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Costco

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
2326
Strategic Investment Advisors
Michigan
$1.22M -$23.6K -25 -2%
MIM
2327
Montgomery Investment Management
Maryland
$1.22M
FAM
2328
Formidable Asset Management
Ohio
$1.22M -$2.84K -3 -0.2%
PCA
2329
Purkiss Capital Advisors
Connecticut
$1.22M +$691K +730 +132%
CCA
2330
Childress Capital Advisors
Texas
$1.21M +$28.4K +30 +2%
Walleye Capital
2331
Walleye Capital
New York
$1.21M -$24.4M -25,806 -95%
AWA
2332
AmeriServ Wealth Advisors
Pennsylvania
$1.21M -$73.8K -78 -6%
TWM
2333
TCFG Wealth Management
California
$1.21M -$5.68K -6 -0.5%
BHCM
2334
Brevan Howard Capital Management
Jersey
$1.21M -$1.55M -1,638 -56%
BA
2335
Birinyi Associates
Connecticut
$1.21M -$3.31M -3,500 -73%
KFGK
2336
Keystone Financial Group (Kentucky)
Kentucky
$1.21M +$212K +224 +21%
MI
2337
Motiv8 Investments
Florida
$1.2M -$37.8K -40 -3%
RWP
2338
Revolve Wealth Partners
New Jersey
$1.2M +$139K +147 +13%
PHAM
2339
Palisades Hudson Asset Management
Florida
$1.2M -$6.62K -7 -0.5%
CFS
2340
Coordinated Financial Services
Colorado
$1.2M -$58.7K -62 -5%
MSG
2341
Main Street Group
Virginia
$1.19M -$5.67K -6 -0.5%
SAM
2342
Seelaus Asset Management
New Jersey
$1.19M
TIM
2343
Tevis Investment Management
Texas
$1.19M
KIC
2344
Keating Investment Counselors
Florida
$1.19M -$501K -530 -30%
NME
2345
Notis-McConarty Edward
$1.19M -$199K -210 -14%
MMM
2346
Mendel Money Management
Illinois
$1.19M +$43.5K +46 +4%
LG
2347
LaFleur & Godfrey
Michigan
$1.19M
SMA
2348
Seven Mile Advisory
New Jersey
$1.18M +$34.1K +36 +3%
AIC
2349
Archer Investment Corporation
Indiana
$1.18M -$37.8K -40 -3%
CAM
2350
CPA Asset Management
Florida
$1.18M