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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 %
ONST
1826
Old North State Trust
North Carolina
$2.31M – – –
FLP
1827
Financial Life Planners
Arizona
$2.31M -$24.6K -26 -1%
3F
1828
360 Financial
Minnesota
$2.31M +$330K +349 +17%
VBCG
1829
Valley Brook Capital Group
Pennsylvania
$2.3M +$214K +226 +10%
PI
1830
Parkside Investments
Illinois
$2.3M +$1.96M +2,070 +577%
EFG
1831
Ethos Financial Group
Pennsylvania
$2.3M +$840K +905 +58%
SSI
1832
Scott & Selber Inc
Texas
$2.29M – – –
KHCM
1833
Kirtland Hills Capital Management
Ohio
$2.29M +$320K +322 +16%
TF
1834
Trek Financial
Arizona
$2.29M -$556K -588 -20%
GWS
1835
Greykasell Wealth Strategies
California
$2.29M +$66.2K +70 +3%
MWM
1836
Marion Wealth Management
Pennsylvania
$2.29M -$144K -152 -6%
SOS
1837
Silver Oak Securities
Tennessee
$2.29M -$16.7K -18 -0.7%
CIA
1838
Cladis Investment Advisory
Montana
$2.29M +$70.9K +75 +3%
WH
1839
Wallace Hart
Kentucky
$2.28M +$1.3M +1,372 +132%
AWM
1840
Ameliora Wealth Management
Switzerland
$2.28M +$20.8K +22 +0.9%
CWM
1841
Circle Wealth Management
New Jersey
$2.27M +$8.51K +9 +0.4%
QFPS
1842
Quantum Financial Planning Services
Washington
$2.27M +$210K +222 +10%
OCM
1843
Orion Capital Management
California
$2.27M +$505K +534 +29%
ISL
1844
Ingalls & Snyder LLC
New York
$2.27M +$413K +437 +22%
LAM
1845
Lynch Asset Management
Pennsylvania
$2.27M – – –
CCC
1846
Compass Capital Corp
Massachusetts
$2.27M -$86K -91 -4%
JMFC
1847
J.M. Forbes & Co
Massachusetts
$2.27M -$60.5K -64 -3%
SFCM
1848
Savoir Faire Capital Management
Connecticut
$2.27M +$2.27M +2,395 New
SPFA
1849
Summit Place Financial Advisors
New Jersey
$2.26M +$52K +55 +2%
WIC
1850
Wilkins Investment Counsel
Massachusetts
$2.26M -$217K -229 -9%
72 73
74
75 76