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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 %
SIC
876
SFE Investment Counsel
California
$10.2M -$385K -407 -4%
AC
877
AlphaCore Capital
California
$10.2M +$2.84M +3,007 +39%
CCM
878
Carderock Capital Management
Maryland
$10.1M -$162K -171 -2%
NP
879
NorthRock Partners
Minnesota
$10.1M -$19.9K -21 -0.2%
Parallax Volatility Advisers
880
Parallax Volatility Advisers
California
$10.1M -$13.7M -14,506 -58%
PA
881
Procyon Advisors
Connecticut
$10.1M +$531K +561 +6%
CDDEC
882
Caisse Des Depots Et Consignations
France
$10.1M +$5.83M +6,168 +138%
OCM
883
One Capital Management
California
$10M +$201K +213 +2%
WP
884
WealthPLAN Partners
Nebraska
$10M -$215K -227 -2%
AFWM
885
AMJ Financial Wealth Management
Virginia
$9.94M -$22.7K -24 -0.2%
LGG
886
Luts & Greenleigh Group
Maryland
$9.93M -$28.4K -30 -0.3%
HI
887
Harbour Investments
Wisconsin
$9.92M +$335K +354 +3%
SWM
888
SeaCrest Wealth Management
New York
$9.89M +$124K +131 +1%
MYAM
889
Meiji Yasuda Asset Management
Japan
$9.88M -$1.78M -1,882 -15%
TCM
890
Telos Capital Management
California
$9.85M -$58.6K -62 -0.6%
AFG
891
Atomi Financial Group
New York
$9.82M +$265K +280 +3%
AIP
892
Alapocas Investment Partners
Massachusetts
$9.81M -$1.59M -1,680 -14%
BL
893
BFSG LLC
California
$9.77M -$335K -354 -3%
KC
894
Knuff & Co
California
$9.75M -$41.6K -44 -0.4%
GP
895
Guardian Partners
Canada
$9.69M -$422K -432 -4%
TCBWMS
896
Texas Capital Bank Wealth Management Services
Texas
$9.68M -$1.21M -1,279 -11%
MYLI
897
Meiji Yasuda Life Insurance
Japan
$9.68M -$615K -650 -6%
RMP
898
Richards, Merrill & Peterson
Washington
$9.68M +$33.1K +35 +0.3%
JPWM
899
Jamison Private Wealth Management
Georgia
$9.61M -$32.2K -34 -0.3%
FA
900
Fiduciary Alliance
South Carolina
$9.61M +$1.86M +1,962 +24%
34 35
36
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