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Costco
COST

Overview Fund Activity

3,924 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, 1,485 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,924
Holders Change
+34
Holders Change %
+0.87%
% of All Funds
52.61%
Holding in Top 10
320
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-9.86%
% of All Funds
4.29%
New
208
Increased
1,711
Reduced
1,485
Closed
97
Calls
$6.82B
Puts
$9.1B
Net Calls
-$2.28B
Net Calls Change
+$111M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$704M
2
BlackRock
BlackRock
New York
+$645M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$401M
4
Invesco
Invesco
Georgia
+$380M
5
Squarepoint
Squarepoint
New York
+$290M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$1.03B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$728M
3
Citadel Advisors
Citadel Advisors
Florida
-$468M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$374M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$374M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.84B -$138M -139,095 -7%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$1.69B +$1.72M +1,741 +0.1%
Ameriprise
28
Ameriprise
Minnesota
$1.54B +$10.6M +10,703 +0.7%
American Century Companies
29
American Century Companies
Missouri
$1.48B +$180M +181,616 +14%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.47B -$120M -121,255 -8%
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.33B +$90.1M +91,000 +7%
Raymond James Financial
32
Raymond James Financial
Florida
$1.32B +$779K +787 +0.1%
Barclays
33
Barclays
United Kingdom
$1.31B -$149M -150,779 -10%
Deutsche Bank
34
Deutsche Bank
Germany
$1.27B -$198M -200,498 -13%
Principal Financial Group
35
Principal Financial Group
Iowa
$1.19B +$24.1M +24,305 +2%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$1.09B +$21.9M +22,096 +2%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$1.08B -$36.7M -37,048 -3%
LPL Financial
38
LPL Financial
California
$1.06B +$96M +97,002 +10%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$1.06B +$20.7M +20,890 +2%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.01B -$221M -223,689 -18%
National Pension Service
41
National Pension Service
South Korea
$961M +$108M +109,390 +13%
Franklin Resources
42
Franklin Resources
California
$952M +$21.5M +21,695 +2%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$929M -$38.6K -39 -0%
Mitsubishi UFJ Asset Management
44
Mitsubishi UFJ Asset Management
Japan
$908M +$58.3M +58,875 +7%
Capital Research Global Investors
45
Capital Research Global Investors
California
$889M -$564K -570 -0.1%
Bessemer Group
46
Bessemer Group
New Jersey
$876M +$7.89M +7,973 +0.9%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$855M -$20.3M -20,541 -2%
Corient Private Wealth
48
Corient Private Wealth
Florida
$837M -$374M -378,875 -31%
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$818M -$374M -377,557 -31%
EHC
50
Everett Harris & Co
California
$783M -$55.5M -56,029 -7%
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