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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
52.83%
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

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 %
TIM
2201
Tortoise Investment Management
New York
$1.4M -$87K -92 -6%
FMWA
2202
Forvis Mazars Wealth Advisors
Missouri
$1.4M +$103K +109 +8%
VC
2203
Veracity Capital
Georgia
$1.4M -$19.9K -21 -1%
LF
2204
LifeSteps Financial
California
$1.4M +$4.73K +5 +0.3%
WI
2205
WrapManager Inc
California
$1.4M +$42.6K +45 +3%
LIA
2206
LBMC Investment Advisors
Tennessee
$1.4M – – –
ITFISA
2207
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.4M +$1.4M +1,481 New
FCAS
2208
First Command Advisory Services
Texas
$1.4M -$49.2K -52 -3%
ACM
2209
Anfield Capital Management
California
$1.4M -$297K -314 -18%
WCM
2210
Winthrop Capital Management
Indiana
$1.39M -$147K -155 -10%
CAM
2211
Creekmur Asset Management
Illinois
$1.39M -$578K -611 -29%
SFG
2212
SNS Financial Group
Minnesota
$1.39M +$29.3K +31 +2%
BTD
2213
BankPlus Trust Department
Mississippi
$1.39M -$6.62K -7 -0.5%
DCM
2214
Davis Capital Management
Florida
$1.39M -$2.84K -3 -0.2%
PFG
2215
Putney Financial Group
California
$1.39M -$1.91M -2,015 -58%
OWA
2216
ORBA Wealth Advisors
Illinois
$1.39M – – –
FNBTCON
2217
First National Bank & Trust Co of Newtown
Pennsylvania
$1.39M – – –
SIAG
2218
Signet Investment Advisory Group
Rhode Island
$1.38M +$27.4K +29 +2%
BCM
2219
Boltwood Capital Management
California
$1.38M +$193K +204 +16%
WPW
2220
Waldron Private Wealth
Pennsylvania
$1.38M -$2.09M -2,212 -60%
1W
2221
1776 Wealth
Georgia
$1.38M -$22.7K -24 -2%
MFWP
2222
Mosaic Family Wealth Partners
Missouri
$1.38M -$48.2K -51 -3%
FCA
2223
FLC Capital Advisors
California
$1.38M +$166K +176 +14%
KIM
2224
Kestra Investment Management
Texas
$1.38M +$615K +650 +81%
FC
2225
Forte Capital
New York
$1.37M -$973K -1,028 -41%
87 88
89
90 91