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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 %
GWM
1601
Graybill Wealth Management
Illinois
$3.1M +$3.1M +3,273 New
WAS
1602
Winch Advisory Services
Wisconsin
$3.09M +$34.1K +36 +1%
PFG
1603
Prosperity Financial Group
California
$3.09M +$10.4K +11 +0.3%
TAP
1604
Tounjian Advisory Partners
Florida
$3.09M +$3.09M +3,270 New
RA
1605
Rockingstone Advisors
Massachusetts
$3.09M +$43.5K +46 +1%
CIC
1606
Crawford Investment Counsel
Georgia
$3.08M +$99.3K +105 +3%
ACM
1607
Alpha Capital Management
Texas
$3.08M +$1.89K +2 +0.1%
COI
1608
Connable Office Inc
Michigan
$3.08M -$505K -534 -14%
SIS
1609
Strategic Investment Solutions
Illinois
$3.08M +$1.89K +2 +0.1%
MCM
1610
Manchester Capital Management
Vermont
$3.08M +$119K +126 +4%
GCM
1611
Geneva Capital Management
Wisconsin
$3.07M -$53K -56 -2%
HC
1612
Hendley & Co
Ohio
$3.07M -$14.2K -15 -0.5%
BWA
1613
Bordeaux Wealth Advisors
California
$3.06M +$125K +132 +4%
NS
1614
Night Squared
New York
$3.05M +$3.05M +3,230 New
CMS
1615
Capital Market Strategies
Florida
$3.05M -$69K -73 -2%
DFG
1616
Delta Financial Group
New Jersey
$3.05M +$536K +579 +21%
WCFA
1617
Walkner Condon Financial Advisors
Wisconsin
$3.04M -$106K -112 -3%
HNWAG
1618
High Net Worth Advisory Group
Florida
$3.04M – – –
NL
1619
NVWM LLC
Pennsylvania
$3.03M +$7.57K +8 +0.3%
ITC
1620
Inspire Trust Company
Nevada
$3.03M +$284K +300 +10%
PWS
1621
Precision Wealth Strategies
Missouri
$3.03M +$376K +398 +14%
GSEP
1622
Golden State Equity Partners
California
$3.01M -$26.5K -28 -0.9%
JCM
1623
Jacobi Capital Management
Pennsylvania
$3.01M +$12.3K +13 +0.4%
WCM
1624
Washburn Capital Management
Florida
$3M +$32.2K +34 +1%
PL
1625
Plancorp LLC
Missouri
$2.99M +$148K +156 +5%
63 64
65
66 67