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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 %
MAM
376
Meeder Asset Management
Ohio
$45.9M +$982K +1,038 +2%
CA
377
Clearstead Advisors
Ohio
$45.7M +$1.44M +1,521 +3%
CP
378
Cumberland Partners
Ontario, Canada
$45.7M +$707K +748 +2%
MFIM
379
Mesirow Financial Investment Management
Illinois
$45.7M +$2.18M +2,307 +5%
SCTC
380
Sanibel Captiva Trust Company
Florida
$45.5M +$295K +312 +0.7%
RPGK
381
Retirement Planning Group (Kansas)
Kansas
$45.3M +$13.8M +14,588 +44%
JFL
382
Jarislowsky, Fraser Ltd
Quebec, Canada
$44.8M -$3.2M -3,382 -7%
BIM
383
Bridges Investment Management
Nebraska
$44.8M +$73.8K +78 +0.2%
JSSH
384
J. Safra Sarasin Holding
$44.6M +$2.87M +3,042 +7%
AssetMark Inc
385
AssetMark Inc
California
$44.6M +$4.58M +4,846 +11%
PA
386
Parallel Advisors
California
$43.9M -$234K -247 -0.5%
AAS
387
Avantax Advisory Services
Texas
$43.4M +$3.38M +3,574 +8%
TAF
388
Tredje AP-fonden
Sweden
$43.3M -$39.1M -41,297 -47%
CPC
389
Cookson Peirce & Co
Pennsylvania
$42.9M -$648K -685 -1%
AWM
390
Apollon Wealth Management
South Carolina
$42.8M +$10.6M +11,171 +33%
IMRF
391
Illinois Municipal Retirement Fund
Illinois
$42.8M -$800K -846 -2%
Rafferty Asset Management
392
Rafferty Asset Management
New York
$42.5M -$7.03M -7,438 -14%
AWS
393
Atria Wealth Solutions
New York
$42.4M -$5.6M -5,921 -12%
Luther King Capital Management (LKCM)
394
Luther King Capital Management (LKCM)
Texas
$42.2M +$3.3M +3,484 +8%
AAIS
395
ABN AMRO Investment Solutions
$41.8M -$15.2M -16,078 -27%
FT
396
Fiduciary Trust
Massachusetts
$41.3M +$406K +429 +1%
Credit Agricole
397
Credit Agricole
France
$41.2M -$13.2M -13,939 -24%
UAM
398
UAS Asset Management
New York
$41.1M +$5.43M +5,740 +15%
NAM
399
NorthCrest Asset Manangement
Minnesota
$40.9M -$32.2K -34 -0.1%
Nomura Holdings
400
Nomura Holdings
Japan
$40.9M -$7.05M -7,452 -15%
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