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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 %
SFI
676
Siemens Fonds Invest
Germany
$16M -$207K -219 -1%
WIM
677
WealthPlan Investment Management
Nebraska
$15.9M -$177K -187 -1%
Verition Fund Management
678
Verition Fund Management
Connecticut
$15.9M +$3.39M +3,583 +27%
TFA
679
Teamwork Financial Advisors
Texas
$15.9M -$3.49M -3,691 -18%
MCWS
680
McKinley Carter Wealth Services
West Virginia
$15.9M -$618K -653 -4%
TAM
681
Tocqueville Asset Management
New York
$15.9M -$375K -397 -2%
GH
682
GAM Holding
Switzerland
$15.8M +$1.03M +1,086 +7%
SPC
683
Stony Point Capital
New York
$15.8M +$8.72M +9,222 +123%
DDC
684
DF Dent & Co
Maryland
$15.8M -$5.68K -6 -0%
SG
685
Sienna Gestion
France
$15.8M -$1.83M -1,995 -10%
CUAMC
686
China Universal Asset Management Company
China
$15.8M +$3.42M +3,619 +28%
LOAMS
687
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.7M +$3.78M +3,998 +32%
EF
688
Empowered Funds
Pennsylvania
$15.7M +$3.65M +3,859 +30%
WA
689
Waverly Advisors
Alabama
$15.7M +$1.22M +1,290 +8%
PA
690
PFG Advisors
Arizona
$15.7M +$2.5M +2,639 +19%
UC
691
Unio Capital
New Jersey
$15.5M -$232K -245 -1%
JAFL
692
Jay A. Fishman Ltd
Michigan
$15.4M -$1.79M -1,895 -10%
FNT
693
First National Trust
Pennsylvania
$15.4M -$3.37M -3,568 -18%
Connor, Clark & Lunn Investment Management (CC&L)
694
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.4M -$33.4M -35,292 -68%
AMCA
695
Arthur M. Cohen & Associates
Illinois
$15.4M +$2.2M +2,738 +17%
BCM
696
Brookstone Capital Management
Illinois
$15.3M -$1.19M -1,255 -7%
JSA
697
Jacobson & Schmitt Advisors
Wisconsin
$15.2M -$334K -353 -2%
WCWM
698
Willow Creek Wealth Management
California
$15.2M – – –
RWM
699
RKL Wealth Management
Pennsylvania
$15.2M -$214K -226 -1%
LA
700
LBP AM
France
$15.1M -$223K -236 -1%
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