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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 %
RGF
1701
Retirement Guys Formula
Ohio
$2.72M +$223K +236 +9%
WWM
1702
WT Wealth Management
Arizona
$2.72M -$121K -128 -4%
MSFS
1703
Main Street Financial Solutions
Pennsylvania
$2.71M -$918K -971 -25%
GAM
1704
Grandview Asset Management
Pennsylvania
$2.71M +$20.8K +22 +0.8%
VCP
1705
Vista Capital Partners
Oregon
$2.69M -$33.1K -35 -1%
AA
1706
Armis Advisers
Georgia
$2.69M +$1.75M +1,806 +188%
CWP
1707
Core Wealth Partners
California
$2.67M +$150K +159 +6%
CFA
1708
Camarda Financial Advisors
Florida
$2.67M -$131K -138 -5%
LRIA
1709
Leonard Rickey Investment Advisors
Washington
$2.67M -$306K -313 -10%
AG
1710
AmeriFlex Group
Nevada
$2.67M +$18.9K +20 +0.7%
STAS
1711
Strong Tower Advisory Services
Minnesota
$2.67M +$61.7K +68 +2%
CC
1712
Commons Capital
Massachusetts
$2.67M -$52K -55 -2%
PCA
1713
Prosperity Capital Advisors
Ohio
$2.66M +$395K +414 +17%
BOM
1714
Bank of Marin
California
$2.66M -$180K -190 -6%
FWA
1715
FSM Wealth Advisors
Ohio
$2.66M -$319K -337 -11%
MPPW
1716
Mitchell & Pahl Private Wealth
Oklahoma
$2.66M -$24.6K -26 -0.9%
AWAG
1717
ARS Wealth Advisors Group
Florida
$2.66M +$52K +55 +2%
CWP
1718
Concord Wealth Partners
Virginia
$2.65M -$1.43M -1,510 -35%
CM
1719
Castleark Management
Illinois
$2.65M – – –
ZIC
1720
ZWJ Investment Counsel
Georgia
$2.64M -$369K -390 -12%
PCP
1721
Proficio Capital Partners
Massachusetts
$2.63M +$71.2K +75 +3%
NF
1722
Nvest Financial
New Hampshire
$2.63M +$32.2K +34 +1%
TWM
1723
Tradition Wealth Management
Minnesota
$2.63M +$16.1K +17 +0.6%
OSNBOA
1724
Old Second National Bank of Aurora
Illinois
$2.63M -$1.19M -1,259 -31%
AFS
1725
Aft Forsyth & Sober
Florida
$2.62M – – –
67 68
69
70 71