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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 %
RIA
1251
Regal Investment Advisors
Michigan
$5.23M -$136K -144 -3%
LOIM
1252
Liberty One Investment Management
Illinois
$5.22M +$65.3K +69 +1%
LFAS
1253
Level Four Advisory Services
Texas
$5.2M +$44.5K +47 +0.9%
XSC
1254
X-Square Capital
Puerto Rico
$5.2M +$143K +151 +3%
PTC
1255
Private Trust Company
Ohio
$5.18M +$254K +269 +5%
PPW
1256
Parcion Private Wealth
Washington
$5.17M +$147K +155 +3%
PHIC
1257
Pine Haven Investment Counsel
Massachusetts
$5.17M -$65.3K -69 -1%
HFS
1258
Hantz Financial Services
Michigan
$5.16M -$74.7K -79 -1%
TPWA
1259
TRUE Private Wealth Advisors
Oregon
$5.15M +$62.4K +66 +1%
CCM
1260
Cohen Capital Management
California
$5.14M – – –
MWAM
1261
Manhattan West Asset Management
California
$5.14M +$394K +417 +8%
MPWS
1262
McCarter Private Wealth Services
Massachusetts
$5.13M -$206K -218 -4%
SIM
1263
Stratos Investment Management
Ohio
$5.13M +$195K +206 +4%
HI
1264
Harrington Investments
California
$5.12M +$131K +138 +3%
TRIA
1265
Trail Ridge Investment Advisors
Colorado
$5.12M -$107K -113 -2%
IAS
1266
Insigneo Advisory Services
Florida
$5.12M +$458K +484 +10%
GIM
1267
Grassi Investment Management
California
$5.12M +$239K +253 +5%
EWA
1268
Encompass Wealth Advisors
Oregon
$5.11M +$68.1K +72 +1%
SC
1269
Sepio Capital
Utah
$5.11M +$151K +160 +3%
HIS
1270
Harvest Investment Services
Illinois
$5.08M -$1.08M -1,140 -18%
DTC
1271
Davidson Trust Company
Washington
$5.08M -$266K -281 -5%
PWMAG
1272
Pinnacle Wealth Management Advisory Group
New Jersey
$5.08M +$96.5K +102 +2%
GCM
1273
Graham Capital Management
Connecticut
$5.07M +$5.07M +5,359 New
RCA
1274
Resonant Capital Advisors
Wisconsin
$5.07M -$143K -151 -3%
MIA
1275
MMBG Investment Advisors
Florida
$5.06M +$1.54M +1,630 +44%
49 50
51
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