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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 %
NFG
1501
Nadler Financial Group
Illinois
$3.56M +$218K +231 +7%
LC
1502
Lindbrook Capital
California
$3.55M -$154K -163 -4%
JWM
1503
JGP Wealth Management
Oregon
$3.55M -$18.9K -20 -0.5%
BCA
1504
Bay Colony Advisors
Massachusetts
$3.54M +$47.4K +51 +1%
OPW
1505
Oxler Private Wealth
New York
$3.54M +$3.78K +4 +0.1%
VCP
1506
Verus Capital Partners
Arizona
$3.53M +$366K +387 +12%
FFS
1507
Founders Financial Securities
Maryland
$3.53M +$49.9K +51 +1%
AWM
1508
Arista Wealth Management
Nevada
$3.53M +$161K +170 +5%
GAG
1509
GM Advisory Group
New York
$3.52M +$36.9K +39 +1%
PWS
1510
Peloton Wealth Strategists
Indiana
$3.5M +$30.3K +32 +0.9%
AF
1511
Arrow Financial
New York
$3.5M -$1.35M -1,430 -28%
NSB
1512
Norway Savings Bank
Maine
$3.49M -$13.2K -14 -0.4%
SCP
1513
Sivia Capital Partners
California
$3.49M -$18.9K -20 -0.5%
AWM
1514
Aries Wealth Management
Maine
$3.49M +$132K +140 +4%
ACP
1515
Aviance Capital Partners
Florida
$3.49M +$23.6K +25 +0.7%
BMC
1516
Beaton Management Company
Massachusetts
$3.48M -$47.3K -50 -1%
GWM
1517
GSB Wealth Management
Connecticut
$3.47M -$115K -122 -3%
NAS
1518
Nicolet Advisory Services
Wisconsin
$3.47M +$73.3K +76 +2%
PTP
1519
Platform Technology Partners
New York
$3.47M -$37.8K -40 -1%
BAM
1520
Bell Asset Management
Australia
$3.46M -$57.7K -61 -2%
DCM
1521
Decatur Capital Management
Georgia
$3.45M +$6.62K +7 +0.2%
VWM
1522
Venturi Wealth Management
Texas
$3.45M +$62.4K +66 +2%
SHGA
1523
Sand Hill Global Advisors
California
$3.44M -$34.1K -36 -1%
BWM
1524
BlackDiamond Wealth Management
New York
$3.44M -$52.4K -52 -1%
FNC
1525
First National Corp
Massachusetts
$3.44M +$70.9K +75 +2%
59 60
61
62 63