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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 %
EFH
1226
Eaton Financial Holdings
Florida
$5.44M +$5.21M +5,513 +2,259%
MFS
1227
Madrona Financial Services
Washington
$5.44M -$41.6K -44 -0.8%
CCFM
1228
Clear Creek Financial Management
Washington
$5.43M +$514K +543 +10%
SFG
1229
Snider Financial Group
Washington
$5.42M -$372K -393 -6%
RCG
1230
Regatta Capital Group
California
$5.41M +$219K +232 +4%
GPFA
1231
Game Plan Financial Advisors
Ohio
$5.4M -$326K -345 -6%
TNBTD
1232
Trustmark National Bank Trust Department
Mississippi
$5.39M +$588K +622 +12%
IPAM
1233
ICICI Prudential Asset Management
India
$5.38M -$71.9K -76 -1%
RWA
1234
Roberts Wealth Advisors
California
$5.38M -$46.3K -49 -0.9%
BCM
1235
Blume Capital Management
California
$5.38M -$538K -569 -9%
HT
1236
Headlands Technologies
Illinois
$5.38M +$3.18M +3,363 +145%
NHT
1237
New Hampshire Trust
New Hampshire
$5.38M -$357K -377 -6%
ACS
1238
Archford Capital Strategies
Illinois
$5.36M +$228K +241 +4%
PP
1239
Patron Partners
Texas
$5.36M +$203K +215 +4%
MNBTD
1240
Moody National Bank Trust Division
Texas
$5.35M -$35K -37 -0.7%
GS
1241
GWN Securities
Florida
$5.33M +$3.2M +3,255 +150%
RBC
1242
Romano Brothers & Co
Illinois
$5.32M +$20.8K +22 +0.4%
UBG
1243
United Bank (Georgia)
Georgia
$5.31M -$785K -830 -13%
BMC
1244
Benin Management Corp
Connecticut
$5.31M -$176K -186 -3%
HDA
1245
Harold Davidson & Associates
California
$5.28M -$64.3K -68 -1%
IIA
1246
ICW Investment Advisors
Arizona
$5.26M -$35K -37 -0.7%
IWA
1247
IBEX Wealth Advisors
New Jersey
$5.26M +$283K +299 +6%
PWP
1248
Principle Wealth Partners
Connecticut
$5.24M -$180K -190 -3%
CNC
1249
Citizens & Northern Corp
Pennsylvania
$5.24M -$30.3K -32 -0.6%
HIA
1250
Harbor Investment Advisory
Maryland
$5.23M -$136K -144 -3%