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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 %
SAM
1476
Strategy Asset Managers
California
$3.76M -$270K -286 -7%
PFGIA
1477
Patriot Financial Group Insurance Agency
Massachusetts
$3.75M +$175K +185 +5%
JWM
1478
Jessup Wealth Management
Ohio
$3.74M -$140K -148 -4%
AWA
1479
Arete Wealth Advisors
Illinois
$3.74M -$1.69M -1,786 -31%
BMCM
1480
Bryn Mawr Capital Management
Pennsylvania
$3.71M -$3.8M -4,012 -51%
RBI
1481
Raiffeisen Bank International
Austria
$3.7M -$830K -892 -18%
SAM
1482
Synergy Asset Management
Washington
$3.69M -$3.33M -3,521 -47%
PAM
1483
Peak Asset Management
Colorado
$3.69M -$346K -366 -9%
PS
1484
Pensionfund Sabic
Netherlands
$3.69M -$851K -900 -19%
BGC
1485
Beutel, Goodman & Co
Ontario, Canada
$3.68M +$3.68M +3,892 New
OFG
1486
Oxford Financial Group
Indiana
$3.68M -$332K -351 -8%
EHWM
1487
Eads & Heald Wealth Management
Georgia
$3.68M -$134K -142 -4%
CWAG
1488
Compton Wealth Advisory Group
Virginia
$3.67M -$294K -311 -7%
WCM
1489
Wisconsin Capital Management
Wisconsin
$3.67M -$378K -400 -9%
AIM
1490
Aigen Investment Management
New York
$3.66M +$2.77M +2,924 +309%
CIG
1491
Cairn Investment Group
Washington
$3.65M -$75.7K -80 -2%
IF
1492
Ironwood Financial
Arizona
$3.64M -$6.62K -7 -0.2%
CFA
1493
Capstone Financial Advisors
Illinois
$3.63M -$164K -173 -4%
MLL
1494
Moody Lynn & Lieberson
Massachusetts
$3.63M +$63.4K +67 +2%
LWMM
1495
Legacy Wealth Management (Mississippi)
Mississippi
$3.63M – – –
BG
1496
Bollard Group
Massachusetts
$3.62M +$3.78K +4 +0.1%
AL
1497
ACAS LLC
California
$3.61M +$36K +36 +1%
HW
1498
Hedeker Wealth
Illinois
$3.6M -$61.5K -65 -2%
NAMNJ
1499
NorthStar Asset Management (New Jersey)
New Jersey
$3.6M +$107K +113 +3%
CFO
1500
Callan Family Office
Pennsylvania
$3.58M -$8.58M -9,070 -71%
58 59
60
61 62