COST icon

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 %
FHA
1101
Flagship Harbor Advisors
Massachusetts
$6.65M -$14.2K -15 -0.2%
KM
1102
KP Management
Minnesota
$6.62M
BTI
1103
Blue Trust Inc
Georgia
$6.62M +$98.4K +104 +2%
TFA
1104
Transamerica Financial Advisors
Florida
$6.61M -$809K -855 -11%
PWM
1105
Palumbo Wealth Management
New York
$6.61M +$920K +973 +16%
MWM
1106
Modera Wealth Management
New Jersey
$6.61M -$84.2K -89 -1%
FIB
1107
First Interstate Bank
Montana
$6.6M -$292K -309 -4%
TW
1108
TritonPoint Wealth
Maryland
$6.6M +$41.6K +44 +0.6%
CAC
1109
Certified Advisory Corp
Florida
$6.57M -$143K -151 -2%
HIC
1110
Holderness Investments Company
North Carolina
$6.57M +$18K +19 +0.3%
GBT
1111
Grove Bank & Trust
Florida
$6.56M +$3.86M +4,080 +143%
SC
1112
Syon Capital
California
$6.54M +$854K +903 +15%
CAL
1113
Capital Analysts LLC
Pennsylvania
$6.54M -$111K -117 -2%
MPPLM
1114
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.54M -$118K -125 -2%
HSA
1115
HBK Sorce Advisory
Pennsylvania
$6.54M -$54.9K -58 -0.8%
FFA
1116
Fairfield Financial Advisors
Massachusetts
$6.53M +$544K +575 +9%
BOS
1117
Bank of Stockton
California
$6.52M -$182K -192 -3%
UCMOK
1118
United Capital Management of KS
Kansas
$6.5M -$40.7K -43 -0.6%
TLP
1119
Trinity Legacy Partners
Texas
$6.5M -$31K -31 -0.5%
GWSG
1120
GPS Wealth Strategies Group
Colorado
$6.5M -$271K -286 -4%
JSW
1121
Journey Strategic Wealth
New Jersey
$6.48M +$3.3M +3,493 +104%
AWA
1122
Arkadios Wealth Advisors
Georgia
$6.48M +$2.26M +2,394 +54%
FWIA
1123
Fort Washington Investment Advisors
Ohio
$6.45M -$382K -404 -6%
AF
1124
Apollon Financial
South Carolina
$6.44M +$586K +620 +10%
TVWM
1125
Tower View Wealth Management
Wisconsin
$6.43M -$113K -119 -2%