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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 %
AA
1901
Alta Advisers
United Kingdom
$2.07M +$686K +725 +50%
CFP
1902
Catalyst Financial Partners
Massachusetts
$2.06M +$34K +36 +2%
ACM
1903
Absolute Capital Management
Pennsylvania
$2.06M +$480K +508 +30%
DAM
1904
Delta Asset Management
Tennessee
$2.06M -$4.73K -5 -0.2%
PEA
1905
Park Edge Advisors
Ohio
$2.05M +$125K +132 +6%
ISB
1906
Iowa State Bank
Iowa
$2.05M +$35K +37 +2%
PTB
1907
Pioneer Trust Bank
Oregon
$2.05M +$136K +144 +7%
CPW
1908
Cove Private Wealth
New York
$2.04M +$152K +161 +8%
PA
1909
Paragon Advisors
Texas
$2.04M -$58.6K -62 -3%
TW
1910
Towerpoint Wealth
California
$2.04M +$1.45M +1,532 +246%
RA
1911
RiverPark Advisors
New York
$2.04M -$72.8K -77 -3%
SMWM
1912
Silvia McColl Wealth Management
California
$2.03M -$18.9K -20 -0.9%
AHIA
1913
Andrew Hill Investment Advisors
Florida
$2.03M -$1.48M -1,569 -42%
FCG
1914
Fielder Capital Group
Tennessee
$2.03M +$37.8K +40 +2%
RI
1915
Redwood Investments
Massachusetts
$2.03M -$106K -112 -5%
ACM
1916
AlphaStar Capital Management
North Carolina
$2.03M -$18.9K -20 -0.9%
FFG
1917
Fortem Financial Group
California
$2.03M -$1.89K -2 -0.1%
SF
1918
Symphony Financial
Texas
$2.03M -$3.52M -3,674 -63%
CFIA
1919
Cantor Fitzgerald Investment Advisors
New York
$2.02M -$711K -752 -26%
KMWM
1920
Keudell/Morrison Wealth Management
Oregon
$2.02M -$88K -93 -4%
MSWMA
1921
Market Street Wealth Management Advisors
Indiana
$2.02M +$18.9K +20 +0.9%
MA
1922
MKT Advisors
California
$2.02M – – –
FFA
1923
Florida Financial Advisors
Florida
$2.02M +$961K +1,015 +91%
AL
1924
Aspiriant LLC
California
$2.02M +$111K +117 +6%
S
1925
SimplyRich
California
$2.01M +$2.84K +3 +0.1%
75 76
77
78 79