COST icon

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 %
EWM
1976
EPG Wealth Management
Georgia
$1.89M +$14.2K +15 +0.8%
UAS
1977
United Asset Strategies
New York
$1.89M -$249K -263 -12%
CFO
1978
CVA Family Office
Colorado
$1.89M +$79.4K +84 +4%
BF
1979
Baring Financial
Washington
$1.88M -$12.3K -13 -0.6%
BI
1980
Bolthouse Investments
California
$1.88M -$72.8K -77 -4%
CM
1981
Cercano Management
Washington
$1.88M +$1.2M +1,273 +179%
PFT
1982
Providence First Trust
Arizona
$1.87M +$1.87M +1,980 New
SCA
1983
St. Clair Advisors
Ohio
$1.87M – – –
KOCAA
1984
Knights of Columbus Asset Advisors
Connecticut
$1.86M -$17K -18 -0.9%
WAAG
1985
Wealth Alliance Advisory Group
Kansas
$1.86M +$585K +618 +46%
MFG
1986
MidWestOne Financial Group
Iowa
$1.86M +$25.5K +27 +1%
CAM
1987
Cidel Asset Management
Ontario, Canada
$1.86M -$30.3K -32 -2%
EPIME
1988
Evelyn Partners Investment Management (Europe)
$1.85M +$1.85M +1,983 New
UCB
1989
United Community Bank
South Carolina
$1.85M -$57.7K -61 -3%
LCM
1990
LCM Capital Management
Illinois
$1.85M +$50.1K +53 +3%
CB
1991
Centennial Bank
Arkansas
$1.85M -$19.9K -21 -1%
OWP
1992
ORG Wealth Partners
Texas
$1.84M +$1.69M +1,762 +1,081%
AWS
1993
Arkfeld Wealth Strategies
Nebraska
$1.84M +$5.79K +6 +0.3%
BCM
1994
BluePath Capital Management
Georgia
$1.84M -$1.14M -1,202 -38%
OL
1995
Owen LaRue
Kentucky
$1.84M +$1.09M +1,154 +147%
WG
1996
Winton Group
United Kingdom
$1.83M -$2.64M -2,791 -59%
BCM
1997
Birmingham Capital Management
Alabama
$1.83M -$18.9K -20 -1%
KW
1998
KWB Wealth
California
$1.82M +$228K +249 +14%
HA
1999
Herold Advisors
New York
$1.82M +$113K +120 +7%
TIA
2000
Traphagen Investment Advisors
New Jersey
$1.82M +$360K +381 +25%
78 79
80
81 82