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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 %
MAM
476
Madison Asset Management
Wisconsin
$29.3M -$2.45M -2,588 -8%
ACI
477
Alpha Cubed Investments
California
$29.2M +$2.34M +2,472 +9%
WorldQuant Millennium Advisors
478
WorldQuant Millennium Advisors
New York
$29.1M -$100M -105,766 -77%
Nordea Investment Management
479
Nordea Investment Management
Sweden
$29.1M +$720K +767 +3%
PNC
480
Park National Corp
Ohio
$29M -$2.19M -2,314 -7%
ACA
481
Aptus Capital Advisors
Alabama
$28.9M +$3.82M +4,044 +15%
CG
482
Caprock Group
Idaho
$28.9M +$3.36M +3,551 +13%
BFIM
483
Beese Fulmer Investment Management
Ohio
$28.7M -$413K -437 -1%
KRS
484
Kentucky Retirement Systems
Kentucky
$28.6M -$174K -184 -0.6%
EWM
485
Empirical Wealth Management
Washington
$28.6M -$908K -960 -3%
SCA
486
Snowden Capital Advisors
New York
$28.2M +$3.88M +4,101 +16%
BCI
487
Brinker Capital Investments
Pennsylvania
$28M +$3.75M +3,969 +16%
OPS
488
Orion Portfolio Solutions
Nebraska
$28M +$3.75M +3,969 +16%
PP
489
Prudential plc
United Kingdom
$27.9M -$1.7M -1,793 -6%
CGPCS
490
Capital Group Private Client Services
California
$27.8M -$1.02M -1,080 -4%
CA
491
Cornerstone Advisors
North Carolina
$27.8M – – –
FMI
492
Factory Mutual Insurance
Massachusetts
$27.6M – – –
AAM
493
Advisors Asset Management
Colorado
$27.6M +$2.36M +2,493 +9%
PAG
494
Private Advisory Group
Washington
$27.6M +$1.87M +1,981 +7%
JRP
495
Jasper Ridge Partners
California
$27.4M – – –
WAM
496
Weatherly Asset Management
California
$27.2M -$113K -119 -0.4%
BA
497
Bristlecone Advisors
Washington
$27.1M +$1.18M +1,248 +5%
WT
498
Washington Trust
Rhode Island
$27.1M -$1.44M -1,518 -5%
GLA
499
Great Lakes Advisors
Illinois
$27M -$7.77M -8,217 -22%
ACIM
500
Azimuth Capital Investment Management
Michigan
$26.9M -$237K -251 -0.9%
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