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 %
KCM
1401
Kathmere Capital Management
Pennsylvania
$4.15M +$15.1K +16 +0.4%
SA
1402
Strategic Advisors
New York
$4.15M +$12.3K +13 +0.3%
EW
1403
Elyxium Wealth
California
$4.14M +$1.44M +1,527 +54%
NFSG
1404
Newbridge Financial Services Group
Florida
$4.14M +$128K +135 +3%
MWA
1405
Moser Wealth Advisors
Washington
$4.14M +$160K +169 +4%
TWM
1406
TriaGen Wealth Management
California
$4.13M -$4.73K -5 -0.1%
EP
1407
Edgestream Partners
New Jersey
$4.13M -$942K -996 -19%
WHCI
1408
W.H. Cornerstone Investments
Massachusetts
$4.13M -$1.13M -1,191 -21%
SN
1409
Sittner & Nelson
Oregon
$4.13M +$7.57K +8 +0.2%
SC
1410
Saturna Capital
Washington
$4.13M – – –
GPA
1411
Garrison Point Advisors
California
$4.12M -$116K -123 -3%
IIC
1412
Ironwood Investment Counsel
Arizona
$4.12M -$251K -265 -6%
BCM
1413
Bridgeway Capital Management
Texas
$4.11M -$1.15M -1,220 -22%
SQA
1414
Simon Quick Advisors
New Jersey
$4.1M +$788K +833 +24%
BWP
1415
Burling Wealth Partners
Illinois
$4.1M +$35K +37 +0.9%
JIC
1416
Joel Isaacson & Co
New York
$4.1M +$504K +533 +14%
TCM
1417
Traynor Capital Management
Pennsylvania
$4.07M +$184K +195 +5%
UB
1418
Umpqua Bank
Oregon
$4.07M -$191K -202 -4%
LCM
1419
Legato Capital Management
California
$4.07M +$1.95M +2,057 +92%
JIP
1420
Jaffetilchin Investment Partners
Florida
$4.06M +$81.3K +86 +2%
BWA
1421
Blodgett Wealth Advisors
California
$4.06M -$63.4K -67 -2%
IIM
1422
Illumine Investment Management
Washington
$4.05M -$53K -56 -1%
BC
1423
Burney Company
Virginia
$4.03M +$71.9K +76 +2%
RFN
1424
RDA Financial Network
Iowa
$4.03M +$236K +249 +6%
PMAM
1425
Picton Mahoney Asset Management
Ontario, Canada
$4.02M +$4.02M +4,246 New
55 56
57
58 59