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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 %
VCA
751
Verdence Capital Advisors
Maryland
$13.5M -$21.8K -23 -0.2%
JWBC
752
J.W. Burns & Co
New York
$13.4M +$24.6K +26 +0.2%
HFM
753
Hartford Financial Management
Connecticut
$13.4M -$26.5K -28 -0.2%
FIA
754
Foundations Investment Advisors
Arizona
$13.4M -$2.13M -2,253 -14%
ATPW
755
Ashton Thomas Private Wealth
Arizona
$13.4M +$81.3K +86 +0.6%
BCAM
756
Boston Common Asset Management
Massachusetts
$13.4M -$240K -254 -2%
NMIMC
757
Northwestern Mutual Investment Management Company
Wisconsin
$13.4M +$48.2K +51 +0.4%
MCM
758
Mattern Capital Management
Colorado
$13.3M -$1.01M -1,066 -7%
MWM
759
Mission Wealth Management
California
$13.3M +$545K +576 +4%
Capstone Investment Advisors
760
Capstone Investment Advisors
New York
$13.3M +$13.3M +14,027 New
AWM
761
Axxcess Wealth Management
California
$13.3M -$1.4M -1,481 -10%
MOS
762
MGO One Seven
Ohio
$13.2M -$2.94M -3,104 -18%
JWCA
763
J.W. Cole Advisors
Florida
$13.2M +$2.47M +2,608 +23%
GAB
764
German American Bancorp
Indiana
$13.1M +$62.4K +66 +0.5%
FFWA
765
FRG Family Wealth Advisors
Washington
$13.1M -$269K -284 -2%
RSVP
766
Ramsay Stattman Vela & Price
Colorado
$13.1M -$144K -152 -1%
PIP
767
Peachtree Investment Partners
Florida
$13.1M -$593K -627 -4%
HPG
768
Harvest Portfolios Group
Ontario, Canada
$13M +$13M +13,714 New
STA
769
Summit Trail Advisors
New York
$13M +$4.1M +4,339 +46%
ADEF
770
Adams Diversified Equity Fund
Maryland
$13M +$3.69M +3,900 +40%
WIM
771
Waverton Investment Management
United Kingdom
$12.9M -$1.11M -1,174 -8%
CICC
772
Capital Investment Counsel (Colorado)
Colorado
$12.9M -$415K -439 -3%
TWM
773
TLW Wealth Management
Florida
$12.9M +$308K +326 +2%
RDWM
774
Red Door Wealth Management
Tennessee
$12.9M -$244K -258 -2%
JAG
775
Journey Advisory Group
Kentucky
$12.8M +$1.81M +1,915 +16%
29 30
31
32 33