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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 %
SJIM
2051
St. Johns Investment Management
Florida
$1.71M -$16.1K -17 -0.9%
TBT
2052
Texas Bank & Trust
Texas
$1.71M +$7.57K +8 +0.4%
RIA
2053
Richwood Investment Advisors
Ohio
$1.71M -$4.73K -5 -0.3%
CBT
2054
Crews Bank & Trust
Florida
$1.71M -$11.3K -12 -0.7%
MC
2055
Matisse Capital
Oregon
$1.71M +$47.3K +50 +3%
CA
2056
Crewe Advisors
Utah
$1.71M -$27.4K -29 -2%
UHC
2057
Union Heritage Capital
Michigan
$1.7M +$1.7M +1,800 New
PIN
2058
Prudent Investors Network
California
$1.7M – – –
SFC
2059
SYM Financial Corp
Indiana
$1.7M +$252K +266 +17%
BBNB
2060
Baker Boyer National Bank
Washington
$1.69M -$420K -444 -20%
OC
2061
Opinicus Capital
Florida
$1.69M -$47.3K -50 -3%
SCG
2062
Sonata Capital Group
Washington
$1.68M -$14.2K -15 -0.8%
MAM
2063
Milestone Asset Management
Pennsylvania
$1.68M +$766K +810 +84%
MWM
2064
MorganRosel Wealth Management
Colorado
$1.68M -$12.3K -13 -0.7%
HWMO
2065
Heritage Wealth Management (Ohio)
Ohio
$1.67M +$36.9K +39 +2%
PCA
2066
Peddock Capital Advisors
Massachusetts
$1.67M +$5.68K +6 +0.3%
GF
2067
Gries Financial
Ohio
$1.67M -$8.51K -9 -0.5%
ABC
2068
Associated Banc-Corp
Wisconsin
$1.67M -$5.68K -6 -0.3%
SAM
2069
Shikiar Asset Management
New York
$1.67M -$376K -398 -18%
GWWM
2070
Great Waters Wealth Management
Minnesota
$1.67M +$23.6K +25 +1%
DG
2071
DMC Group
Alabama
$1.66M -$9.46K -10 -0.6%
PCWA
2072
Pacific Capital Wealth Advisors
California
$1.66M – – –
HCP
2073
Hexagon Capital Partners
Arkansas
$1.66M +$31.2K +33 +2%
OW
2074
Olistico Wealth
Oklahoma
$1.66M +$33.1K +35 +2%
AP
2075
Atwood & Palmer
Missouri
$1.66M +$167K +177 +11%
81 82
83
84 85