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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 %
AAF
501
Andra AP-fonden
Sweden
$26.8M -$301K -318 -1%
AA
502
Auxano Advisors
Washington
$26.7M -$180K -190 -0.7%
TAM
503
Taurus Asset Management
New York
$26.7M -$255K -270 -0.9%
DAC
504
Dividend Assets Capital
South Carolina
$26.6M -$2.8M -2,960 -10%
LIP
505
Liontrust Investment Partners
United Kingdom
$26.6M -$1.29M -1,360 -5%
Vontobel Holding
506
Vontobel Holding
Switzerland
$26.3M +$4.82M +5,092 +22%
PFS
507
Prospera Financial Services
Texas
$26.3M +$538K +569 +2%
SF
508
Summit Financial
New Jersey
$26.2M -$243K -257 -0.9%
Twin Tree Management
509
Twin Tree Management
Texas
$26.1M -$37.7M -39,817 -59%
LWM
510
Lyell Wealth Management
California
$26M +$287K +303 +1%
CFG
511
Citizens Financial Group
Rhode Island
$25.7M +$1.12M +1,189 +5%
Envestnet Portfolio Solutions
512
Envestnet Portfolio Solutions
Illinois
$25.6M -$5.45M -5,758 -18%
LRPA
513
L. Roy Papp & Associates
Arizona
$25.6M -$1.35M -1,429 -5%
HIMCH
514
Hartford Investment Management Co (HIMCO)
Connecticut
$25.6M -$290K -307 -1%
BTCPP
515
Border to Coast Pensions Partnership
United Kingdom
$25.6M -$2.14M -2,264 -8%
OAC
516
OMERS Administration Corp
Ontario, Canada
$25.4M +$556K +588 +2%
HWM
517
HB Wealth Management
Georgia
$25.4M +$5.99M +6,336 +31%
NPPM
518
North Point Portfolio Managers
Ohio
$25.3M -$3.06M -3,236 -11%
FSCM
519
Front Street Capital Management
Montana
$25.3M -$6.12M -6,472 -19%
BCM
520
Becker Capital Management
Oregon
$25.2M -$6.62K -7 -0%
MC
521
Middleton & Co
Massachusetts
$25M -$948K -1,002 -4%
CGH
522
Crossmark Global Holdings
Texas
$24.9M +$3.29M +3,479 +15%
UM
523
UniSuper Management
Australia
$24.6M +$1.61M +1,700 +7%
SC
524
SouthState Corp
Florida
$24.5M +$1.13M +1,193 +5%
JC
525
Jacobs & Co
California
$24.5M -$295K -312 -1%
19 20
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