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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 %
CSWG
2351
Cardinal Strategic Wealth Guidance
Kentucky
$1.18M -$211K -223 -15%
WA
2352
WP Advisors
California
$1.18M -$49.2K -52 -4%
TCB
2353
Texas Capital Bancshares
Texas
$1.18M -$25.5K -27 -2%
HFRG
2354
Houlihan Financial Resource Group
Virginia
$1.18M -$94.5K -100 -7%
SAM
2355
Summit Asset Management
Tennessee
$1.18M +$5.68K +6 +0.5%
Aristotle Capital Management
2356
Aristotle Capital Management
California
$1.18M – – –
MC
2357
Martin & Co
Tennessee
$1.18M -$29.3K -31 -2%
SCM
2358
Stevens Capital Management
Pennsylvania
$1.18M -$2.76M -2,921 -70%
LAM
2359
Lewis Asset Management
California
$1.17M -$39.7K -42 -3%
TAM
2360
Tabor Asset Management
New York
$1.17M +$1.17M +1,242 New
GCP
2361
Gill Capital Partners
Colorado
$1.17M -$27.4K -29 -2%
CPA
2362
Court Place Advisors
Maryland
$1.17M +$17K +18 +1%
SG
2363
Sharper & Granite
California
$1.17M – – –
WPA
2364
West Paces Advisors
Georgia
$1.17M -$35K -37 -3%
PWA
2365
Phoenix Wealth Advisors
North Carolina
$1.17M +$946 +1 +0.1%
CFD
2366
Creative Financial Designs
Indiana
$1.17M -$33.1K -35 -3%
BMWS
2367
Brady Martz Wealth Solutions
North Dakota
$1.17M -$13.2K -14 -1%
IWA
2368
Invera Wealth Advisors
Oregon
$1.17M -$495K -523 -30%
ALA
2369
Atlas Legacy Advisors
California
$1.17M -$90.8K -96 -7%
RPSA
2370
Richard P. Slaughter Associates
Texas
$1.16M +$1.16M +1,231 New
AA
2371
Acorns Advisers
California
$1.16M +$148K +156 +15%
HBT
2372
Heartland Bank & Trust
Illinois
$1.16M +$165K +174 +16%
MWP
2373
Madison Wealth Partners
Wisconsin
$1.16M – – –
PL
2374
Parthenon LLC
Kentucky
$1.16M – – –
FCIM
2375
Fairview Capital Investment Management
California
$1.16M +$368K +389 +47%
93 94
95
96 97