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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 %
Optiver Holding
1926
Optiver Holding
Netherlands
$2.01M +$2.01M +2,124 New
DFA
1927
Davies Financial Advisors
California
$2M -$16.1K -17 -0.8%
KTM
1928
Keeler Thomas Management
Utah
$2M -$6.68M -7,068 -77%
GTAM
1929
Global Trust Asset Management
Florida
$1.99M -$599K -633 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
1930
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.99M +$700K +740 +54%
FAT
1931
First American Trust
California
$1.99M +$211K +223 +12%
RI
1932
Rinkey Investments
California
$1.99M -$392K -415 -17%
IP
1933
Investment Partners
Ohio
$1.98M +$72.8K +77 +4%
AT
1934
Avalon Trust
New Mexico
$1.98M -$66.2K -70 -3%
GA
1935
Guerra Advisors
Florida
$1.98M +$367K +388 +23%
LA
1936
LVW Advisors
New York
$1.98M +$85.1K +90 +5%
MHIC
1937
Marble Harbor Investment Counsel
Massachusetts
$1.98M -$28.4K -30 -1%
PWPS
1938
Pinnacle Wealth Planning Services
Ohio
$1.97M +$46.3K +49 +2%
BPC
1939
Bearing Point Capital
Minnesota
$1.97M +$164K +173 +9%
EDRH
1940
Edmond de Rothschild Holding
Switzerland
$1.97M -$312K -330 -14%
NCM
1941
Northside Capital Management
Oregon
$1.96M -$78.5K -83 -4%
KIG
1942
Kennedy Investment Group
New Jersey
$1.96M +$228K +241 +13%
EW
1943
Evoke Wealth
California
$1.96M +$101K +107 +5%
DP
1944
Denver PWM
Colorado
$1.96M +$1.95M +2,067 +206,700%
WAOI
1945
Wealth Advisors of Iowa
Iowa
$1.95M -$4.73K -5 -0.2%
AG
1946
AlTi Global
New York
$1.95M -$1.43M -1,515 -42%
LAIC
1947
Lederer & Associates Investment Counsel
California
$1.95M +$30.3K +32 +2%
GW
1948
Griffith & Werner
Georgia
$1.95M -$86.1K -91 -4%
AWMT
1949
AAFMAA Wealth Management & Trust
North Carolina
$1.95M -$169K -179 -8%
HBW
1950
Hazlett, Burt & Watson
West Virginia
$1.95M +$45.5K +48 +2%
76 77
78
79 80