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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 %
WDA
651
Wendell David Associates
New Hampshire
$17M -$20.8K -22 -0.1%
PIM
652
Progressive Investment Management
Oregon
$17M -$319K -337 -2%
AA
653
Ancora Advisors
Ohio
$16.9M -$264K -279 -2%
SC
654
Savant Capital
Illinois
$16.7M +$3.43M +3,622 +26%
CNB
655
Camden National Bank
Maine
$16.6M -$2.13M -2,253 -11%
AP
656
Advisors Preferred
Maryland
$16.6M +$16.6M +17,382 New
MA
657
Mutual Advisors
Nebraska
$16.6M +$1.3M +1,333 +9%
SVCP
658
Silicon Valley Capital Partners
California
$16.6M +$4.65M +4,998 +39%
PR
659
Payden & Rygel
California
$16.6M +$567K +600 +4%
FCBT
660
First Citizens Bank & Trust
North Carolina
$16.5M -$3.4M -3,591 -17%
FMC
661
First Merchants Corp
Indiana
$16.5M -$1.51M -1,598 -8%
NAMM
662
NorthStar Asset Management (Massachusetts)
Massachusetts
$16.5M -$2.06M -2,175 -11%
SC
663
Slow Capital
California
$16.5M +$3.52M +3,723 +27%
GVAG
664
Great Valley Advisor Group
Delaware
$16.4M +$683K +722 +4%
BBL
665
Beck Bode LLC
Massachusetts
$16.4M +$166K +175 +1%
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$16.3M +$310K +328 +2%
EFM
667
E Fund Management
China
$16.2M +$6.55M +6,924 +68%
TF
668
Talbot Financial
Washington
$16.2M -$712K -753 -4%
CAM
669
Cozad Asset Management
Illinois
$16.2M -$857K -906 -5%
IA
670
Integrity Alliance
Iowa
$16.1M +$11.8M +12,455 +271%
RCM
671
RB Capital Management
Nevada
$16.1M -$108K -114 -0.7%
HFS
672
Haverford Financial Services
Pennsylvania
$16.1M -$101K -107 -0.6%
RC
673
Roundview Capital
New Jersey
$16M +$95.5K +101 +0.6%
MA
674
Montag & Associates
Georgia
$16M -$468K -495 -3%
KCM
675
Kanawha Capital Management
Virginia
$16M +$270K +286 +2%
25 26
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