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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 %
EAM
1176
EFG Asset Management
Oregon
$5.8M -$914K -966 -14%
GWCM
1177
Godshalk Welsh Capital Management
Pennsylvania
$5.8M -$183K -193 -3%
TWA
1178
TCI Wealth Advisors
Arizona
$5.79M +$244K +258 +4%
SIA
1179
Schechter Investment Advisors
Michigan
$5.79M -$1.63M -1,720 -22%
LI
1180
Lafayette Investments
Maryland
$5.79M -$166K -175 -3%
WR
1181
WD Rutherford
Oregon
$5.77M +$5.86K +6 +0.1%
ARC
1182
Advisor Resource Council
Texas
$5.77M +$5.77M +6,466 New
SNB
1183
Security National Bank
Nebraska
$5.76M +$4.98M +5,261 +638%
BONH
1184
Bank of New Hampshire
New Hampshire
$5.74M -$221K -234 -4%
EWA
1185
EverSource Wealth Advisors
Alabama
$5.72M -$4.42M -4,675 -44%
TH
1186
TCTC Holdings
Texas
$5.72M +$914K +966 +19%
HWAM
1187
Hennion & Walsh Asset Management
New Jersey
$5.72M +$923K +976 +19%
ADL
1188
Asset Dedication LLC
California
$5.71M -$172K -182 -3%
CLA
1189
Carnegie Lake Advisors
New Jersey
$5.7M -$94.6K -100 -2%
PMWMG
1190
Parr McKnight Wealth Management Group
Minnesota
$5.69M +$173K +183 +3%
BIA
1191
Beacon Investment Advisors
Maryland
$5.68M +$3.78K +4 +0.1%
CPIG
1192
Chicago Partners Investment Group
Illinois
$5.68M +$203K +202 +4%
AWM
1193
Avior Wealth Management
Nebraska
$5.66M -$246K -260 -4%
AIM
1194
Alhambra Investment Management
Florida
$5.65M -$107K -113 -2%
GS
1195
GTS Securities
New York
$5.64M +$187K +198 +3%
CAWM
1196
Capital Advisors Wealth Management
Washington
$5.62M -$47.3K -50 -0.8%
OCM
1197
Orleans Capital Management
Louisiana
$5.62M -$124K -131 -2%
WPC
1198
Wedmont Private Capital
Pennsylvania
$5.61M +$343K +356 +7%
MWM
1199
Mattern Wealth Management
Kansas
$5.6M +$169K +179 +3%
ST
1200
Somerset Trust
Pennsylvania
$5.6M -$43.5K -46 -0.8%
46 47
48
49 50