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Costco
COST

Overview Fund Activity

3,889 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, 1,575 increasing their positions, 1,662 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,889
Holders Change
+7
Holders Change %
+0.18%
% of All Funds
52.83%
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
1,575
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 %
PWSG
3976
Pacific Wealth Strategies Group
California
– -$267K -291 Closed
OCM
3977
Objective Capital Management
Ohio
– -$258K -282 Closed
IPW
3978
Impact Partnership Wealth
Georgia
– -$258K -282 Closed
AWA
3979
Authentikos Wealth Advisory
California
– -$251K -274 Closed
CNTOF
3980
Canandaigua National Trust of Florida
New York
– -$244K -266 Closed
AC
3981
ASB Consultores
Florida
– -$238K -260 Closed
TVAMP
3982
Tennessee Valley Asset Management Partners
Tennessee
– -$228K -249 Closed
GFWA
3983
Grey Fox Wealth Advisors
Delaware
– -$227K -248 Closed
XT
3984
XTX Topco
Cayman Islands
– -$224K -245 Closed
IDA
3985
Intelligence Driven Advisers
California
– -$214K -234 Closed
AIM
3986
Athena Investment Management
California
– -$211K -230 Closed
BCM
3987
Bienville Capital Management
New York
– -$206K -225 Closed
AWA
3988
Aquire Wealth Advisors
Utah
– -$204K -223 Closed
VI
3989
VanderPol Investments
Michigan
– -$202K -220 Closed
ZIG
3990
Zuckerman Investment Group
Illinois
– -$207K -206 Closed
FG
3991
Fairman Group
Pennsylvania
– -$183K -200 Closed
MW
3992
Members Wealth
Pennsylvania
– -$209K -196 Closed
QL
3993
Quarry LP
New York
– -$168K -183 Closed
DRP
3994
Decker Retirement Planning
Utah
– -$152K -166 Closed
MB
3995
Mizuho Bank
Japan
– -$147K -160 Closed
MS
3996
Mizuho Securities
Japan
– -$138K -150 Closed
MRP
3997
Measured Risk Portfolios
California
– -$131K -143 Closed
FA
3998
Fedenia Advisers
Wisconsin
– -$110K -120 Closed
SIP
3999
Sellwood Investment Partners
Oregon
– -$91.6K -100 Closed
CI
4000
Cordant Inc
Oregon
– -$91.6K -100 Closed
157 158 159
160
161