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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 %
CHP
2301
Cable Hill Partners
Oregon
$1.27M -$6.96K -7 -0.5%
VFM
2302
Vision Financial Markets
Connecticut
$1.27M +$37.8K +40 +3%
SRL
2303
Scientech Research LLC
New Jersey
$1.27M -$272K -288 -18%
VCAM
2304
Van Cleef Asset Management
Ohio
$1.27M – – –
PMFA
2305
Plante Moran Financial Advisors
Michigan
$1.27M +$102K +108 +9%
RFA
2306
Resurgent Financial Advisors
Georgia
$1.26M – – –
IIC
2307
Integrated Investment Consultants
Michigan
$1.26M +$142K +150 +13%
SCI
2308
Stableford Capital II
Arizona
$1.26M -$40.8K -41 -3%
VAF
2309
Values Added Financial
District of Columbia
$1.26M +$26.5K +28 +2%
LWL
2310
Leo Wealth LLC
Texas
$1.26M -$1.4M -1,481 -53%
SP
2311
Stablepoint Partners
Massachusetts
$1.26M +$1.89K +2 +0.2%
FB
2312
Finward Bancorp
Indiana
$1.25M – – –
GBWM
2313
Granite Bay Wealth Management
New Hampshire
$1.25M – – –
RAM
2314
Redmond Asset Management
Virginia
$1.25M – – –
MIM
2315
Merrion Investment Management
New Jersey
$1.25M +$33.1K +35 +3%
KSB
2316
Kennebec Savings Bank
Maine
$1.25M +$4.73K +5 +0.4%
GG
2317
Gleason Group
Kentucky
$1.25M -$51.1K -54 -4%
SMC
2318
Smith, Moore & Co
Missouri
$1.24M -$22.7K -24 -2%
SSW
2319
Smith Shellnut Wilson
Mississippi
$1.24M +$38.8K +41 +3%
CA
2320
Centerpoint Advisors
Massachusetts
$1.24M -$33.1K -35 -3%
WBCM
2321
Wilson & Boucher Capital Management
California
$1.24M – – –
SL
2322
Sentinus LLC
Illinois
$1.23M +$95.6K +101 +8%
BCM
2323
Buckhead Capital Management
Georgia
$1.23M -$135K -143 -10%
PWA
2324
Providence Wealth Advisors
Illinois
$1.23M +$11.4K +12 +0.9%
FCFC
2325
First Commonwealth Financial Corp
Pennsylvania
$1.22M -$47.3K -50 -4%
91 92
93
94 95