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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 %
BWM
1651
BigSur Wealth Management
Florida
$2.92M -$404K -427 -12%
WFC
1652
Western Financial Corp
California
$2.91M +$500K +529 +21%
MMPW
1653
Mitchell McLeod Pugh & Williams
Alabama
$2.9M +$10.4K +11 +0.4%
KA
1654
Klingman & Associates
New York
$2.9M -$18K -19 -0.6%
AC
1655
Apella Capital
Connecticut
$2.9M +$53.1K +55 +2%
LTAS
1656
Linden Thomas Advisory Services
North Carolina
$2.9M +$215K +227 +8%
MCC
1657
Money Concepts Capital
Florida
$2.9M -$60.5K -64 -2%
G
1658
GenTrust
Florida
$2.89M -$100K -106 -3%
NMG
1659
New Millennium Group
Utah
$2.89M -$136K -144 -4%
FIM
1660
FWL Investment Management
Texas
$2.89M -$28.4K -30 -1%
WCM
1661
Whitener Capital Management
North Carolina
$2.88M +$142K +150 +5%
CIG
1662
CHB Investment Group
Pennsylvania
$2.87M +$9.46K +10 +0.3%
CFS
1663
Commonwealth Financial Services
West Virginia
$2.87M -$2.84K -3 -0.1%
AO
1664
Advisor OS
Illinois
$2.87M +$212K +224 +8%
MSFP
1665
Mark Sheptoff Financial Planning
Connecticut
$2.85M – – –
GI
1666
GLOBALT Investments
Georgia
$2.85M -$657K -695 -19%
BP
1667
BBR Partners
New York
$2.85M -$143K -151 -5%
BI
1668
Ballast Inc
Kentucky
$2.84M +$51.1K +54 +2%
SACTSONJ
1669
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.84M – – –
WP
1670
Waycross Partners
Kentucky
$2.84M – – –
SA
1671
SRN Advisors
Pennsylvania
$2.83M -$81.3K -86 -3%
TTIC
1672
Tower Trust & Investment Company
Iowa
$2.83M +$2.83M +2,847 New
SFG
1673
SevenBridge Financial Group
Pennsylvania
$2.83M +$1.31M +1,294 +87%
RBFC
1674
Roman Butler Fullerton & Co
Missouri
$2.83M -$82K -84 -3%
ECM
1675
Exchange Capital Management
Michigan
$2.83M +$498K +527 +21%
65 66
67
68 69