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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 %
VCM
1951
Vivaldi Capital Management
Illinois
$1.94M +$827K +874 +74%
IA
1952
IFG Advisory
Georgia
$1.93M -$101K -107 -5%
SIC
1953
Sterling Investment Counsel
New York
$1.93M +$639K +676 +49%
APWA
1954
Atlas Private Wealth Advisors
New Jersey
$1.93M -$87K -92 -4%
LGA
1955
Lebenthal Global Advisors
New York
$1.93M +$668K +706 +53%
MSS
1956
Mitchell Sinkler & Starr
Pennsylvania
$1.93M +$50.1K +53 +3%
FA
1957
Fermata Advisors
California
$1.93M -$73.8K -78 -4%
RZH
1958
Relyea Zuckerberg Hanson
Connecticut
$1.93M +$79.5K +84 +4%
UWPG
1959
Ullmann Wealth Partners Group
Florida
$1.93M +$24.6K +26 +1%
WPWM
1960
Western Pacific Wealth Management
Illinois
$1.92M +$10.4K +11 +0.5%
ST
1961
Smithfield Trust
Pennsylvania
$1.92M – – –
MA
1962
MJP Associates
Connecticut
$1.92M +$288K +304 +18%
FMLI
1963
Fukoku Mutual Life Insurance
Japan
$1.92M -$100K -106 -5%
QPBE
1964
Quintet Private Bank (Europe)
Luxembourg
$1.91M – – –
AIMA
1965
Ables Iannone Moore & Associates
Georgia
$1.91M -$946 -1 -0%
TSS
1966
Two Sigma Securities
New York
$1.9M +$598K +632 +46%
AFG
1967
Allegheny Financial Group
Pennsylvania
$1.9M +$8.52K +9 +0.4%
TPI
1968
Trust Point Inc
Wisconsin
$1.9M -$762K -806 -29%
SFP
1969
Sandbox Financial Partners
Maryland
$1.89M +$14.2K +15 +0.8%
PWAM
1970
Pinnacle West Asset Management
Wyoming
$1.89M – – –
LDB
1971
Lee, Danner & Bass
Tennessee
$1.89M -$490K -518 -21%
DI
1972
Disciplined Investors
Texas
$1.89M – – –
BHBT
1973
Burke & Herbert Bank & Trust
Virginia
$1.89M -$65.3K -69 -3%
PGCM
1974
Prescott Group Capital Management
Oklahoma
$1.89M +$275K +291 +17%
LNB
1975
Ledyard National Bank
$1.89M -$164K -173 -8%
77 78
79
80 81