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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 %
DCM
1851
Dudley Capital Management
Virginia
$2.25M -$44.4K -47 -2%
CVA
1852
Central Valley Advisors
California
$2.25M -$1.21M -1,276 -35%
IAMOG
1853
Investors Asset Management of Georgia
Georgia
$2.24M – – –
WIS
1854
Wright Investors Service
Connecticut
$2.23M -$359K -380 -14%
WC
1855
Waterloo Capital
Texas
$2.23M +$386K +408 +21%
LFM
1856
LGT Fund Management
Liechtenstein
$2.23M -$902K -954 -29%
SWM
1857
Silverlake Wealth Management
Vermont
$2.22M +$98.4K +104 +5%
OA
1858
Oxbow Advisors
Texas
$2.22M -$442K -467 -17%
PPA
1859
Pacific Point Advisors
California
$2.22M +$100K +106 +5%
CAG
1860
Curtis Advisory Group
California
$2.22M +$463K +490 +26%
LIM
1861
Letson Investment Management
Georgia
$2.22M – – –
CIM
1862
Caldwell Investment Management
Ontario, Canada
$2.22M – – –
ODA
1863
One Degree Advisors
California
$2.22M +$4.73K +5 +0.2%
SFG
1864
Seamount Financial Group
Colorado
$2.21M +$53.9K +57 +2%
LSIA
1865
LaSalle St. Investment Advisors
Illinois
$2.21M +$376K +398 +21%
VCM
1866
Virtue Capital Management
Tennessee
$2.2M +$1.24M +1,311 +129%
GWANC
1867
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.2M +$19.9K +21 +0.9%
FHC
1868
First Heartland Consultants
Missouri
$2.2M +$81.3K +86 +4%
SA
1869
Sovran Advisors
California
$2.18M +$345K +347 +19%
DAM
1870
Draper Asset Management
New York
$2.18M -$25.5K -27 -1%
BA
1871
Ballast Advisors
Minnesota
$2.17M +$74.7K +79 +4%
V
1872
VeraBank
Texas
$2.17M -$4.73K -5 -0.2%
LIM
1873
Leavell Investment Management
Alabama
$2.17M +$16.1K +17 +0.7%
SC
1874
Searle & Co
Connecticut
$2.16M – – –
MFS
1875
Mattson Financial Services
Michigan
$2.16M +$6.62K +7 +0.3%
73 74
75
76 77