$4.97M +5,021 +13%
MFAM
396
Motley Fool Asset Management
Virginia
$42.7M +$3.47M +3,507 +9%
NAM
397
NorthCrest Asset Manangement
Minnesota
$42.7M -$44.4K -45 -0.1%
TIA
398
Tandem Investment Advisors
South Carolina
$42.5M +$61.4K +62 +0.1%
TMAM
399
Tokio Marine Asset Management
Japan
$42.4M -$10.1M -10,187 -19%
BWFA
400
Baltimore-Washington Financial Advisors
Maryland
$42.4M +$1.54M +1,557 +4%