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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 %
GEA
1576
Glen Eagle Advisors
New Jersey
$3.23M -$265K -280 -8%
TNAM
1577
Terra Nova Asset Management
New York
$3.22M +$30.3K +32 +0.9%
FCM
1578
Fairbanks Capital Management
California
$3.22M -$15.1K -16 -0.5%
FPCP
1579
Fort Point Capital Partners
California
$3.21M +$92.7K +98 +3%
SBWIC
1580
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.21M +$31.2K +33 +1%
BLC
1581
Brown, Lisle/Cummings
Rhode Island
$3.21M +$92.7K +98 +3%
TPM
1582
Triasima Portfolio Management
Quebec, Canada
$3.21M -$141K -149 -4%
AIS
1583
AM Investment Strategies
Tennessee
$3.2M +$4.73K +5 +0.1%
MPA
1584
Marvin & Palmer Associates
Delaware
$3.19M -$255K -270 -7%
IA
1585
Insight Advisors
Pennsylvania
$3.19M +$81.4K +86 +3%
MCC
1586
Malaga Cove Capital
California
$3.19M +$8.51K +9 +0.3%
SWA
1587
SFMG Wealth Advisors
Texas
$3.19M -$3.78K -4 -0.1%
PF
1588
Prosperitas Financial
California
$3.18M +$134K +142 +4%
PPWP
1589
Premier Path Wealth Partners
New Jersey
$3.17M -$76.6K -81 -2%
OP
1590
ORG Partners
Indiana
$3.16M -$95.4K -100 -3%
FCB
1591
First County Bank
Connecticut
$3.16M -$11.3K -12 -0.4%
IA
1592
IFC Advisors
California
$3.16M -$17K -18 -0.5%
SIA
1593
Soltis Investment Advisors
Utah
$3.15M +$165K +174 +6%
FCA
1594
Fortis Capital Advisors
Kansas
$3.14M -$1.47M -1,556 -32%
CCG
1595
Chatham Capital Group
Georgia
$3.14M +$1.44M +1,518 +84%
WC
1596
Westhampton Capital
North Carolina
$3.13M +$74.7K +79 +2%
WI
1597
Westbourne Investments
Virginia
$3.13M -$108K -114 -3%
MS
1598
Maven Securities
Jersey
$3.12M +$1.95M +2,057 +166%
PCM
1599
Pointe Capital Management
Michigan
$3.11M -$157K -166 -5%
GL
1600
Graypoint LLC
New York
$3.1M +$55.8K +59 +2%
62 63
64
65 66