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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 %
DP
526
DDD Partners
Washington
$24.4M -$319K -337 -1%
ASN
527
Advisory Services Network
Georgia
$24.4M -$2.5M -2,642 -9%
KLWA
528
Kelly Lawrence W & Associates
California
$24.2M -$52K -55 -0.2%
GIBU
529
Gulf International Bank (UK)
United Kingdom
$24.1M -$8.62M -9,117 -26%
JEST
530
JTC Employer Solutions Trustee
Jersey
$24.1M – – –
HTIM
531
Harbour Trust & Investment Management
Indiana
$24.1M +$172K +182 +0.7%
ZAM
532
Zevin Asset Management
Massachusetts
$24M -$4.96M -5,246 -17%
MIF
533
Mediolanum International Funds
Ireland
$24M -$3.71M -3,994 -13%
DWP
534
Daymark Wealth Partners
Ohio
$23.9M +$70K +74 +0.3%
GI
535
Gradient Investments
Minnesota
$23.9M +$3.69M +3,903 +18%
BBA
536
BLB&B Advisors
Pennsylvania
$23.9M -$46.3K -49 -0.2%
GWM
537
Geneos Wealth Management
Colorado
$23.8M +$14.3M +15,130 +150%
PP
538
Patten & Patten
Tennessee
$23.8M -$470K -497 -2%
AAM
539
AMI Asset Management
California
$23.8M -$1.1M -1,161 -4%
FWCM
540
Ferguson Wellman Capital Management
Oregon
$23.7M +$199K +210 +0.8%
CTA
541
Colonial Trust Advisors
South Carolina
$23.7M +$41.6K +44 +0.2%
AWM
542
Absher Wealth Management
North Carolina
$23.6M -$614K -649 -3%
FMI
543
F/M Investments
District of Columbia
$23.3M -$1.97M -2,083 -8%
CL
544
CIM LLC
New York
$23.3M +$2.06M +2,174 +10%
MGP
545
Metis Global Partners
California
$23.1M +$2.33M +2,467 +11%
RIL
546
Rothschild Investment LLC
Illinois
$23M -$1.44M -1,520 -6%
CSP
547
Cary Street Partners
Virginia
$22.9M -$770K -814 -3%
DAS
548
Dynamic Advisor Solutions
Arizona
$22.9M -$352K -372 -2%
AIP
549
Ameritas Investment Partners
Nebraska
$22.8M +$1.02M +1,082 +5%
AIM
550
Arcadia Investment Management
Michigan
$22.7M -$1.68M -1,779 -7%
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