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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 %
TF
726
Tompkins Financial
New York
$14.2M +$104K +110 +0.7%
SCM
727
Silvant Capital Management
Georgia
$14.1M +$164K +173 +1%
EI
728
Ethic Inc
New York
$14.1M +$1.52M +1,588 +12%
QIM
729
Quest Investment Management
Oregon
$14M +$1.4M +1,480 +11%
Fayez Sarofim & Co
730
Fayez Sarofim & Co
Texas
$14M +$395K +418 +3%
IIM
731
Ipswich Investment Management
Massachusetts
$14M -$865K -915 -6%
EWA
732
Exencial Wealth Advisors
Oklahoma
$14M -$8.44M -8,924 -38%
AP
733
Americana Partners
Texas
$13.9M +$608K +643 +5%
RCM
734
Regency Capital Management
Hawaii
$13.9M -$796K -842 -5%
IAM
735
Infusive Asset Management
New York
$13.9M +$3.73M +3,941 +37%
RMAM
736
Raab & Moskowitz Asset Management
New Jersey
$13.8M -$465K -492 -3%
CIA
737
Capital Investment Advisors
Georgia
$13.8M +$389K +411 +3%
LMKC
738
L.M. Kohn & Company
Ohio
$13.8M -$803K -849 -5%
Group One Trading
739
Group One Trading
Illinois
$13.8M -$13.4M -14,160 -49%
Skandinaviska Enskilda Banken (SEB)
740
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.8M -$638K -675 -4%
CBT
741
Central Bank & Trust
Kentucky
$13.7M -$223K -236 -2%
SPG
742
Strategic Planning Group
Utah
$13.7M -$202K -214 -1%
NP
743
Nilsine Partners
Colorado
$13.7M +$786K +831 +6%
BFG
744
Berger Financial Group
Minnesota
$13.7M -$911K -963 -6%
NFG
745
Nations Financial Group
Iowa
$13.6M +$1.35M +1,428 +11%
SWA
746
Stratos Wealth Advisors
Ohio
$13.6M -$320K -338 -2%
MWM
747
Marietta Wealth Management
Georgia
$13.6M +$36.9K +39 +0.3%
OAM
748
Oppenheimer Asset Management
New York
$13.6M -$1.37M -1,451 -9%
LA
749
Lakeside Advisors
Washington
$13.6M -$473K -500 -3%
LS
750
Livforsakringsbolaget Skandia
Sweden
$13.5M – – –
28 29
30
31 32