COST icon

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 %
BOH
2126
Bank of Hawaii
Hawaii
$1.53M -$13.2K -14 -0.9%
KI
2127
Keystone Investors
Singapore
$1.53M +$1.53M +1,615 New
CP
2128
Camelot Portfolios
Ohio
$1.52M +$1.3M +1,376 +583%
WWC
2129
Waypoint Wealth Counsel
Georgia
$1.52M +$75.7K +80 +5%
MCA
2130
MSH Capital Advisors
Arizona
$1.52M +$3.78K +4 +0.2%
RMF
2131
Red Mountain Financial
Colorado
$1.52M -$37.8K -40 -2%
BWS
2132
Broadway Wealth Solutions
Texas
$1.52M -$23.6K -25 -2%
HWM
2133
Heirloom Wealth Management
Colorado
$1.52M -$75.7K -80 -5%
FTA
2134
Financial & Tax Architects
Missouri
$1.51M -$138K -146 -8%
TWM
2135
Trueblood Wealth Management
Ohio
$1.51M +$201K +212 +15%
ACMA
2136
Arbor Capital Management (Alaska)
Alaska
$1.51M +$18.3K +19 +1%
BWM
2137
Bernard Wealth Management
Michigan
$1.51M -$1.89K -2 -0.1%
CFS
2138
CRA Financial Services
New Jersey
$1.51M +$174K +184 +13%
MTIM
2139
Marathon Trading Investment Management
Pennsylvania
$1.51M +$1.51M +1,594 New
HTHT
2140
Hemenway Trust Hemenway Trust
New Hampshire
$1.5M -$34K -36 -2%
PIA
2141
Pollock Investment Advisors
Michigan
$1.5M – – –
FFS
2142
Flavin Financial Services
Florida
$1.5M -$43.5K -46 -3%
ISFAN
2143
Investor's Fiduciary Advisor Network
Washington
$1.5M -$412K -436 -22%
RWP
2144
Ridgecrest Wealth Partners
California
$1.5M +$8.51K +9 +0.6%
EA
2145
Enclave Advisors
Texas
$1.5M +$407K +430 +37%
NFA
2146
Northern Financial Advisors
Michigan
$1.5M +$2.84K +3 +0.2%
PWM
2147
Prentice Wealth Management
New York
$1.49M -$150K -159 -9%
RCM
2148
Riverpark Capital Management
New York
$1.49M – – –
CAP
2149
Columbia Advisory Partners
Washington
$1.49M +$45.4K +48 +3%
LJAC
2150
L.J. Altfest & Co
New York
$1.49M -$1.89K -2 -0.1%
84 85
86
87 88