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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 %
BFG
851
Bleakley Financial Group
New Jersey
$10.8M +$425K +449 +4%
CAM
852
Cypress Asset Management
Texas
$10.8M -$144K -152 -1%
BWL
853
Bogart Wealth LLC
Virginia
$10.8M +$364K +385 +4%
ECM
854
Empirical Capital Management
Tennessee
$10.7M – – –
CWA
855
Clarity Wealth Advisors
California
$10.7M -$92.7K -98 -0.9%
NIG
856
NFJ Investment Group
Texas
$10.7M – – –
GAM
857
Groupama Asset Management
France
$10.7M +$2.02M +2,168 +23%
DC
858
Defender Capital
North Carolina
$10.7M -$927K -964 -8%
BAAM
859
Baker Avenue Asset Management
California
$10.7M +$1.01M +1,071 +11%
DWM
860
Diversify Wealth Management
Utah
$10.6M +$689K +695 +7%
DA
861
Denali Advisors
California
$10.6M -$47.3K -50 -0.4%
CQWA
862
Chokshi & Queen Wealth Advisors
California
$10.5M +$72.8K +77 +0.7%
PCM
863
Palisade Capital Management
New Jersey
$10.5M -$568K -601 -5%
KFP
864
KMG Fiduciary Partners
Ohio
$10.5M +$444K +469 +4%
BCPWM
865
Bradley & Co Private Wealth Management
Florida
$10.5M -$627K -663 -6%
RMCM
866
Reynders McVeigh Capital Management
Massachusetts
$10.4M -$318K -336 -3%
B
867
Bensler
Washington
$10.4M -$80.4K -85 -0.8%
BA
868
Baugh & Associates
Georgia
$10.3M -$84K -92 -0.8%
AP
869
Appleton Partners
Massachusetts
$10.3M -$837K -885 -8%
FPAS
870
Focus Partners Advisor Solutions
Missouri
$10.2M +$1.02M +1,078 +11%
CIM
871
Contravisory Investment Management
Massachusetts
$10.2M -$237K -251 -2%
SCA
872
Stokes Capital Advisors
South Carolina
$10.2M -$1.6M -1,688 -14%
MWA
873
Meridian Wealth Advisors
Texas
$10.2M +$66.2K +70 +0.7%
KNW
874
Kesler Norman & Wride
Utah
$10.2M -$180K -190 -2%
AA
875
ALPS Advisors
Colorado
$10.2M -$503K -532 -5%
33 34
35
36 37