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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 %
PCS
2176
Personal CFO Solutions
New Jersey
$1.44M +$158K +167 +12%
FC
2177
Fulcrum Capital
Washington
$1.44M -$322K -340 -18%
VCM
2178
Versant Capital Management
Arizona
$1.43M +$842K +890 +142%
CIS
2179
Continental Investors Services
Washington
$1.43M +$12.3K +13 +0.9%
CPA
2180
Cardiff Park Advisors
California
$1.43M – – –
LCS
2181
Levin Capital Strategies
New York
$1.43M -$402K -425 -22%
HPM
2182
Hoxton Planning & Management
West Virginia
$1.43M -$17K -18 -1%
ACM
2183
Avalon Capital Management
California
$1.43M – – –
OCM
2184
Orser Capital Management
Texas
$1.42M +$1.42M +1,504 New
SA
2185
Skyline Advisors
Washington
$1.42M -$44.4K -47 -3%
EL
2186
EWA LLC
Pennsylvania
$1.42M +$29.3K +31 +2%
LCM
2187
Lazari Capital Management
California
$1.42M +$620K +655 +78%
GHA
2188
GW Henssler & Associates
Georgia
$1.42M +$3.78K +4 +0.3%
SI
2189
Seeds Investor
New York
$1.42M +$12.3K +13 +0.9%
SAMC
2190
Spectrum Asset Management (California)
California
$1.41M -$524K -554 -27%
HCM
2191
Hutchinson Capital Management
California
$1.41M +$946 +1 +0.1%
FCM
2192
Fortis Capital Management
Washington
$1.41M -$4.29M -4,534 -75%
PCMU
2193
Paragon Capital Management (Utah)
Utah
$1.41M +$1.41M +1,492 New
RCM
2194
Radnor Capital Management
Pennsylvania
$1.41M +$47.3K +50 +3%
VIA
2195
Virtus Investment Advisers
Connecticut
$1.41M +$1.41M +1,491 New
ZF
2196
Zhang Financial
Michigan
$1.41M -$35K -37 -2%
RAG
2197
RIA Advisory Group
Iowa
$1.41M -$72.8K -77 -5%
WA
2198
Wealth Architects
California
$1.41M +$186K +197 +15%
CFGW
2199
Chancellor Financial Group WB
Pennsylvania
$1.41M -$80.4K -85 -5%
WCG
2200
Weaver Consulting Group
California
$1.41M +$52K +55 +4%
86 87
88
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