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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 %
DWT
951
Dorsey & Whitney Trust
South Dakota
$8.92M -$427K -452 -5%
PBC
952
Pavion Blue Capital
California
$8.9M -$3.78K -4 -0%
ILI
953
Invesco LLC (Illinois)
Illinois
$8.88M +$332K +351 +4%
MBT
954
Montecito Bank & Trust
California
$8.87M -$113K -120 -1%
TNA
955
True North Advisors
Texas
$8.86M -$712K -753 -7%
OHWP
956
Oak Harbor Wealth Partners
North Carolina
$8.84M +$323K +341 +4%
DT
957
Diversified Trust
Tennessee
$8.81M -$633K -669 -7%
LT
958
Legacy Trust
Michigan
$8.81M -$79.4K -84 -0.9%
HR
959
Howe & Rusling
New York
$8.78M -$35.9K -38 -0.4%
TAMH
960
Taikang Asset Management (HK)
Hong Kong
$8.77M – – –
HVP
961
Hudson Value Partners
Florida
$8.76M +$715K +756 +9%
WC
962
Whitney & Co
New York
$8.72M -$3.43M -3,629 -28%
CCWM
963
Cassaday & Co Wealth Management
Virginia
$8.71M +$195K +206 +2%
LIA
964
LS Investment Advisors
Michigan
$8.67M -$238K -252 -3%
LFG
965
Larson Financial Group
Missouri
$8.66M +$223K +236 +3%
WSFS
966
Wilmington Savings Fund Society
Delaware
$8.64M -$1.98M -2,093 -19%
CM
967
Churchill Management
California
$8.63M -$68.1K -72 -0.8%
RWM
968
Rockline Wealth Management
New York
$8.6M +$124K +131 +1%
LI
969
LMCG Investments
Massachusetts
$8.56M -$1.49M -1,571 -15%
MAS
970
Meeder Advisory Services
Ohio
$8.56M +$639K +676 +8%
HC
971
Headland Capital
South Carolina
$8.54M +$29.3K +31 +0.3%
PS
972
Principal Securities
Iowa
$8.51M +$20.2K +22 +0.2%
CT
973
Colonial Trust
South Carolina
$8.49M -$87K -92 -1%
GLA
974
Good Life Advisors
Pennsylvania
$8.49M +$128K +135 +2%
HIP
975
HUB Investment Partners
Texas
$8.47M +$609K +644 +8%
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