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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 %
SFI
1351
Susquehanna Fundamental Investments
Pennsylvania
$4.45M -$3.37M -3,560 -43%
AA
1352
Aire Advisors
California
$4.45M -$16.1K -17 -0.4%
TF
1353
Telligent Fund
Hong Kong
$4.45M +$189K +200 +4%
BWP
1354
Balboa Wealth Partners
Arizona
$4.44M -$127K -134 -3%
CAM
1355
Columbia Asset Management
Michigan
$4.43M -$210K -222 -5%
FPF
1356
First Pacific Financial
Washington
$4.42M -$428K -452 -9%
GD
1357
Grandfield & Dodd
New York
$4.41M -$33.1K -35 -0.7%
BFF
1358
Byrne Financial Freedom
Massachusetts
$4.41M +$32.2K +34 +0.7%
GI
1359
GS Investments
Minnesota
$4.4M -$454K -480 -9%
AB
1360
Atlas Brown
Kentucky
$4.39M +$3.78K +4 +0.1%
GRQ
1361
Gardner Russo & Quinn
Pennsylvania
$4.39M -$719K -760 -14%
SCM
1362
SOL Capital Management
Maryland
$4.38M +$261K +276 +6%
PWCM
1363
Processus Wealth & Capital Management
Tennessee
$4.38M +$51.1K +54 +1%
FMB
1364
Field & Main Bank
Kentucky
$4.37M -$206K -218 -5%
PCTC
1365
Perkins Coie Trust Company
Washington
$4.36M -$17K -18 -0.4%
AWA
1366
Alta Wealth Advisors
Massachusetts
$4.35M -$7.57K -8 -0.2%
IP
1367
Ignite Planners
California
$4.35M +$318K +318 +8%
IRAG
1368
Investment Research & Advisory Group
Georgia
$4.34M +$127K +134 +3%
OL
1369
one8zero8 LLC
North Carolina
$4.31M +$281K +297 +7%
BFW
1370
Brady Family Wealth
Missouri
$4.31M -$71.9K -76 -2%
FDS
1371
Freedom Day Solutions
Texas
$4.31M -$419K -443 -9%
WA
1372
Wambolt & Associates
Colorado
$4.3M -$385K -403 -8%
GIM
1373
Guardian Investment Management
California
$4.3M -$626K -662 -13%
WF
1374
Wayfinding Financial
Washington
$4.29M -$8.51K -9 -0.2%
SSWM
1375
Sheets Smith Wealth Management
North Carolina
$4.29M -$3.78K -4 -0.1%
53 54
55
56 57