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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 %
PCH
1301
PGIM Custom Harvest
New Jersey
$4.88M +$1.61M +1,700 +49%
BIM
1302
Brentview Investment Management
Illinois
$4.87M +$207K +219 +4%
SBIA
1303
Sheaff Brock Investment Advisors
Indiana
$4.87M +$94.6K +100 +2%
CF
1304
Centaurus Financial
California
$4.87M -$347K -367 -7%
FFM
1305
Forum Financial Management
Illinois
$4.87M +$217K +229 +5%
IB
1306
Intrust Bank
Kansas
$4.86M +$106K +112 +2%
BFIC
1307
Bedell Frazier Investment Counselling
California
$4.86M -$34K -36 -0.7%
CRI
1308
Commonwealth Retirement Investments
Virginia
$4.85M +$46.3K +49 +1%
CAM
1309
Claret Asset Management
Quebec, Canada
$4.85M -$4.69M -5,118 Closed
BAS
1310
Brueske Advisory Services
Washington
$4.84M -$356K -376 -7%
CFG
1311
Cooper Financial Group
California
$4.82M +$221K +234 +5%
DLA
1312
Douglas Lane & Associates
New York
$4.81M +$169K +179 +4%
WA
1313
WBH Advisory
Maryland
$4.8M -$366K -387 -7%
FIM
1314
Fruth Investment Management
Texas
$4.78M -$116K -123 -2%
SAM
1315
S.A. Mason
Michigan
$4.78M -$26.5K -28 -0.6%
ATWA
1316
Arbor Trust Wealth Advisors
Michigan
$4.76M -$185K -196 -4%
GFA
1317
Gifford Fong Associates
California
$4.74M – – –
RP
1318
Rowlandmiller & Partners
Georgia
$4.74M -$96.5K -102 -2%
A
1319
Argentarii
Ohio
$4.73M +$606K +641 +15%
CG
1320
Carmignac Gestion
France
$4.73M – – –
BDS
1321
Banco de Sabadell
Florida
$4.72M +$391K +413 +9%
TSMHT
1322
Thurston Springer Miller Herd & Titak
Indiana
$4.71M +$827K +874 +21%
WCM
1323
Weaver Capital Management
Georgia
$4.69M +$267K +282 +6%
SPC
1324
Spirepoint Private Client
Florida
$4.68M -$6.94M -7,341 -60%
BBI
1325
Baxter Bros Inc
Connecticut
$4.67M +$105K +111 +2%
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