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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 %
CHC
1001
City Holding Co
West Virginia
$7.9M +$249K +263 +3%
BSCCG
1002
Blue Sky Capital Consultants Group
California
$7.88M +$1.79M +1,888 +29%
SCM
1003
Schnieders Capital Management
California
$7.87M -$1.32M -1,400 -14%
SAM
1004
Secure Asset Management
Michigan
$7.86M +$5.69M +6,015 +262%
BPC
1005
Banque Pictet & Cie
Switzerland
$7.85M +$855K +904 +12%
KCM
1006
Kennedy Capital Management
Missouri
$7.85M -$862K -911 -10%
AIM
1007
Anchor Investment Management
South Carolina
$7.83M +$92.7K +98 +1%
GWM
1008
GDS Wealth Management
Texas
$7.8M +$2.31M +2,440 +42%
SEEDPG
1009
S.E.E.D. Planning Group
New York
$7.79M -$482K -510 -6%
BBNA
1010
Bremer Bank National Association
Minnesota
$7.76M +$665K +703 +9%
FCP
1011
Fidelis Capital Partners
Florida
$7.76M -$8.71M -8,917 -53%
Temasek Holdings
1012
Temasek Holdings
Singapore
$7.76M – – –
TCM
1013
Twin Capital Management
Pennsylvania
$7.75M -$814K -861 -10%
CWM
1014
Connecticut Wealth Management
Connecticut
$7.72M +$147K +155 +2%
VVP
1015
Venture Visionary Partners
Ohio
$7.72M +$287K +303 +4%
CCG
1016
Cypress Capital Group
Florida
$7.68M -$187K -198 -2%
CCFCSB
1017
Cape Cod Five Cents Savings Bank
Massachusetts
$7.66M – – –
KWM
1018
Kingsman Wealth Management
Florida
$7.66M +$7.66M +8,096 New
ZCI
1019
Zevenbergen Capital Investments
Washington
$7.66M -$142K -150 -2%
BSA
1020
Bull Street Advisors
Georgia
$7.64M -$9.46K -10 -0.1%
DEA
1021
DoubleLine ETF Adviser
Florida
$7.63M -$2.4M -2,533 -24%
WCM
1022
Weik Capital Management
Pennsylvania
$7.62M -$788K -833 -9%
WAC
1023
William Allan Corp
Colorado
$7.6M -$58.6K -62 -0.8%
SW
1024
SteelPeak Wealth
California
$7.6M -$192K -203 -2%
CPWA
1025
Cerro Pacific Wealth Advisors
California
$7.59M +$109K +119 +1%
39 40
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