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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 %
FBT
1451
First Bank & Trust
South Dakota
$3.88M – – –
CAI
1452
Capital Advisors Inc
Oklahoma
$3.88M +$131K +139 +4%
SAI
1453
Savvy Advisors Inc
New York
$3.88M +$620K +656 +19%
GSWM
1454
Golden State Wealth Management
California
$3.88M +$29.3K +31 +0.8%
MIM
1455
MTM Investment Management
South Carolina
$3.87M -$43K -45 -1%
FPW
1456
Fairvoy Private Wealth
Alabama
$3.86M -$322K -341 -8%
GC
1457
Garde Capital
Washington
$3.86M +$1.89K +2 +0%
GKWIM
1458
Gerber Kawasaki Wealth & Investment Management
California
$3.85M -$54.9K -58 -1%
OAM
1459
Oak Asset Management
California
$3.84M -$19.9K -21 -0.5%
BO
1460
Bank OZK
Arkansas
$3.84M +$392K +415 +11%
CWS
1461
Cypress Wealth Services
California
$3.84M +$153K +162 +4%
HIMS
1462
Hager Investment Management Services
New Hampshire
$3.84M -$116K -123 -3%
GAMC
1463
Garner Asset Management Corp
Texas
$3.83M -$514K -543 -12%
BWM
1464
BNC Wealth Management
Oregon
$3.83M -$2.44M -2,579 -39%
GCA
1465
Gallagher Capital Advisors
Texas
$3.83M -$9.46K -10 -0.2%
ICM
1466
IMS Capital Management
Oregon
$3.82M +$295K +312 +8%
MPW
1467
Monterey Private Wealth
California
$3.82M +$47.3K +50 +1%
LHC
1468
Little House Capital
Massachusetts
$3.81M +$569K +602 +18%
LA
1469
Legacy Advisors
Pennsylvania
$3.81M +$126K +133 +3%
JIR
1470
James Investment Research
Ohio
$3.8M +$12.3K +13 +0.3%
JFG
1471
Jefferies Financial Group
New York
$3.8M -$3.64M -3,851 -49%
PIA
1472
Perennial Investment Advisors
California
$3.8M +$225K +238 +6%
HA
1473
Huntleigh Advisors
Missouri
$3.8M +$149K +158 +4%
ACA
1474
Aspire Capital Advisors
Washington
$3.78M -$266K -281 -7%
CMI
1475
Clare Market Investments
Texas
$3.77M +$562K +594 +18%
57 58
59
60 61