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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 %
OHIS
1051
Oak Harvest Investment Services
Texas
$7.21M -$3.81M -4,031 -35%
SGA
1052
Strategic Global Advisors
California
$7.21M +$8.51K +9 +0.1%
BCV
1053
Banque Cantonale Vaudoise
Switzerland
$7.21M +$7.21M +7,621 New
TAM
1054
Townsend Asset Management
North Carolina
$7.21M -$160K -169 -2%
FAIM
1055
Financial Advocates Investment Management
Washington
$7.2M -$2.61M -2,759 -27%
BG
1056
Bahl & Gaynor
Ohio
$7.2M -$131K -139 -2%
PWM
1057
Peterson Wealth Management
Nevada
$7.18M -$33.1K -35 -0.5%
FG
1058
Fiduciary Group
Georgia
$7.17M -$92.7K -98 -1%
TAM
1059
Thematics Asset Management
France
$7.17M +$190K +201 +3%
ITIM
1060
Indiana Trust & Investment Management
Indiana
$7.17M -$66.2K -70 -0.9%
NCM
1061
Narwhal Capital Management
Georgia
$7.17M +$51.1K +54 +0.7%
LF
1062
Longbow Finance
Switzerland
$7.14M -$1.53M -1,622 -18%
MCM
1063
Mitchell Capital Management
Kansas
$7.14M +$35K +37 +0.5%
FFS
1064
Fischer Financial Services
Pennsylvania
$7.14M +$11.3K +12 +0.2%
RWM
1065
Rench Wealth Management
Texas
$7.11M +$132K +140 +2%
BAM
1066
Belpointe Asset Management
Nevada
$7.09M -$1.28M -1,349 -15%
ST
1067
Spinnaker Trust
Maine
$7.09M -$36.9K -39 -0.5%
HWP
1068
Highline Wealth Partners
California
$7.08M -$83.2K -88 -1%
PC
1069
Pecaut & Co
Iowa
$7.04M -$462K -488 -6%
API
1070
Asset Planning Inc
California
$7.03M -$56.7K -60 -0.8%
JSC
1071
Jackson Square Capital
California
$7.01M -$750K -793 -10%
AC
1072
AlpenGlobal Capital
California
$7M +$9.46K +10 +0.1%
CT
1073
Clearstead Trust
Maine
$6.97M -$84.2K -89 -1%
SCP
1074
Shorepoint Capital Partners
Massachusetts
$6.97M -$73.8K -78 -1%
CPC
1075
Consolidated Planning Corp
Georgia
$6.96M -$1.34M -1,413 -16%
41 42
43
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