COST icon

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 %
ZI
1326
ZEGA Investments
Florida
$4.67M +$232K +245 +5%
SB
1327
Strategic Blueprint
Georgia
$4.66M -$40.7K -43 -0.9%
CA
1328
Continuum Advisory
Idaho
$4.66M +$547K +578 +13%
ABLA
1329
Alan B. Lancz & Associates
Ohio
$4.66M -$18.9K -20 -0.4%
AGA
1330
Accuvest Global Advisors
Utah
$4.66M +$4.66M +4,924 New
1C
1331
111 Capital
France
$4.64M -$425K -449 -8%
TC
1332
Tsai Capital
New York
$4.64M -$403K -426 -8%
PFM
1333
Patton Fund Management
Texas
$4.63M -$1.38M -1,455 -23%
HCM
1334
Highview Capital Management
Illinois
$4.63M +$82.3K +87 +2%
KC
1335
Kadensa Capital
Hong Kong
$4.63M +$4.63M +4,899 New
LM
1336
Lincluden Management
Ontario, Canada
$4.6M -$162K -171 -3%
SLI
1337
Sumitomo Life Insurance
Japan
$4.59M -$70K -74 -2%
MCM
1338
McDonough Capital Management
Florida
$4.57M +$333K +352 +8%
LA
1339
LM Advisors
California
$4.56M -$16.1K -17 -0.4%
ANTB
1340
AMG National Trust Bank
Colorado
$4.56M +$349K +369 +8%
NPA
1341
Nichols & Pratt Advisers
Massachusetts
$4.55M -$350K -370 -7%
LTI
1342
Laffer Tengler Investments
Tennessee
$4.55M -$1.29M -1,369 -22%
JWCA
1343
J.W. Coons Advisors
Ohio
$4.54M -$113K -120 -2%
RWB
1344
RMR Wealth Builders
New Jersey
$4.53M +$7.57K +8 +0.2%
SIA
1345
Schear Investment Advisers
Ohio
$4.53M +$18K +19 +0.4%
CCMW
1346
Cypress Capital Management (Wyoming)
Wyoming
$4.53M -$114K -121 -2%
FA
1347
Faithward Advisors
Pennsylvania
$4.52M -$108K -114 -2%
ACM
1348
Ardent Capital Management
Ohio
$4.52M +$464K +491 +11%
OAM
1349
Ostrum Asset Management
France
$4.46M +$1.54M +1,633 +53%
JF
1350
JSF Financial
California
$4.46M +$292K +309 +7%
52 53
54
55 56