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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 %
AFT
1726
Alpha Family Trust
California
$2.62M +$463K +490 +22%
SICM
1727
Sustainable Insight Capital Management
New York
$2.61M +$94.6K +100 +4%
USWG
1728
U.S. Wealth Group
New York
$2.6M -$153K -162 -6%
TWA
1729
Trace Wealth Advisors
California
$2.6M -$189K -200 -7%
WG
1730
Wealth Group
North Carolina
$2.59M +$267K +282 +11%
CA
1731
Claro Advisors
Massachusetts
$2.59M +$93.6K +99 +4%
TBC
1732
Ted Buchan & Co
California
$2.58M -$109K -115 -4%
SM
1733
Sweeney & Michel
California
$2.58M +$2.58M +2,843 New
IAS
1734
Investment Advisory Services
Texas
$2.58M +$60.5K +64 +2%
IIA
1735
Integral Investment Advisors
California
$2.58M +$53K +56 +2%
SAA
1736
Southeast Asset Advisors
Georgia
$2.57M -$188K -199 -7%
SMA
1737
Sage Mountain Advisors
Georgia
$2.57M -$122K -129 -5%
CHAM
1738
Clear Harbor Asset Management
Connecticut
$2.57M -$140K -148 -5%
NQWM
1739
Northwest Quadrant Wealth Management
Oregon
$2.56M -$16.1K -17 -0.6%
NAMP
1740
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.56M +$9.46K +10 +0.4%
ACM
1741
Argent Capital Management
Missouri
$2.56M – – –
FDS
1742
First Dallas Securities
Texas
$2.56M -$47.3K -50 -2%
MPI
1743
Mairs & Power Inc
Minnesota
$2.55M -$36.9K -39 -1%
VWM
1744
Vivid Wealth Management
Iowa
$2.55M +$64.3K +68 +3%
ME
1745
McIlrath & Eck
Washington
$2.55M -$26.5K -28 -1%
CF
1746
Convergence Financial
Missouri
$2.55M +$98.4K +104 +4%
MWM
1747
Massachusetts Wealth Management
Massachusetts
$2.55M -$56.7K -60 -2%
PFP
1748
Paragon Financial Partners
California
$2.55M – – –
KIM
1749
Kane Investment Management
California
$2.55M +$151K +160 +6%
RWA
1750
Redhawk Wealth Advisors
Minnesota
$2.54M +$21.8K +23 +0.9%
68 69
70
71 72