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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 %
FFA
926
Farther Finance Advisors
California
$9.26M +$1.34M +1,402 +17%
EPIM
927
Evelyn Partners Investment Management
$9.25M +$9.25M +9,888 New
SMFG
928
Sumitomo Mitsui Financial Group
Japan
$9.24M +$2.18M +2,305 +31%
TBA
929
Tower Bridge Advisors
Pennsylvania
$9.24M -$102K -108 -1%
TCWA
930
Turtle Creek Wealth Advisors
Texas
$9.22M +$9.22M +9,753 New
BP
931
Ballentine Partners
Massachusetts
$9.22M +$96.5K +102 +1%
SCA
932
Sage Capital Advisors
South Dakota
$9.21M +$36.9K +39 +0.4%
HIC
933
Hartline Investment Corp
Illinois
$9.19M -$247K -261 -3%
CCA
934
Checchi Capital Advisers
California
$9.19M +$104K +110 +1%
SIAP
935
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.18M -$485K -513 -5%
CT
936
Coastline Trust
Rhode Island
$9.17M -$13.2K -14 -0.1%
GT
937
Glenview Trust
Kentucky
$9.12M +$139K +147 +2%
CA
938
Commerzbank Aktiengesellschaft
Germany
$9.11M +$2.43M +2,566 +36%
WEG
939
World Equity Group
Illinois
$9.1M +$7.96M +8,416 +698%
KJHP
940
K.J. Harrison & Partners
Ontario, Canada
$9.09M -$1.91M -2,019 -17%
KWS
941
Keystone Wealth Services
California
$9.09M -$418K -442 -4%
GLR
942
Great Lakes Retirement
Ohio
$9.08M +$241K +255 +3%
GIA
943
Gladstone Institutional Advisory
Florida
$9.08M -$243K -257 -3%
RFA
944
ROI Financial Advisors
Oregon
$9.05M -$219K -232 -2%
QCG
945
Quadrant Capital Group
Ohio
$8.99M +$4.48M +4,735 +99%
IFWM
946
Institute for Wealth Management
Colorado
$8.99M -$119K -126 -1%
PCM
947
Parsons Capital Management
Rhode Island
$8.98M -$71.9K -76 -0.8%
CIA
948
Choate Investment Advisors
Massachusetts
$8.97M +$126K +133 +1%
UBP
949
Union Bancaire Privee
Switzerland
$8.94M +$312K +354 +4%
FTWA
950
Fifth Third Wealth Advisors
Ohio
$8.94M +$550K +581 +7%
36 37
38
39 40