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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 %
PB
1276
Pinnacle Bancorp
Nebraska
$5.06M -$49.2K -52 -1%
FWM
1277
Forefront Wealth Management
Pennsylvania
$5.05M -$17K -18 -0.3%
SAG
1278
SageView Advisory Group
California
$5.05M -$19.9K -21 -0.4%
AF
1279
Advisornet Financial
Minnesota
$5.02M +$149K +158 +3%
IPW
1280
Inlet Private Wealth
Florida
$5.01M -$70.9K -75 -1%
TCPG
1281
Trivant Custom Portfolio Group
California
$5.01M -$53K -56 -1%
LFP
1282
Leeward Financial Partners
Washington
$5.01M +$324K +343 +7%
EWM
1283
Elite Wealth Management
Washington
$5M -$901K -953 -15%
ACM
1284
Alcosta Capital Management
California
$5M -$52K -55 -1%
CCIA
1285
Cherry Creek Investment Advisors
Colorado
$4.99M -$319K -337 -6%
AFA
1286
Allium Financial Advisors
Oregon
$4.98M +$4.98M +5,269 New
EFM
1287
Eley Financial Management
Vermont
$4.97M -$84.9K -89 -2%
AC
1288
Arjuna Capital
North Carolina
$4.97M -$814K -861 -14%
SIG
1289
Sargent Investment Group
Maryland
$4.97M +$116K +123 +2%
LBWM
1290
Left Brain Wealth Management
Illinois
$4.96M -$52K -55 -1%
GSB
1291
Greenfield Savings Bank
Massachusetts
$4.95M -$78.5K -83 -2%
SLG
1292
Stanley-Laman Group
Pennsylvania
$4.94M -$437K -462 -8%
VA
1293
VestGen Advisors
Illinois
$4.92M +$4.92M +5,206 New
CCA
1294
Catalyst Capital Advisors
New York
$4.92M -$326K -345 -6%
BFPW
1295
BOK Financial Private Wealth
Colorado
$4.92M -$11.3K -12 -0.2%
SDWIA
1296
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.91M -$150K -159 -3%
CWP
1297
Cyndeo Wealth Partners
Florida
$4.91M +$15.1K +16 +0.3%
AC
1298
Avestar Capital
New York
$4.91M +$557K +589 +13%
BFA
1299
Beaumont Financial Advisors
Massachusetts
$4.89M +$134K +142 +3%
MCP
1300
Mirador Capital Partners
California
$4.88M +$502K +531 +11%
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