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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 %
RCM
1526
RMR Capital Management
California
$3.44M – – –
WAM
1527
Werlinich Asset Management
Connecticut
$3.43M – – –
JF
1528
Jericho Financial
Ohio
$3.43M +$166K +176 +5%
CCM
1529
Condor Capital Management
New Jersey
$3.43M -$1.06M -1,125 -24%
PCM
1530
Princeton Capital Management
New Jersey
$3.43M +$39.7K +42 +1%
SW
1531
Simplicity Wealth
New Jersey
$3.42M +$2.45M +2,591 +253%
CRWM
1532
Castle Rock Wealth Management
California
$3.41M -$307K -322 -8%
FIC
1533
FCG Investment Company
Tennessee
$3.4M +$410K +434 +14%
FAG
1534
Fortitude Advisory Group
Washington
$3.39M +$210K +217 +7%
FHWM
1535
Fox Hill Wealth Management
Massachusetts
$3.39M -$3M -3,174 -47%
TPW
1536
Turn8 Private Wealth
$3.38M -$30.3K -32 -0.9%
DL
1537
DOHJ LLC
Washington
$3.38M -$1.89K -2 -0.1%
OBGC
1538
O'Brien Greene & Co
Pennsylvania
$3.37M -$17K -18 -0.5%
NHC
1539
Nicholas Hoffman & Company
Georgia
$3.37M -$96.5K -102 -3%
CWM
1540
Centric Wealth Management
Illinois
$3.37M +$585K +619 +21%
AWM
1541
Atticus Wealth Management
Florida
$3.36M +$94.6K +100 +3%
BA
1542
BCM Advisors
Louisiana
$3.36M – – –
CPSC
1543
Carl P. Sherr & Co
Massachusetts
$3.36M – – –
EC
1544
Enhancing Capital
Pennsylvania
$3.35M +$3.78K +4 +0.1%
EWM
1545
Elmwood Wealth Management
California
$3.35M -$116K -123 -3%
BFA
1546
Benedict Financial Advisors
Georgia
$3.35M -$201K -213 -6%
CB
1547
Cadence Bank
Mississippi
$3.34M -$81.3K -86 -2%
WHC
1548
Wulff, Hansen & Co
California
$3.34M +$1.18M +1,249 +55%
F8IS
1549
Figure 8 Investment Strategies
Idaho
$3.34M -$857K -906 -20%
CCP
1550
Clarkston Capital Partners
Michigan
$3.34M -$163K -172 -5%
60 61
62
63 64