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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 %
GWP
2276
Gateway Wealth Partners
Wisconsin
$1.3M +$25.5K +27 +2%
PSFG
2277
Park Square Financial Group
Georgia
$1.3M -$77.6K -82 -6%
GIP
2278
Greatmark Investment Partners
Georgia
$1.3M – – –
KAM
2279
Karani Asset Management
New York
$1.3M -$1.17M -1,235 -47%
BFO
2280
Biltmore Family Office
North Carolina
$1.3M +$77.6K +82 +6%
CSPIA
2281
Cary Street Partners Investment Advisory
Virginia
$1.3M +$298K +315 +30%
CG
2282
Corundum Group
Colorado
$1.29M -$595K -629 -32%
PMA
2283
Prudent Man Advisors
Illinois
$1.29M +$60.5K +64 +5%
SIM
2284
Sentry Investment Management
Wisconsin
$1.29M -$245K -270 -16%
HA
2285
Hofer & Associates
California
$1.29M -$946 -1 -0.1%
SRC
2286
Sage Rhino Capital
California
$1.29M -$9.46K -10 -0.7%
DWAM
2287
Duncan Williams Asset Management
Tennessee
$1.28M +$334K +353 +35%
BWP
2288
BSW Wealth Partners
Colorado
$1.28M -$10.4K -11 -0.8%
SDH
2289
Sloy Dahl & Holst
Washington
$1.28M -$6.62K -7 -0.5%
RF
2290
Roxbury Financial
New Jersey
$1.28M -$1.05K -1 -0.1%
HSG
2291
Helen Stephens Group
Texas
$1.28M +$18.9K +20 +2%
WB
2292
West Bancorporation
Iowa
$1.28M -$9.46K -10 -0.7%
OC
2293
Oarsman Capital
Wisconsin
$1.28M +$35K +37 +3%
FCM
2294
Fire Capital Management
California
$1.28M +$14.2K +15 +1%
CAL
2295
Capital Advisors Ltd
Ohio
$1.27M +$3.78K +4 +0.3%
MTIC
2296
Missouri Trust & Investment Company
Missouri
$1.27M +$12.3K +13 +1%
YP
2297
YANKCOM Partnership
South Dakota
$1.27M -$38.8K -41 -3%
IC
2298
Inscription Capital
Texas
$1.27M +$1.27M +1,734 New
WFA
2299
WestHill Financial Advisors
California
$1.27M -$85.1K -90 -6%
CL
2300
CLG LLC
California
$1.27M +$94.6K +100 +8%
90 91
92
93 94