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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 %
MCM
801
Mengis Capital Management
Oregon
$12.1M -$16.1K -17 -0.1%
CTC (Chicago Trading Company)
802
CTC (Chicago Trading Company)
Illinois
$12.1M -$8.35M -8,826 -41%
SIC
803
Sigma Investment Counselors
Michigan
$12.1M -$2.02M -2,131 -14%
AF
804
Aviso Financial
Ontario, Canada
$12M -$502K -531 -4%
WAM
805
Wilsey Asset Management
California
$12M – – –
MGIA
806
Moneta Group Investment Advisors
Missouri
$12M +$383K +405 +3%
BOSSRA
807
B.O.S.S. Retirement Advisors
Utah
$12M -$426K -450 -3%
DSC
808
Duncker Streett & Co
Missouri
$12M -$49.2K -52 -0.4%
WB
809
Webster Bank
Connecticut
$12M -$72.8K -77 -0.6%
HW
810
Hancock Whitney
Mississippi
$11.9M +$70.9K +75 +0.6%
MC
811
Moors & Cabot
Massachusetts
$11.9M +$345K +365 +3%
TTWM
812
TCV Trust & Wealth Management
Virginia
$11.8M -$109K -115 -0.9%
KA
813
Kercheville Advisors
Texas
$11.8M -$90.8K -96 -0.8%
BS
814
Banco Santander
Spain
$11.8M +$4.73M +5,002 +67%
VHAM
815
Van Hulzen Asset Management
California
$11.7M +$420K +444 +4%
BFO
816
Boston Family Office
Massachusetts
$11.7M -$92.7K -98 -0.8%
OPCM
817
Osborne Partners Capital Management
California
$11.7M – – –
S
818
SignatureFD
Georgia
$11.7M +$36.9K +39 +0.3%
CFSG
819
Community Financial Services Group
Vermont
$11.7M -$811K -857 -6%
SB
820
Simmons Bank
Arkansas
$11.7M -$29.3K -31 -0.3%
PIM
821
Plato Investment Management
Australia
$11.6M -$817K -855 -7%
PCA
822
Pallas Capital Advisors
Massachusetts
$11.6M +$1.7M +1,800 +17%
NF
823
Nikulski Financial
Iowa
$11.6M +$242K +256 +2%
HCM
824
Howard Capital Management
Georgia
$11.5M -$5.14M -5,433 -31%
RMC
825
Resources Management Corp
Connecticut
$11.5M +$133K +141 +1%
31 32
33
34 35