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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 %
RAM
2251
Readystate Asset Management
Illinois
$1.34M +$1.34M +1,412 New
SWA
2252
Sax Wealth Advisors
New Jersey
$1.34M +$82.3K +87 +7%
CCG
2253
Coastwise Capital Group
California
$1.33M -$143K -151 -10%
BB
2254
Berkshire Bank
Massachusetts
$1.33M +$153K +162 +13%
BFA
2255
Brown Financial Advisors
Ohio
$1.33M +$266K +281 +25%
MC
2256
Mathes Company
New York
$1.33M -$1.01M -1,068 -43%
RW
2257
RVW Wealth
California
$1.33M +$660K +698 +99%
CIS
2258
Custom Index Systems
New York
$1.33M +$55.8K +59 +4%
HTI
2259
Hikari Tsushin Inc
Japan
$1.32M – – –
GSIAS
2260
Garden State Investment Advisory Services
New Jersey
$1.32M +$27.4K +29 +2%
SAF
2261
Smith Anglin Financial
Texas
$1.32M +$88.9K +94 +7%
SCA
2262
Scott Capital Advisors
Oregon
$1.32M +$47.3K +50 +4%
TDC
2263
Thompson Davis & Co
Virginia
$1.32M +$8.51K +9 +0.6%
ECA
2264
Elevated Capital Advisors
Utah
$1.32M -$42.6K -45 -3%
AA
2265
Argent Advisors
Louisiana
$1.32M +$52K +55 +4%
HT
2266
Heritage Trust
Oklahoma
$1.32M -$3.78K -4 -0.3%
GWA
2267
Gratus Wealth Advisors
Virginia
$1.32M -$36.9K -39 -3%
RSA
2268
River Street Advisors
Illinois
$1.31M -$692K -732 -34%
BW
2269
BXM Wealth
Colorado
$1.31M +$61.5K +65 +5%
PPW
2270
Pasadena Private Wealth
California
$1.31M +$957K +1,012 +269%
Kayne Anderson Rudnick Investment Management
2271
Kayne Anderson Rudnick Investment Management
California
$1.31M -$4.73K -5 -0.4%
MCWA
2272
Meadow Creek Wealth Advisors
Georgia
$1.31M – – –
EGA
2273
Eagle Global Advisors
Texas
$1.31M -$4.73K -5 -0.4%
CWM
2274
Cahaba Wealth Management
Georgia
$1.31M +$90.8K +96 +7%
RDFA
2275
Ritter Daniher Financial Advisory
Ohio
$1.31M -$94.6K -100 -7%
89 90
91
92 93