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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 %
PIM
576
Penobscot Investment Management
Massachusetts
$20.7M +$309K +327 +2%
NG
577
Northstar Group
New York
$20.7M +$25.5K +27 +0.1%
BST
578
Bath Savings Trust
Maine
$20.7M +$112K +118 +0.5%
FHA
579
First Horizon Advisors
Tennessee
$20.6M -$1.45M -1,533 -7%
NL
580
NWAM LLC
Washington
$20.6M -$552K -584 -3%
AI
581
Atria Investments
North Carolina
$20.5M -$944K -998 -4%
PWM
582
Perigon Wealth Management
California
$20.5M +$772K +816 +4%
MFG
583
Merit Financial Group
Georgia
$20.4M +$2.6M +2,750 +15%
NAS
584
NWF Advisory Services
California
$20.4M -$315K -333 -2%
AIMC
585
Alley Investment Management Company
Illinois
$20.4M -$1.12M -1,187 -5%
ANBT
586
American National Bank & Trust
Texas
$20.4M -$2.84K -3 -0%
SSB
587
Sandy Spring Bank
Maryland
$20.3M +$31.2K +33 +0.2%
CCMINC
588
Cardinal Capital Management Inc (North Carolina)
North Carolina
$20.3M -$263K -278 -1%
SWM
589
Segment Wealth Management
Texas
$20.3M +$44.5K +47 +0.2%
MCG
590
McCollum Christoferson Group
New York
$20.2M -$238K -252 -1%
NW
591
NewEdge Wealth
Pennsylvania
$20.1M -$434K -459 -2%
WIA
592
World Investment Advisors
California
$20.1M +$6.7M +7,081 +50%
QT
593
Quantbot Technologies
New York
$20M +$20M +21,175 New
RSWM
594
Robertson Stephens Wealth Management
California
$20M +$7.33M +7,746 +58%
NA
595
Navellier & Associates
Nevada
$20M -$3.22M -3,170 -14%
VIM
596
Vinva Investment Management
Australia
$19.9M -$611K -657 -3%
KA
597
Kozak & Associates
Colorado
$19.9M +$383K +391 +2%
CTC
598
Central Trust Company
Missouri
$19.9M -$485K -513 -2%
Kovitz Investment Group Partners
599
Kovitz Investment Group Partners
Illinois
$19.9M -$317K -335 -2%
TIAA Trust, National Association
600
TIAA Trust, National Association
North Carolina
$19.9M -$190K -201 -0.9%
22 23
24
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