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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 %
SPC
626
Sigma Planning Corp
Michigan
$18.4M +$2.2M +2,331 +14%
HAG
627
HighPoint Advisor Group
Illinois
$18.4M +$163K +164 +0.9%
CIS
628
Connors Investor Services
Pennsylvania
$18.3M +$266K +281 +1%
RMA
629
Roffman Miller Associates
Pennsylvania
$18.3M +$1.42M +1,498 +8%
PI
630
PGGM Investments
Netherlands
$18M -$3.97M -4,197 -18%
BONST
631
Bank of Nova Scotia Trust
Ontario, Canada
$17.9M -$874K -924 -5%
First Manhattan
632
First Manhattan
New York
$17.9M +$540K +571 +3%
RSS
633
Rosenblum Silverman Sutton
California
$17.9M -$490K -518 -3%
TW
634
Transform Wealth
Colorado
$17.8M -$297K -314 -2%
GAM
635
Generali Asset Management
Italy
$17.8M +$1.85M +1,959 +12%
FP
636
FFG Partners
Florida
$17.8M -$4.72M -4,993 -21%
HWM
637
HFR Wealth Management
New York
$17.8M -$237K -251 -1%
PCMK
638
Paragon Capital Management (Kansas)
Kansas
$17.7M -$730K -772 -4%
MBTD
639
Mechanics Bank - Trust Department
California
$17.7M -$855K -904 -5%
CTI
640
Community Trust & Investment
Kentucky
$17.6M -$90.8K -96 -0.5%
VI
641
Vestcor Inc
New Brunswick, Canada
$17.6M +$13.2K +14 +0.1%
BCM
642
Brasada Capital Management
Texas
$17.6M -$106K -117 -0.6%
HIM
643
Harbour Investment Management
Washington
$17.4M -$1.15M -1,220 -6%
ELI
644
Empire Life Investments
Ontario, Canada
$17.4M -$2.73M -2,883 -14%
PI
645
PFG Investments
New York
$17.3M +$372K +393 +2%
GT
646
Greenleaf Trust
Michigan
$17.3M +$1.44M +1,527 +9%
UF
647
Univest Financial
Pennsylvania
$17.2M -$2.62M -2,767 -13%
ECM
648
Evergreen Capital Management
Washington
$17.1M -$1.72M -1,822 -9%
MWM
649
Meridian Wealth Management
Kentucky
$17.1M -$666K -704 -4%
ALMGDA
650
AG2R La Mondiale Gestion d'Actifs
France
$17M +$17M +16,368 New
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