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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 %
CSB
1876
City State Bank
Iowa
$2.16M +$28.4K +30 +1%
MCM
1877
Mainstream Capital Management
California
$2.16M +$100K +106 +5%
DWM
1878
Dogwood Wealth Management
Kansas
$2.15M +$130K +137 +6%
WCAMG
1879
Woodard & Company Asset Management Group
North Carolina
$2.14M +$44.4K +47 +2%
PFBT
1880
Parkside Financial Bank & Trust
Missouri
$2.14M +$116K +123 +6%
QWP
1881
Quotient Wealth Partners
Texas
$2.14M +$18K +19 +0.8%
SEIA
1882
Signature Estate & Investment Advisors
California
$2.14M +$61.5K +65 +3%
CA
1883
CGN Advisors
Kansas
$2.13M +$2.13M +2,254 New
CFP
1884
Comprehensive Financial Planning
Pennsylvania
$2.12M -$107K -113 -5%
MCCA
1885
Mill Creek Capital Advisors
Pennsylvania
$2.12M +$31.2K +33 +1%
APG
1886
Abacus Planning Group
South Carolina
$2.12M +$23.6K +25 +1%
SC
1887
Solstein Capital
California
$2.11M – – –
SFO
1888
Stokes Family Office
Louisiana
$2.11M +$30.3K +32 +1%
RIM
1889
Redwood Investment Management
Arizona
$2.11M +$591K +625 +39%
FBB
1890
Fulton Breakefield Broenniman
Maryland
$2.11M -$58.6K -62 -3%
AA
1891
Altman Advisors
Illinois
$2.1M +$44.8K +45 +2%
RLH
1892
RD Lewis Holdings
Florida
$2.1M +$130K +129 +7%
MP
1893
McDonald Partners
Ohio
$2.09M -$20.2K -21 -1%
TFCM
1894
Taylor Frigon Capital Management
Arizona
$2.09M -$42.6K -45 -2%
WQ
1895
Wealth Quarterback
New Jersey
$2.09M +$17K +18 +0.8%
LI
1896
Louisbourg Investments
New Brunswick, Canada
$2.08M – – –
OCBCO
1897
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.08M -$426K -450 -17%
CP
1898
Canopy Partners
Ohio
$2.08M -$40.7K -43 -2%
WSCM
1899
Wellington Shields Capital Management
New York
$2.07M +$142K +150 +7%
PA
1900
PFW Advisors
Georgia
$2.07M -$55.8K -59 -3%
74 75
76
77 78