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Costco

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
52.83%
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
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
2151
Canvas Wealth Advisors
Kansas
$1.48M +$77.4K +79 +5%
GSIS
2152
Global Strategic Investment Solutions
Arizona
$1.48M
FFM
2153
Fullerton Fund Management
Singapore
$1.48M +$1.48M +1,565 New
KA
2154
KLCM Advisors
Wisconsin
$1.48M +$1.89K +2 +0.1%
UAG
2155
United Advisor Group
Ohio
$1.48M -$688K -727 -32%
SAM
2156
Sompo Asset Management
Japan
$1.48M +$47.3K +50 +3%
SP
2157
Stonebrook Private
Michigan
$1.47M +$113K +119 +8%
FPGT
2158
Financial Partners Group (Tennessee)
Tennessee
$1.47M -$91.7K -97 -6%
MW
2159
MBL Wealth
North Carolina
$1.47M +$152K +161 +12%
TFF
2160
The Family Firm
Maryland
$1.46M -$3.78K -4 -0.3%
CCA
2161
Corps Capital Advisors
Texas
$1.46M +$9.46K +10 +0.7%
ATC
2162
Adirondack Trust Company
New York
$1.46M -$14.2K -15 -1%
DIP
2163
DT Investment Partners
Pennsylvania
$1.46M -$119K -126 -8%
DOA
2164
D'Orazio & Associates
Virginia
$1.46M +$45.4K +48 +3%
LA
2165
LexAurum Advisors
Kansas
$1.45M +$12.3K +13 +0.9%
CWA
2166
Consilium Wealth Advisory
Texas
$1.45M -$35K -37 -2%
MLM
2167
Mount Lucas Management
Pennsylvania
$1.45M -$2.17M -2,296 -60%
NJIM
2168
Nabity-Jensen Investment Management
Nebraska
$1.45M -$2.84K -3 -0.2%
EM
2169
Excalibur Management
Massachusetts
$1.45M +$1.89K +2 +0.1%
SA
2170
Sage Advisors
Colorado
$1.45M +$64.3K +68 +5%
PFG
2171
PAX Financial Group
Texas
$1.45M +$12.3K +13 +0.9%
AIA
2172
Allied Investment Advisors
Montana
$1.45M -$156K -165 -10%
MYIA
2173
Mount Yale Investment Advisors
Colorado
$1.45M +$79.5K +84 +6%
TCM
2174
Tradewinds Capital Management
Washington
$1.44M -$34.1K -36 -2%
WWM
2175
WJ Wealth Management
Arizona
$1.44M