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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 %
MCA
1376
Martin Capital Advisors
Texas
$4.28M -$188K -199 -4%
CCM
1377
Connective Capital Management
California
$4.28M +$1.85M +1,955 +76%
CC
1378
Constitution Capital
Connecticut
$4.28M +$1.29M +1,364 +43%
CPSAC
1379
Chas P. Smith & Associates (CPS)
Florida
$4.27M -$40.1M -42,378 -90%
CWM
1380
Cornerstone Wealth Management
Missouri
$4.27M -$84.2K -89 -2%
FBFS
1381
First Business Financial Services
Wisconsin
$4.26M +$310K +328 +8%
MFS
1382
Monetta Financial Services
Illinois
$4.26M – – –
BIG
1383
Brooklyn Investment Group
New York
$4.26M +$1.17M +1,235 +38%
AIM
1384
Allen Investment Management
New York
$4.25M +$2.72M +2,880 +178%
CAAS
1385
Capital Asset Advisory Services
Michigan
$4.25M +$78.2K +81 +2%
KHLMTHM
1386
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.24M – – –
HA
1387
Harfst & Associates
Wyoming
$4.24M -$98.4K -104 -2%
XF
1388
XML Financial
Maryland
$4.24M +$236K +249 +6%
BCM
1389
Berbice Capital Management
New York
$4.24M +$33.1K +35 +0.8%
OPW
1390
Osprey Private Wealth
New York
$4.22M +$369K +390 +10%
CI
1391
Cigna Investments
Connecticut
$4.22M -$71.9K -76 -2%
MCM
1392
MV Capital Management
Maryland
$4.22M +$166K +176 +4%
MA
1393
Mezzasalma Advisors
New Jersey
$4.21M +$317K +335 +8%
DFA
1394
Delta Financial Advisors
Louisiana
$4.2M +$35K +37 +0.8%
SWMG
1395
Stillwater Wealth Management Group
Florida
$4.2M +$167K +177 +4%
RCIM
1396
Red Cedar Investment Management
Michigan
$4.19M – – –
MAWA
1397
Moss Adams Wealth Advisors
Washington
$4.19M +$367K +388 +10%
EFS
1398
Essex Financial Services
Connecticut
$4.18M -$151K -160 -3%
VIA
1399
Vickerman Investment Advisors
Washington
$4.18M -$36.9K -39 -0.9%
SGM
1400
Skye Global Management
Florida
$4.16M – – –
54 55
56
57 58