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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 %
SAW
2076
Signal Advisors Wealth
Michigan
$1.65M +$570K +603 +53%
GCM
2077
Genus Capital Management
British Columbia, Canada
$1.65M +$1.65M +1,743 New
CC
2078
Callan Capital
California
$1.65M +$233K +246 +16%
ZBNA
2079
Zions Bancorporation, National Association
Utah
$1.65M +$1.65M +1,740 New
VIP
2080
Viewpoint Investment Partners
Alberta, Canada
$1.64M +$1.64M +1,739 New
SFPG
2081
Stonebridge Financial Planning Group
Florida
$1.64M -$70.9K -75 -4%
AWP
2082
Ascent Wealth Partners
New York
$1.64M +$46.3K +49 +3%
PRRFG
2083
Paul R. Ried Financial Group
Washington
$1.64M – – –
LFA
2084
Legacy Financial Advisors
Kentucky
$1.64M +$15.1K +16 +0.9%
MWC
2085
MBM Wealth Consultants
Missouri
$1.64M +$11.3K +12 +0.7%
PIM
2086
Pullen Investment Management
Florida
$1.64M -$192K -203 -10%
LCOV
2087
London Company of Virginia
Virginia
$1.64M – – –
PWG
2088
Portside Wealth Group
Utah
$1.63M +$222K +235 +16%
SFG
2089
Sovereign Financial Group
Connecticut
$1.63M +$11.4K +12 +0.7%
CCG
2090
Ceeto Capital Group
Florida
$1.63M – – –
MSAM
2091
Moloney Securities Asset Management
Missouri
$1.63M -$458K -484 -22%
ICP
2092
Impact Capital Partners
Colorado
$1.63M +$3.78K +4 +0.2%
LPAM
2093
Lodestar Private Asset Management
California
$1.63M -$20.8K -22 -1%
AWE
2094
Avidian Wealth Enterprises
Texas
$1.62M -$182K -192 -10%
TFA
2095
Toth Financial Advisory
Virginia
$1.62M -$92.7K -98 -5%
PCP
2096
Panoramic Capital Partners
Oregon
$1.62M -$149K -164 -8%
CWM
2097
Centurion Wealth Management
Virginia
$1.62M – – –
SM
2098
Sciencast Management
New Jersey
$1.62M +$1.62M +1,710 New
SFG
2099
Shum Financial Group
California
$1.61M -$7.57K -8 -0.5%
BSSFA
2100
Baron Silver Stevens Financial Advisors
Florida
$1.61M +$18K +19 +1%
82 83
84
85 86