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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 %
RPWA
2026
Regent Peak Wealth Advisors
Georgia
$1.75M +$31.2K +33 +2%
RWI
2027
Red Wave Investments
Pennsylvania
$1.75M -$24.6K -26 -1%
VDI
2028
Vaughan David Investments
Illinois
$1.75M -$12.3K -13 -0.7%
GM
2029
GeoWealth Management
Illinois
$1.75M -$1.31M -1,386 -43%
CNBTD
2030
Citizens National Bank Trust Department
Mississippi
$1.74M -$15.1K -16 -0.9%
CAM
2031
Costello Asset Management
Pennsylvania
$1.74M +$1.74M +1,838 New
AWP
2032
Abacus Wealth Partners
California
$1.74M – – –
LFA
2033
Laraway Financial Advisors
Minnesota
$1.74M – – –
BCG
2034
BayBridge Capital Group
California
$1.73M -$33.1K -35 -2%
CFP
2035
Cascade Financial Partners
California
$1.73M +$13.2K +14 +0.8%
EWM
2036
Evermay Wealth Management
Virginia
$1.73M -$34.1K -36 -2%
AWC
2037
Abundance Wealth Counselors
Pennsylvania
$1.73M +$139K +147 +9%
TW
2038
Traveka Wealth
California
$1.73M +$62.4K +66 +4%
NL
2039
Navalign LLC
California
$1.73M +$965K +1,020 +126%
PWA
2040
Physician Wealth Advisors
Utah
$1.73M +$15.1K +16 +0.9%
AW
2041
Alteri Wealth
California
$1.73M +$21.8K +23 +1%
AIA
2042
Arbor Investment Advisors
North Carolina
$1.72M -$6.62K -7 -0.4%
CPBTD
2043
Central Pacific Bank - Trust Division
Hawaii
$1.72M -$165K -174 -9%
RCA
2044
Roberts Capital Advisors
Colorado
$1.72M – – –
WG
2045
Welch Group
Alabama
$1.72M -$53K -57 -3%
ESB
2046
Essex Savings Bank
Connecticut
$1.72M -$19.9K -21 -1%
MA
2047
Modus Advisors
Minnesota
$1.72M +$36.9K +39 +2%
IFPG
2048
Intrepid Financial Planning Group
Indiana
$1.72M -$180K -190 -9%
CVM
2049
Cheviot Value Management
California
$1.72M +$565K +557 +49%
HGWM
2050
Horst & Graben Wealth Management
Oregon
$1.72M +$11.4K +12 +0.7%
80 81
82
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