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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 %
PWS
776
Peterson Wealth Services
Utah
$12.8M -$698K -738 -5%
FMTC
777
Farmers & Merchants Trust Company
California
$12.8M -$697K -737 -5%
CA
778
Cullinan Associates
Kentucky
$12.8M +$567K +600 +5%
AG
779
Ascent Group
Virginia
$12.7M +$2.36M +2,500 +23%
FFP
780
FourThought Financial Partners
Florida
$12.7M -$40.7K -43 -0.3%
TFS
781
Thoroughbred Financial Services
Tennessee
$12.7M +$250K +264 +2%
UH
782
Unigestion Holding
Switzerland
$12.6M +$11.9M +12,571 +1,690%
PIA
783
Petredis Investment Advisors
Pennsylvania
$12.6M -$2.88M -3,049 -19%
PA
784
Perennial Advisors
New York
$12.5M -$458K -484 -4%
OGC
785
Oak Grove Capital
New Hampshire
$12.4M -$4.83M -5,107 -28%
VFA
786
Valeo Financial Advisors
Indiana
$12.4M +$278K +294 +2%
MMA
787
Miracle Mile Advisors
California
$12.4M +$92.7K +98 +0.8%
KHLMVGHM
788
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.3M – – –
RP
789
Rice Partnership
Hawaii
$12.3M -$207K -219 -2%
NCM
790
Nearwater Capital Markets
Ireland
$12.3M – – –
NMIFOAC
791
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$12.3M – – –
CPA
792
Capital Planning Advisors
California
$12.3M -$139K -147 -1%
BP
793
Broadleaf Partners
Ohio
$12.3M -$228K -241 -2%
GCL
794
Gouws Capital LLC
North Carolina
$12.3M +$7.57K +8 +0.1%
FNBOMD
795
First National Bank of Mount Dora
Florida
$12.2M +$1.77M +1,869 +17%
KRSITF
796
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.2M -$2.44M -2,576 -17%
SW
797
SlateStone Wealth
Florida
$12.2M -$194K -205 -2%
KWMG
798
King Wealth Management Group
Florida
$12.2M +$122K +129 +1%
WPP
799
Whalerock Point Partners
Rhode Island
$12.2M +$207K +219 +2%
BEAM
800
Baker Ellis Asset Management
Washington
$12.1M -$912K -964 -7%
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