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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 %
HPC
1551
HM Payson & Co
Maine
$3.33M +$40.7K +43 +1%
WP
1552
WealthShield Partners
North Carolina
$3.32M -$631K -667 -16%
ACM
1553
Allred Capital Management
Texas
$3.32M -$20.8K -22 -0.6%
SWM
1554
Sculati Wealth Management
Michigan
$3.31M -$103K -109 -3%
SA
1555
SoundView Advisors
Washington
$3.31M -$2.31M -2,441 -41%
DAM
1556
Deltec Asset Management
New York
$3.3M – – –
ECM
1557
Eisler Capital Management
United Kingdom
$3.29M +$1.03M +1,094 +46%
SFP
1558
Shepherd Financial Partners
Massachusetts
$3.29M +$124K +131 +4%
GWMIA
1559
Global Wealth Management Investment Advisory
Florida
$3.28M +$202K +214 +7%
KF
1560
KKM Financial
Illinois
$3.28M -$555K -587 -14%
RIA
1561
Realta Investment Advisors
Delaware
$3.28M -$115K -122 -3%
PFA
1562
Peak Financial Advisors
Colorado
$3.28M -$12.3K -13 -0.4%
4WM
1563
44 Wealth Management
Oregon
$3.27M -$23.6K -25 -0.7%
FGA
1564
Fortis Group Advisors
New Jersey
$3.27M -$1.17M -1,241 -26%
BIA
1565
Baer Investment Advisory
California
$3.27M +$1.42M +1,050 +77%
MIA
1566
MeadowBrook Investment Advisors
Michigan
$3.27M -$3.78K -4 -0.1%
WP
1567
Westmount Partners
California
$3.27M -$404K -427 -11%
GFP
1568
Gryphon Financial Partners
Ohio
$3.26M +$282K +298 +9%
SI
1569
Sava Infond
Slovenia
$3.25M -$364K -385 -10%
WBC
1570
West Branch Capital
Massachusetts
$3.25M +$410K +433 +14%
CAM
1571
Centre Asset Management
New York
$3.25M +$3.25M +3,431 New
CP
1572
Capital Planning
Washington
$3.24M -$311K -329 -9%
HCM
1573
Hodges Capital Management
Texas
$3.24M +$1.11M +1,173 +52%
AFC
1574
AFT Forsyth & Company
Florida
$3.24M – – –
WA
1575
Wealth Alliance
New York
$3.23M +$2.01M +2,122 +164%
61 62
63
64 65