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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 %
CA
1801
Cornerstone Advisory
Maryland
$2.4M -$59.6K -59 -2%
CWM
1802
Compass Wealth Management
Connecticut
$2.39M -$241K -255 -9%
EB
1803
Emprise Bank
Kansas
$2.38M -$150K -159 -6%
MWA
1804
Midland Wealth Advisors
Illinois
$2.38M -$72.8K -77 -3%
SIG
1805
Sky Investment Group
Connecticut
$2.38M – – –
WGC
1806
Watts Gwilliam & Co
Arizona
$2.38M +$353K +373 +17%
APIM
1807
Agate Pass Investment Management
Washington
$2.38M -$163K -172 -6%
FC
1808
Fjell Capital
North Dakota
$2.38M +$585K +618 +33%
FI
1809
Financial Insights
Washington
$2.37M +$148K +157 +7%
XWM
1810
Xcel Wealth Management
Florida
$2.36M +$927K +980 +65%
NGA
1811
Naples Global Advisors
Florida
$2.36M -$1.89K -2 -0.1%
NA
1812
Nautilus Advisors
California
$2.36M -$9.46K -10 -0.4%
FUBT
1813
First United Bank & Trust
Maryland
$2.36M -$67.2K -71 -3%
WKWM
1814
Walter & Keenan Wealth Management
Indiana
$2.35M +$70K +74 +3%
HWA
1815
Heritage Wealth Advisors
Virginia
$2.35M -$513K -542 -18%
YWM
1816
Yukon Wealth Management
Kansas
$2.35M +$2.35M +2,480 New
EIP
1817
Ellis Investment Partners
Pennsylvania
$2.35M +$946 +1 +0%
IC
1818
Iconiq Capital
California
$2.34M +$445K +470 +23%
QPWM
1819
Quadrant Private Wealth Management
Pennsylvania
$2.34M -$27.4K -29 -1%
SWM
1820
Stockman Wealth Management
Montana
$2.33M -$289K -306 -11%
NCM
1821
Novare Capital Management
North Carolina
$2.33M -$266K -281 -10%
SIA
1822
SeaBridge Investment Advisors
New Jersey
$2.33M +$10.4K +11 +0.4%
USB
1823
Union Savings Bank
Connecticut
$2.32M -$17K -18 -0.7%
MTC
1824
Matrix Trust Company
Colorado
$2.32M -$37.8K -40 -2%
GP
1825
Gallo Partners
New Jersey
$2.32M +$2.32M +2,448 New
71 72
73
74 75