COST icon

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 %
WFA
1676
Wellspring Financial Advisors
Ohio
$2.82M +$67.1K +71 +2%
AF
1677
Alerus Financial
North Dakota
$2.82M +$2.06M +2,178 +272%
AB
1678
ANB Bank
Colorado
$2.82M -$291K -308 -9%
IWA
1679
Icon Wealth Advisors
Texas
$2.81M +$53K +56 +2%
CW
1680
Channel Wealth
California
$2.81M -$39.7K -42 -1%
CPIA
1681
Cornell Pochily Investment Advisors
New York
$2.8M -$2.84K -3 -0.1%
FWM
1682
Forza Wealth Management
Florida
$2.79M -$120K -127 -4%
GLLW
1683
Graves Light Lenhart Wealth
Virginia
$2.79M -$71.9K -76 -3%
FNWM
1684
Financial Network Wealth Management
Utah
$2.79M +$946 +1 +0%
CWM
1685
Chemistry Wealth Management
New York
$2.78M -$20.8K -22 -0.7%
BB
1686
Busey Bank
Illinois
$2.78M -$137K -145 -5%
GP
1687
Greenline Partners
New York
$2.78M +$14.2K +15 +0.5%
CAMV
1688
Concord Asset Management (Virginia)
Virginia
$2.76M -$1.46M -1,496 -35%
WCF
1689
West Coast Financial
California
$2.76M -$566K -599 -17%
CB
1690
CNB Bank
Pennsylvania
$2.76M -$65.3K -69 -2%
DBRC
1691
D.B. Root & Company
Pennsylvania
$2.75M -$87K -92 -3%
KA
1692
Kovack Advisors
Florida
$2.75M -$1.74M -1,843 -39%
MLA
1693
My Legacy Advisors
Oregon
$2.74M +$292K +309 +12%
DA
1694
Drake & Associates
Wisconsin
$2.74M +$494K +522 +22%
TPCW
1695
TD Private Client Wealth
New York
$2.74M +$90.8K +96 +3%
BCCM
1696
Bridge Creek Capital Management
Massachusetts
$2.74M -$56.7K -60 -2%
III
1697
Independent Investors Inc
New York
$2.73M – – –
PP
1698
PDS Planning
Ohio
$2.73M +$225K +238 +9%
GIA
1699
Guyasuta Investment Advisors
Pennsylvania
$2.72M -$2.84K -3 -0.1%
PMIA
1700
Patrick Mauro Investment Advisor
Illinois
$2.72M -$84.2K -89 -3%
66 67
68
69 70