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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 %
AAS
401
Avantax Advisory Services
Texas
$42.4M -$3.11M -3,141 -7%
YIA
402
YHB Investment Advisors
Connecticut
$42M -$697K -704 -2%
CF
403
Covea Finance
France
$41.8M -$742K -750 -2%
CCM
404
Chilton Capital Management
Texas
$41.7M +$420K +424 +1%
FDCP
405
Foster Dykema Cabot & Partners
Massachusetts
$41.5M -$191K -193 -0.5%
MIF
406
Mediolanum International Funds
Ireland
$41.3M +$15.9M +16,160 +63%
EMPI
407
Elo Mutual Pension Insurance
Finland
$40.9M +$977K +987 +2%
ACM
408
Advisors Capital Management
New Jersey
$40.7M +$1.19M +1,205 +3%
B
409
Bailard
California
$40.6M +$822K +830 +2%
UAM
410
UAS Asset Management
New York
$40.5M -$2.5M -2,528 -6%
CI
411
Capital International
California
$40M +$985K +995 +3%
TW
412
Trajan Wealth
Arizona
$39.8M -$973K -983 -2%
Kovitz Investment Group Partners
413
Kovitz Investment Group Partners
Illinois
$39.8M +$19M +19,181 +91%
MIM
414
Marco Investment Management
Georgia
$39.8M -$124K -125 -0.3%
HCMT
415
Highland Capital Management (Tennessee)
Tennessee
$39.7M +$99K +100 +0.2%
ZIM
416
Zacks Investment Management
Illinois
$39.4M +$553K +559 +1%
RC
417
Randolph Company
Ohio
$39.3M +$283K +286 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
418
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$38.9M +$22.8M +23,045 +142%
MG
419
Markel Group
Virginia
$38.8M
CC
420
Cadinha & Co
Hawaii
$38.6M -$191K -193 -0.5%
FCH
421
Freestone Capital Holdings
Washington
$38.5M -$535K -540 -1%
SAM
422
Shell Asset Management
Netherlands
$38.4M +$7M +7,076 +22%
BWP
423
Baldwin Wealth Partners
Massachusetts
$37.9M -$364K -368 -1%
OPERF
424
Oregon Public Employees Retirement Fund
Oregon
$37.9M +$57.4K +58 +0.2%
AHC
425
Adell Harriman & Carpenter
Texas
$37.8M -$66.3K -67 -0.2%