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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 %
SF
426
Synovus Financial
Georgia
$37.7M -$438K -442 -1%
TA
427
TruWealth Advisors
Louisiana
$37.5M +$511K +516 +1%
PA
428
Profund Advisors
Maryland
$37.4M +$4.3M +4,340 +13%
MIH
429
Meitav Investment House
Israel
$37.1M +$14.5M +14,645 +64%
BBVA
430
Banco Bilbao Vizcaya Argentaria
Spain
$36.5M -$3.16M -3,195 -8%
PA
431
Pinnacle Associates
New York
$36.5M -$405K -409 -1%
DP
432
Dearborn Partners
Illinois
$36.3M +$2.39M +2,416 +7%
BPA
433
Beacon Pointe Advisors
California
$35.9M +$932K +941 +3%
BHIA
434
Birch Hill Investment Advisors
Massachusetts
$35.3M -$986K -996 -3%
AAS
435
Annex Advisory Services
Wisconsin
$35.2M +$3.05M +3,083 +9%
CAMG
436
CWA Asset Management Group
Florida
$35.1M -$1.14M -1,152 -3%
LC
437
Lincoln Capital
Nebraska
$35M -$197K -199 -0.6%
HFM
438
Harvest Fund Management
China
$35M -$3.96M -4,003 -10%
EH
439
Equitable Holdings
New York
$35M +$3.72M +3,761 +12%
NRS
440
Neville Rodie & Shaw
New York
$35M -$163K -165 -0.5%
SAM
441
Silvercrest Asset Management
New York
$34.8M +$430K +434 +1%
CIC
442
Carnegie Investment Counsel
Ohio
$34.8M -$68.3K -69 -0.2%
BHWM
443
Bar Harbor Wealth Management
New Hampshire
$34.6M -$480K -485 -1%
AUB
444
Atlantic Union Bankshares
Virginia
$34.4M +$26.7M +26,967 +346%
AWM
445
AE Wealth Management
Kansas
$34.3M +$2.34M +2,366 +7%
GAI
446
General American Investors
New York
$34.2M
SIMG
447
Sonora Investment Management Group
Arizona
$34M -$280K -283 -0.8%
ECM
448
Estabrook Capital Management
New York
$33.9M -$483K -488 -1%
ACA
449
Aptus Capital Advisors
Alabama
$33.6M +$3.26M +3,291 +11%
KJWM
450
Kiley Juergens Wealth Management
Washington
$33.3M -$56.4K -57 -0.2%