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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 %
MG
426
Markel Group
Virginia
$37M – – –
CAM
427
Cresset Asset Management
Illinois
$36.7M -$3.87M -4,089 -10%
BWP
428
Baldwin Wealth Partners
Massachusetts
$36.6M +$84.2K +89 +0.2%
SF
429
Synovus Financial
Georgia
$36.4M +$676K +715 +2%
TC
430
TwinBeech Capital
New York
$36.3M +$35.6M +37,672 +5,548%
AHC
431
Adell Harriman & Carpenter
Texas
$36.2M +$361K +382 +1%
OPERF
432
Oregon Public Employees Retirement Fund
Oregon
$36.1M +$224K +237 +0.6%
WP
433
Woodline Partners
California
$35.5M +$10.3M +10,894 +41%
TA
434
TruWealth Advisors
Louisiana
$35.4M +$641K +678 +2%
PA
435
Pinnacle Associates
New York
$35.2M -$518K -548 -1%
LC
436
Lincoln Capital
Nebraska
$34.9M -$609K -622 -2%
BHIA
437
Birch Hill Investment Advisors
Massachusetts
$34.7M -$2.28M -2,407 -6%
CAMG
438
CWA Asset Management Group
Florida
$34.6M -$617K -652 -2%
CF
439
Clarity Financial
Texas
$34.4M +$1.44M +1,523 +4%
FGP
440
Freestone Grove Partners
California
$33.6M +$33.6M +35,556 New
MSU
441
Mizuho Securities USA
New York
$33.6M -$6.1M -6,450 -15%
NRS
442
Neville Rodie & Shaw
New York
$33.6M -$618K -653 -2%
BHWM
443
Bar Harbor Wealth Management
New Hampshire
$33.5M -$698K -738 -2%
BPA
444
Beacon Pointe Advisors
California
$33.4M -$3.89M -4,117 -10%
IAA
445
Independent Advisor Alliance
North Carolina
$33.1M -$143K -151 -0.4%
SWM
446
Spire Wealth Management
Virginia
$33M +$439K +464 +1%
ECM
447
Estabrook Capital Management
New York
$32.9M -$2.62M -2,775 -7%
SAM
448
Silvercrest Asset Management
New York
$32.8M +$1.17M +1,234 +4%
SIMG
449
Sonora Investment Management Group
Arizona
$32.7M +$71.9K +76 +0.2%
BWP
450
Barlow Wealth Partners
Kentucky
$32.7M +$213K +218 +0.7%
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