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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 %
PFA
1026
Pure Financial Advisors
California
$7.59M +$1.54M +1,625 +25%
AAM
1027
Auxier Asset Management
Oregon
$7.56M +$461K +487 +6%
PBF
1028
Petix & Botte Financial
California
$7.5M – – –
CIA
1029
Covington Investment Advisors
Pennsylvania
$7.5M -$421K -445 -5%
MWM
1030
Modern Wealth Management
Kansas
$7.48M +$473K +500 +7%
LPT
1031
Legacy Private Trust
Wisconsin
$7.48M -$514K -543 -6%
RIP
1032
RAM Investment Partners
Washington
$7.48M -$535K -566 -7%
CW
1033
CreativeOne Wealth
Kansas
$7.47M +$1.25M +1,321 +20%
HWA
1034
HCR Wealth Advisors
California
$7.45M -$83.2K -88 -1%
LSPW
1035
Lake Street Private Wealth
Illinois
$7.45M +$321K +339 +4%
MSA
1036
MUFG Securities Americas
New York
$7.43M +$1.24M +1,315 +20%
FB
1037
Fulton Bank
Pennsylvania
$7.39M -$126K -133 -2%
TS
1038
Triglav Skladi
Slovenia
$7.38M +$94.6K +100 +1%
AUB
1039
Atlantic Union Bankshares
Virginia
$7.36M -$752K -795 -9%
1WA
1040
180 Wealth Advisors
Washington
$7.36M -$330K -349 -4%
FRA
1041
Frank Rimerman Advisors
California
$7.33M +$58.6K +62 +0.8%
RCAG
1042
Rehmann Capital Advisory Group
Michigan
$7.32M +$179K +189 +3%
WCA
1043
Westover Capital Advisors
Delaware
$7.31M -$125K -132 -2%
CWM
1044
Chronos Wealth Management
Florida
$7.28M -$391K -413 -5%
CCMG
1045
Clark Capital Management Group
Pennsylvania
$7.28M +$794K +840 +12%
MG
1046
Mather Group
Illinois
$7.27M +$401K +424 +6%
DJSG
1047
D.J. St. Germain
Massachusetts
$7.26M +$305K +322 +4%
SCM
1048
Sitrin Capital Management
California
$7.25M -$1.81M -1,917 -20%
PJSIMP
1049
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.24M +$333K +352 +5%
SAM
1050
Silphium Asset Management
United Kingdom
$7.22M +$5.68K +6 +0.1%
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