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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 %
HFS
2226
Heritage Financial Services
Massachusetts
$1.37M -$21.7K -23 -2%
BRA
2227
Bender Robert & Associates
California
$1.37M -$29.3K -31 -2%
3IP
2228
3Chopt Investment Partners
Virginia
$1.37M +$1.37M +1,449 New
PWM
2229
Paulson Wealth Management
Illinois
$1.37M -$22.7K -24 -2%
WWP
2230
Waypoint Wealth Partners
California
$1.37M +$92.7K +98 +7%
ACM
2231
Arlington Capital Management
Illinois
$1.37M +$41.6K +44 +3%
FOA
2232
Five Oceans Advisors
California
$1.37M +$1.89K +2 +0.1%
MC
2233
Montag & Caldwell
Georgia
$1.36M – – –
GC
2234
Grimes & Company
Massachusetts
$1.36M +$31.2K +33 +2%
USWIA
2235
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.36M +$86.1K +91 +7%
MFG
2236
Magnus Financial Group
New York
$1.36M +$90.8K +96 +7%
VSQM
2237
V-Square Quantitative Management
Illinois
$1.36M -$207K -219 -13%
EPIMS
2238
Evelyn Partners Investment Management Services
$1.36M +$1.36M +14 New
WTFG
2239
Wood Tarver Financial Group
Idaho
$1.36M – – –
LWANC
2240
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.35M -$18K -19 -1%
SL
2241
Sentry LLC
Tennessee
$1.35M – – –
HAS
2242
HBW Advisory Services
California
$1.35M -$68.1K -72 -5%
CCA
2243
Clearwater Capital Advisors
Illinois
$1.35M +$50.1K +53 +4%
SGK
2244
Steigerwald Gordon & Koch
Virginia
$1.35M -$47.3K -50 -3%
VC
2245
Vestor Capital
Illinois
$1.35M -$23.6K -25 -2%
JCFM
2246
JBR Co Financial Management
Oklahoma
$1.34M – – –
RWPA
2247
Richard W. Paul & Associates
Michigan
$1.34M -$128K -135 -9%
BW
2248
BIP Wealth
Georgia
$1.34M -$71.9K -76 -5%
BBA
2249
Baader Bank Aktiengesellschaft
Germany
$1.34M +$101K +109 +8%
1IA
2250
1834 Investment Advisors
Wisconsin
$1.34M -$98.4K -104 -7%
88 89
90
91 92