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Costco
COST

Overview Fund Activity

3,889 hedge funds and large institutions have $282B invested in Costco in 2025 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 1,575 increasing their positions, 1,661 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,889
Holders Change
+8
Holders Change %
+0.21%
% 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
204
Increased
1,575
Reduced
1,661
Closed
121
Calls
$7.27B
Puts
$9.66B
Net Calls
-$2.39B
Net Calls Change
+$776M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$40.3B
2
Marshall Wace
Marshall Wace
United Kingdom
$516M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$9.55B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$768M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$461M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.18B
2
CWG
C WorldWide Group
Denmark
$0
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$300M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.63B
5
Goldman Sachs
Goldman Sachs
New York
$2.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$185M -$32.2M -33,982 -15%
DWA
152
Douglass Winthrop Advisors
New York
$184M -$9.58M -10,131 -5%
TG
153
TCW Group
California
$182M -$1.69M -1,787 -0.9%
Lord, Abbett & Co
154
Lord, Abbett & Co
New Jersey
$178M -$24.9M -26,308 -12%
Jane Street
155
Jane Street
New York
$175M +$132M +139,631 +306%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$171M +$3.77M +3,989 +2%
Massachusetts Financial Services
157
Massachusetts Financial Services
Massachusetts
$171M -$14.9M -15,766 -8%
TWC
158
TD Waterhouse Canada
Ontario, Canada
$171M +$20K +21 +0%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$168M +$15.5M +16,347 +10%
RAM
160
Resona Asset Management
Japan
$168M +$9.66M +10,234 +6%
Empower Advisory Group
161
Empower Advisory Group
Colorado
$167M -$49.2K -52 -0%
SOMRS
162
State of Michigan Retirement System
Michigan
$166M +$189K +200 +0.1%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$164M +$31M +32,766 +23%
Toronto Dominion Bank
164
Toronto Dominion Bank
Ontario, Canada
$163M +$39M +41,270 +32%
Acadian Asset Management
165
Acadian Asset Management
Massachusetts
$162M -$182M -192,006 -53%
Jacobs Levy Equity Management
166
Jacobs Levy Equity Management
New Jersey
$159M +$120M +127,376 +315%
WF
167
Welch & Forbes
Massachusetts
$157M -$2.03M -2,149 -1%
SEI Investments
168
SEI Investments
Pennsylvania
$156M +$7.93M +8,388 +5%
MSV
169
MN Services Vermogensbeheer
Netherlands
$154M -$11.5M -12,200 -7%
Mackenzie Financial
170
Mackenzie Financial
Ontario, Canada
$154M -$9.16M -9,684 -6%
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$153M +$327K +346 +0.2%
Los Angeles Capital Management
172
Los Angeles Capital Management
California
$151M +$12.6M +13,328 +9%
CRM
173
Cardano Risk Management
Netherlands
$148M +$16.4M +17,296 +12%
BT
174
Banque Transatlantique
France
$147M -$54.4M -62,263 -27%
DADC
175
D.A. Davidson & Co
Montana
$146M +$882K +933 +0.6%
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