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Costco

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
Name Holding Trade Value Shares
Change
Shares
Change %
O
601
Ossiam
France
$19.9M +$10.8M +11,457 +120%
RIG
602
Renaissance Investment Group
Massachusetts
$19.8M -$2.3M -2,432 -10%
KWM
603
Kingsview Wealth Management
Oregon
$19.8M -$31.3M -33,128 -61%
A
604
Allianz
Germany
$19.8M -$1.36M -1,438 -6%
JCM
605
Jag Capital Management
Missouri
$19.8M +$7.29M +7,705 +58%
SFS
606
Sowell Financial Services
Arkansas
$19.7M -$257K -272 -1%
MSRPS
607
Maryland State Retirement & Pension System
Maryland
$19.7M -$2.97M -3,142 -13%
CL
608
Choreo LLC
Illinois
$19.6M -$10.4K -11 -0.1%
OIA
609
OneDigital Investment Advisors
Kansas
$19.6M +$324K +343 +2%
NMERB
610
New Mexico Educational Retirement Board
New Mexico
$19.5M -$473K -500 -2%
NSAM
611
North Star Asset Management
Wisconsin
$19.5M -$98.4K -104 -0.5%
ISWM
612
Independent Solutions Wealth Management
New York
$19.5M -$87K -92 -0.4%
CI Investments Inc
613
CI Investments Inc
Ontario, Canada
$19.3M -$19.9K -21 -0.1%
JWM
614
Jackson Wealth Management
Florida
$19.3M -$308K -326 -2%
IWC
615
Integrated Wealth Concepts
Massachusetts
$19.2M -$255K -270 -1%
RWM
616
Ritholtz Wealth Management
New York
$19.1M +$405K +428 +2%
ORI
617
Oak Ridge Investments
Illinois
$18.9M +$904K +956 +5%
DBG
618
De Burlo Group
Massachusetts
$18.6M -$6.32M -6,680 -25%
MIG
619
McGuire Investment Group
Rhode Island
$18.6M -$62.4K -66 -0.3%
TSS
620
Thomas Story & Son
Indiana
$18.6M +$319K +337 +2%
IA
621
IFP Advisors
Florida
$18.6M -$696K -736 -4%
SW
622
SVB Wealth
Massachusetts
$18.5M -$6.98M -7,385 -27%
PF
623
Phoenix Financial
Israel
$18.5M -$3M -3,170 -14%
BFA
624
Bragg Financial Advisors
North Carolina
$18.5M -$285K -301 -2%
GIP
625
Granite Investment Partners
California
$18.4M -$61.5K -65 -0.3%