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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 %
SAIG
1426
Semper Augustus Investments Group
Colorado
$4.01M -$99.3K -105 -2%
NPF
1427
Norris Perne & French
Michigan
$4.01M -$634K -670 -14%
MAM
1428
MWA Asset Management
Massachusetts
$4M +$69K +73 +2%
DAM
1429
Doheny Asset Management
California
$4M +$35.9K +38 +0.9%
MMG
1430
Monetary Management Group
Missouri
$4M +$14.2K +15 +0.4%
WSA
1431
Warm Springs Advisors
California
$4M +$32.2K +34 +0.8%
NW
1432
Naviter Wealth
Arkansas
$4M +$18.6K +20 +0.5%
CWM
1433
Cordatus Wealth Management
Pennsylvania
$3.99M +$81.3K +86 +2%
GIC
1434
Generali Investments CEE
Czech Republic
$3.99M -$221K -234 -5%
EFG
1435
Everhart Financial Group
Ohio
$3.99M +$678K +717 +20%
DC
1436
DeDora Capital
California
$3.98M +$96.5K +102 +2%
CIP
1437
Capital Insight Partners
Arizona
$3.97M +$2.6M +2,746 +189%
Financial Engines Advisors
1438
Financial Engines Advisors
California
$3.97M +$595K +629 +18%
PA
1439
Prossimo Advisors
California
$3.96M -$14.2K -15 -0.4%
LGF
1440
LGT Group Foundation
Liechtenstein
$3.95M -$12.3M -12,991 -76%
CAM
1441
Covenant Asset Management
New Jersey
$3.94M -$107K -113 -3%
CV
1442
Counterweight Ventures
North Carolina
$3.94M +$77.6K +82 +2%
OFS
1443
OneAscent Financial Services
Alabama
$3.93M +$677K +714 +21%
NAM
1444
NTV Asset Management
West Virginia
$3.93M +$2.84K +3 +0.1%
SG
1445
Somerset Group
Minnesota
$3.92M +$168K +178 +4%
ET
1446
Equitable Trust
Tennessee
$3.91M -$92.7K -98 -2%
AFG
1447
ABLE Financial Group
Arizona
$3.91M -$7.57K -8 -0.2%
CAM
1448
Carret Asset Management
New York
$3.91M +$4.73K +5 +0.1%
RA
1449
Rational Advisors
New York
$3.89M +$424K +448 +12%
SCM
1450
SCS Capital Management
Massachusetts
$3.89M +$3.89M +4,116 New
56 57
58
59 60