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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 %
MA
1776
MONECO Advisors
Connecticut
$2.46M -$255K -270 -9%
GC
1777
Guidance Capital
Kentucky
$2.46M +$65.5K +65 +3%
SCI
1778
S&CO Inc
Massachusetts
$2.46M +$93.6K +99 +4%
KWM
1779
Keebeck Wealth Management
Illinois
$2.45M +$66.2K +70 +3%
JWA
1780
JFS Wealth Advisors
Pennsylvania
$2.45M -$35.9K -38 -1%
JFGIW
1781
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.45M -$169K -179 -6%
CIC
1782
Cutler Investment Counsel
Oregon
$2.44M -$65.3K -69 -3%
AA
1783
Apriem Advisors
California
$2.44M +$111K +117 +5%
VWA
1784
Visionary Wealth Advisors
Illinois
$2.44M +$53K +56 +2%
NC
1785
NovaPoint Capital
Georgia
$2.43M +$9.46K +10 +0.4%
OL
1786
Optas LLC
Texas
$2.43M -$166K -176 -6%
IBOK
1787
Independence Bank of Kentucky
Kentucky
$2.43M +$218K +231 +10%
PAA
1788
Peregrine Asset Advisers
Oregon
$2.43M +$29.3K +31 +1%
PMSA
1789
Patrick M. Sweeney & Associates
Illinois
$2.42M -$48.2K -51 -2%
EIA
1790
Eastover Investment Advisors
North Carolina
$2.42M +$27.4K +29 +1%
VA
1791
Valmark Advisers
Ohio
$2.42M -$8.51K -9 -0.4%
BB
1792
Bell Bank
North Dakota
$2.41M +$171K +181 +8%
SWA
1793
Strategies Wealth Advisors
Michigan
$2.41M +$1.26M +1,333 +109%
DWM
1794
Drive Wealth Management
Utah
$2.4M +$1.15M +1,213 +91%
OM
1795
OV Management
Minnesota
$2.4M +$94.6K +100 +4%
BIAS
1796
Beacon Investment Advisory Services
New Jersey
$2.4M -$336K -355 -12%
MIM
1797
Moseley Investment Management
Florida
$2.4M +$153K +162 +7%
NI
1798
NCP Inc
California
$2.4M -$836K -884 -26%
CWM
1799
Challenger Wealth Management
California
$2.4M -$5.68K -6 -0.2%
VNA
1800
Valley National Advisers
Pennsylvania
$2.4M +$87.9K +93 +4%
70 71
72
73 74