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Costco

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
Name Holding Trade Value Shares
Change
Shares
Change %
CI
1076
Carroll Investors
South Carolina
$6.95M +$363K +385 +6%
CHJWM
1077
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.93M -$28.1K -29 -0.4%
MCCP
1078
Mission Creek Capital Partners
California
$6.9M -$100K -106 -1%
EBT
1079
Enterprise Bank & Trust
Massachusetts
$6.9M -$22.7K -24 -0.3%
MFWM
1080
Motley Fool Wealth Management
Virginia
$6.88M -$1.06M -1,116 -13%
GGS
1081
Galvin Gaustad & Stein
Arizona
$6.85M -$1.28M -1,355 -16%
WA1
1082
Wimmer Associates 1
California
$6.85M -$129K -129 -2%
DIA
1083
Dana Investment Advisors
Wisconsin
$6.84M +$20.8K +22 +0.3%
AIIMS
1084
Analyst IMS Investment Management Services
Israel
$6.83M -$133K -141 -2%
CI
1085
CX Institutional
Indiana
$6.82M -$391K -413 -5%
TRCT
1086
Tower Research Capital (TRC)
New York
$6.82M -$30.7M -33,952 -82%
NSEDCP
1087
NJ State Employees Deferred Compensation Plan
New Jersey
$6.81M
GI
1088
GAMCO Investors
Connecticut
$6.8M +$150K +159 +2%
SG
1089
StoneX Group
New York
$6.79M -$217K -229 -3%
TPA
1090
Trivium Point Advisory
Connecticut
$6.79M -$184K -195 -3%
WAP
1091
Wealthcare Advisory Partners
Pennsylvania
$6.78M -$136K -144 -2%
RWA
1092
River Wealth Advisors
Pennsylvania
$6.76M -$191K -202 -3%
TP
1093
Tranquility Partners
Tennessee
$6.75M +$81.3K +86 +1%
SAM
1094
Sawgrass Asset Management
Florida
$6.75M -$2.79M -2,949 -29%
HI
1095
Horizon Investments
North Carolina
$6.75M +$299K +317 +5%
SS
1096
Sunbelt Securities
Texas
$6.72M +$145K +153 +2%
SWP
1097
Sagespring Wealth Partners
Tennessee
$6.7M +$896K +947 +15%
EWA
1098
Etesian Wealth Advisors
Oregon
$6.69M
JWM
1099
JPL Wealth Management
Colorado
$6.69M -$132K -140 -2%
FNA
1100
First National Advisers
Nebraska
$6.67M -$1.1M -1,163 -14%