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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 %
LCM
701
Liberty Capital Management
Michigan
$15.1M -$170K -180 -1%
CCM
702
Copeland Capital Management
Pennsylvania
$15.1M -$266K -281 -2%
PWM
703
Purus Wealth Management
California
$14.9M +$30.3K +32 +0.2%
ETC
704
Exchange Traded Concepts
Oklahoma
$14.8M -$7.76M -8,207 -34%
ERWM
705
Elk River Wealth Management
Colorado
$14.8M -$1.66M -1,757 -10%
IAN
706
Integrated Advisors Network
Texas
$14.8M -$759K -803 -5%
MPWT
707
MassMutual Private Wealth & Trust
Connecticut
$14.8M -$53.9K -57 -0.4%
TCA
708
Trifecta Capital Advisors
Illinois
$14.8M +$64.3K +68 +0.4%
HCM
709
Hutner Capital Management
Vermont
$14.7M -$632K -668 -4%
WANY
710
Wealthspire Advisors (New York)
New York
$14.6M -$609K -644 -4%
USCWA
711
U.S. Capital Wealth Advisors
Texas
$14.6M -$2.82M -2,981 -16%
NB
712
NBT Bank
New York
$14.6M -$1.23M -1,297 -8%
AG
713
AIA Group
Hong Kong
$14.5M +$1.02M +1,081 +8%
BIA
714
Biondo Investment Advisors
Pennsylvania
$14.5M +$155K +164 +1%
NG
715
NatWest Group
United Kingdom
$14.5M +$6.59M +6,973 +83%
EF
716
Empirical Finance
Pennsylvania
$14.4M +$171K +181 +1%
VLKIM
717
Van Lanschot Kempen Investment Management
Netherlands
$14.4M -$4.1M -4,337 -22%
FFA
718
First Foundation Advisors
California
$14.4M +$323K +342 +2%
SI
719
Stephens Inc
Arkansas
$14.3M -$374K -395 -3%
AC
720
Allstate Corporation
Illinois
$14.3M +$1.84M +1,945 +15%
NG
721
NWK Group
California
$14.3M -$408K -431 -3%
M
722
MOTCO
Texas
$14.3M -$232K -245 -2%
CIM
723
Chapman Investment Management
California
$14.2M +$18.9K +20 +0.1%
CIA
724
Concurrent Investment Advisors
Florida
$14.2M +$2.39M +2,527 +20%
WWM
725
Western Wealth Management
Colorado
$14.2M +$275K +291 +2%
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