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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 %
RFA
2101
Rollins Financial Advisors
New York
$1.61M -$70K -74 -4%
WA
2102
WESPAC Advisors
California
$1.6M -$224K -237 -12%
FIBT
2103
First International Bank & Trust
North Dakota
$1.6M +$345K +365 +27%
ARG
2104
Advisory Resource Group
Oklahoma
$1.6M +$26.5K +28 +2%
QWM
2105
Quadcap Wealth Management
Texas
$1.6M -$34K -36 -2%
SCA
2106
Sander Capital Advisors
Washington
$1.6M +$89.8K +95 +6%
PFW
2107
Petros Family Wealth
Minnesota
$1.6M -$7.57K -8 -0.5%
CRI
2108
Colonial River Investments
Virginia
$1.59M -$707K -748 -31%
HC
2109
Hara Capital
Washington
$1.59M -$1.6M -1,697 -50%
RFG
2110
RFP Financial Group
Georgia
$1.58M +$55.8K +59 +4%
GFP
2111
Guardian Financial Partners
California
$1.58M +$29.3K +31 +2%
RFP
2112
Root Financial Partners
California
$1.57M +$157K +166 +11%
MHC
2113
Meyer Handelman Company
New York
$1.57M -$42.6K -45 -3%
OWA
2114
Octavia Wealth Advisors
Ohio
$1.57M -$130K -137 -8%
TFP
2115
Tilia Fiduciary Partners
North Carolina
$1.56M -$1.34M -1,416 -46%
LWM
2116
Lodestone Wealth Management
Washington
$1.56M +$12.3K +13 +0.8%
CF
2117
Copperwynd Financial
Arizona
$1.56M +$32.1K +34 +2%
DDPIC
2118
Deroy & Devereaux Private Investment Counsel
Michigan
$1.56M -$41.6K -44 -3%
SRWM
2119
Shira Ridge Wealth Management
California
$1.56M +$29.3K +31 +2%
BCMLT
2120
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.56M -$18.9K -20 -1%
IGGA
2121
Iron Gate Global Advisors
Utah
$1.55M -$13.2K -14 -0.8%
MFS
2122
Mirabella Financial Services
United Kingdom
$1.54M +$1.54M +1,630 New
AWM
2123
Aprio Wealth Management
Georgia
$1.53M +$26.5K +28 +2%
F4L
2124
Fortune 45 LLC
Louisiana
$1.53M +$495K +523 +48%
FIM
2125
Freedom Investment Management
Connecticut
$1.53M -$79.5K -84 -5%
83 84
85
86 87