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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 %
SGI
1201
Summit Global Investments
Utah
$5.59M -$1.26M -1,328 -18%
BRG
1202
Bay Rivers Group
Virginia
$5.57M +$85.1K +90 +2%
HCM
1203
Hall Capital Management
Rhode Island
$5.57M +$50.1K +53 +0.9%
SVWAG
1204
Sound View Wealth Advisors Group
Georgia
$5.56M -$98.4K -104 -2%
PCG
1205
PFC Capital Group
California
$5.56M -$150K -159 -3%
TC
1206
TAGStone Capital
North Carolina
$5.55M -$37.8K -40 -0.7%
QI
1207
Qtron Investments
Massachusetts
$5.55M +$499K +528 +10%
KWA
1208
Kingswood Wealth Advisors
California
$5.54M -$479K -506 -8%
TWP
1209
Tyche Wealth Partners
Texas
$5.54M -$620K -656 -10%
CWG
1210
Cornerstone Wealth Group
North Carolina
$5.53M -$99.3K -105 -2%
AIC
1211
Argus Investors Counsel
New York
$5.53M -$154K -163 -3%
KAM
1212
Knightsbridge Asset Management
California
$5.52M +$23.6K +25 +0.4%
FLI
1213
Family Legacy Inc
South Carolina
$5.52M -$231K -244 -4%
OIA
1214
Optimum Investment Advisors
Illinois
$5.52M -$203K -215 -4%
HIIFS
1215
Harel Insurance Investments & Financial Services
Israel
$5.51M -$1.24M -1,316 -18%
AAS
1216
Ameritas Advisory Services
Nebraska
$5.5M -$305K -328 -5%
HZ
1217
Hixon Zuercher
Ohio
$5.5M -$2M -2,114 -27%
APTFM
1218
AGUR Provident & Training Funds Management
Israel
$5.5M – – –
TC
1219
TFR Capital
Texas
$5.5M +$657K +695 +14%
SSWM
1220
Strait & Sound Wealth Management
California
$5.49M -$148K -156 -3%
RIM
1221
RW Investment Management
Idaho
$5.48M +$161K +170 +3%
LSA
1222
L & S Advisors
California
$5.47M -$2.26M -2,387 -29%
FWP
1223
Falcon Wealth Planning
California
$5.46M -$607K -642 -10%
SFM
1224
Signet Financial Management
New Jersey
$5.46M -$6.62K -7 -0.1%
TGAM
1225
TBH Global Asset Management
Tennessee
$5.45M +$462K +488 +9%
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