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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 %
MFG
1626
Mainsail Financial Group
Washington
$2.99M +$105K +111 +4%
SHFA
1627
SS&H Financial Advisors
Michigan
$2.98M +$945 +1 +0%
AWA
1628
Aaron Wealth Advisors
Illinois
$2.98M +$149K +158 +5%
GAA
1629
Global Assets Advisory
Florida
$2.98M +$1.96M +2,084 +194%
AWM
1630
Aviso Wealth Management
Washington
$2.98M +$181K +191 +6%
IIA
1631
IPG Investment Advisors
California
$2.98M -$1.44M -1,521 -33%
OWP
1632
Obermeyer Wealth Partners
Colorado
$2.98M +$354K +374 +13%
BIG
1633
Brookwood Investment Group
Arizona
$2.97M +$2.97M +3,143 New
AA
1634
Advisory Alpha
Michigan
$2.97M +$24.6K +26 +0.8%
WMP
1635
Wealth Management Partners
Arizona
$2.97M +$13.2K +14 +0.4%
TCA
1636
Transcend Capital Advisors
New Jersey
$2.97M -$28.4K -30 -0.9%
SA
1637
Seneschal Advisors
Washington
$2.96M -$121K -128 -4%
NI
1638
Natural Investments
California
$2.96M +$47.3K +50 +2%
HCCM
1639
Hudson Canyon Capital Management
New York
$2.96M -$216K -228 -7%
CIAS
1640
Capital Investment Advisory Services
North Carolina
$2.95M +$526K +556 +22%
SFS
1641
Strategic Financial Services
New York
$2.95M +$11.3K +12 +0.4%
RCM
1642
RNC Capital Management
California
$2.94M -$143K -151 -5%
NS
1643
NBC Securities
Alabama
$2.94M +$2.94M +3,108 +103,600%
NG
1644
Norden Group
Utah
$2.94M -$46.4K -49 -2%
SW
1645
Solidarity Wealth
Utah
$2.94M +$2.09M +2,213 +247%
TC
1646
Truvestments Capital
Florida
$2.94M -$179K -189 -6%
CSC
1647
Caldwell Sutter Capital
California
$2.94M -$107K -113 -4%
AIMCA
1648
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.93M +$378K +400 +15%
CPA
1649
Capital Performance Advisors
California
$2.93M +$1.7M +1,794 +138%
LCG
1650
Lakeshore Capital Group
Illinois
$2.93M +$64.3K +68 +2%
64 65
66
67 68