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Costco

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
Name Holding Trade Value Shares
Change
Shares
Change %
FFO
2001
Fiduciary Family Office
Florida
$1.81M +$1.81M +1,918 New
EFL
2002
ERn Financial LLC
Wisconsin
$1.81M -$168K -178 -9%
HVIA
2003
Hudson Valley Investment Advisors
New York
$1.81M -$100K -106 -5%
LWA
2004
Lineweaver Wealth Advisors
Ohio
$1.81M +$110K +116 +6%
ZIG
2005
Zullo Investment Group
Pennsylvania
$1.81M -$334K -353 -16%
CSI
2006
Cross Staff Investments
New York
$1.81M
OC
2007
Oakworth Capital
Alabama
$1.81M -$25.5K -27 -1%
MFA
2008
Mayflower Financial Advisors
Massachusetts
$1.81M -$6.62K -7 -0.4%
YIH
2009
Y-Intercept (HK)
Hong Kong
$1.81M -$1.76M -1,858 -49%
CNBT
2010
Canandaigua National Bank & Trust
New York
$1.8M +$44.5K +47 +3%
OTPPB
2011
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.8M -$323K -341 -15%
ATS
2012
Ashton Thomas Securities
New York
$1.8M -$12.3K -13 -0.7%
C
2013
Certuity
Florida
$1.8M -$165K -175 -8%
TWP
2014
Tempus Wealth Planning
California
$1.8M +$131K +139 +8%
LAM
2015
L2 Asset Management
Massachusetts
$1.79M +$189K +200 +12%
GPI
2016
General Partner Inc
Pennsylvania
$1.79M
NWMG
2017
Nicholson Wealth Management Group
South Carolina
$1.78M +$19.9K +21 +1%
BA
2018
Bridgewater Advisors
New York
$1.78M +$1.78M +1,797 New
CB
2019
Chris Bulman
California
$1.77M +$13.2K +14 +0.8%
GAM
2020
Gould Asset Management
California
$1.77M +$47.3K +50 +3%
OFS
2021
Orrstown Financial Services
Pennsylvania
$1.77M -$154K -163 -8%
RLWM
2022
RF&L Wealth Management
Massachusetts
$1.76M
KCPG
2023
Kavar Capital Partners Group
Kansas
$1.76M +$175K +185 +11%
PWM
2024
Pines Wealth Management
North Carolina
$1.76M +$12.7K +14 +0.7%
SIAG
2025
Safeguard Investment Advisory Group
California
$1.76M +$196K +207 +13%