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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 %
BBWA
1126
Bell & Brown Wealth Advisors
California
$6.42M +$10.4K +11 +0.2%
CA
1127
CoreCap Advisors
Michigan
$6.41M +$928K +981 +17%
Koshinski Asset Management
1128
Koshinski Asset Management
Illinois
$6.4M +$140K +148 +2%
CAS
1129
Coppell Advisory Solutions
Texas
$6.4M +$2.99M +3,017 +88%
HCA
1130
Harbour Capital Advisors
Virginia
$6.39M -$1.25M -1,289 -16%
SOAMC
1131
Spirit of America Management Corp
New York
$6.39M -$70.9K -75 -1%
BAM
1132
Bellevue Asset Management
Washington
$6.38M -$189K -200 -3%
PSP
1133
Pacific Sage Partners
Washington
$6.38M -$300K -317 -4%
GCM
1134
Gibraltar Capital Management
Oklahoma
$6.34M +$6.34M +6,700 New
RPC
1135
Rossmore Private Capital
Connecticut
$6.32M +$58.6K +62 +0.9%
MAM
1136
Morse Asset Management
Connecticut
$6.31M +$415K +439 +7%
HWM
1137
Hohimer Wealth Management
Washington
$6.27M -$580K -613 -8%
DAM
1138
Diamant Asset Management
Connecticut
$6.27M -$1.68M -1,780 -21%
FWP
1139
FAS Wealth Partners
Kansas
$6.25M +$242K +256 +4%
SM
1140
STF Management
Texas
$6.25M -$18.9K -20 -0.3%
BFS
1141
Bard Financial Services
Connecticut
$6.25M -$951K -1,005 -13%
RA
1142
RFG Advisory
Alabama
$6.23M -$27.4K -29 -0.4%
CWM
1143
Calamos Wealth Management
Illinois
$6.21M -$781K -826 -11%
WIC
1144
Woodmont Investment Counsel
Tennessee
$6.2M -$15.1K -16 -0.2%
PGWM
1145
Parisi Gray Wealth Management
New Jersey
$6.2M +$569K +602 +10%
CAG
1146
Csenge Advisory Group
Florida
$6.19M +$383K +385 +7%
GL
1147
GHE LLC
Tennessee
$6.14M -$141K -149 -2%
FNBT
1148
FineMark National Bank & Trust
Florida
$6.1M +$131K +139 +2%
NWM
1149
Northcape Wealth Management
New York
$6.1M -$244K -258 -4%
CI
1150
Conning Inc
Connecticut
$6.09M -$1.31M -1,387 -18%
44 45
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