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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 %
VCM
1751
Viewpoint Capital Management
Washington
$2.54M +$10.4K +11 +0.4%
FPGK
1752
Financial Partners Group (Kansas)
Kansas
$2.54M +$369K +390 +17%
CIM
1753
CIM Investment Management
Pennsylvania
$2.54M -$1.89K -2 -0.1%
PWMG
1754
Prestige Wealth Management Group
New Jersey
$2.54M -$13.2K -14 -0.5%
I
1755
INVST
Indiana
$2.53M -$806K -852 -24%
AI
1756
Accredited Investors
Minnesota
$2.53M +$16.1K +17 +0.6%
SHFA
1757
SC&H Financial Advisors
Maryland
$2.53M – – –
AAP
1758
Arax Advisory Partners
Colorado
$2.52M -$1.82M -1,922 -42%
TIA
1759
Tiemann Investment Advisors
California
$2.52M -$154K -163 -6%
AT
1760
Arlington Trust
Alabama
$2.52M -$29.3K -31 -1%
LB
1761
Legacy Bridge
Iowa
$2.52M +$3.78K +4 +0.2%
TCM
1762
Tufton Capital Management
Maryland
$2.52M +$55.8K +59 +2%
IPWA
1763
International Private Wealth Advisors
California
$2.51M -$161K -170 -6%
FSA
1764
Fort Sheridan Advisors
Illinois
$2.5M -$32.2K -34 -1%
FMTCOCP
1765
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.5M +$94.6K +100 +4%
VWM
1766
Vigilare Wealth Management
Arizona
$2.5M -$4.73K -5 -0.2%
MWM
1767
MOKAN Wealth Management
Kansas
$2.5M +$10.4K +11 +0.4%
FFO
1768
Fortitude Family Office
Arizona
$2.49M -$466K -493 -16%
CFP
1769
Curran Financial Partners
South Carolina
$2.49M -$330K -349 -12%
LCM
1770
Logan Capital Management
Pennsylvania
$2.49M -$220K -233 -8%
SNPAM
1771
St. Nicholas Private Asset Management
Florida
$2.48M -$170K -180 -6%
GWMR
1772
GC Wealth Management RIA
Massachusetts
$2.48M -$14.2K -15 -0.6%
QC
1773
Quent Capital
New York
$2.48M +$1.89K +2 +0.1%
KP
1774
Keel Point
Alabama
$2.47M +$326K +345 +15%
BWM
1775
BKM Wealth Management
Wisconsin
$2.46M +$390K +412 +19%
69 70
71
72 73