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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 %
WFAG
2376
Wescott Financial Advisory Group
Pennsylvania
$1.16M -$4.73K -5 -0.4%
S
2377
Sachetta
Massachusetts
$1.16M -$1.89K -2 -0.2%
CRC
2378
Curi RMB Capital
Illinois
$1.16M -$335K -354 -22%
IFS
2379
Intelligent Financial Strategies
Minnesota
$1.15M – – –
WLG
2380
Williamson Legacy Group
Indiana
$1.15M +$5.68K +6 +0.5%
BFC
2381
Bedel Financial Consulting
Indiana
$1.15M -$22.2K -22 -2%
TSWM
2382
Tyler-Stone Wealth Management
Ohio
$1.15M -$40.7K -43 -3%
MS
2383
Marshall & Sullivan
Washington
$1.14M -$129K -136 -10%
WF
2384
Whelan Financial
California
$1.14M +$249K +263 +28%
VWM
2385
Valley Wealth Managers
New Jersey
$1.14M +$24.6K +26 +2%
NFC
2386
Northstar Financial Companies
Pennsylvania
$1.14M -$692K -732 -38%
SPW
2387
Surience Private Wealth
Washington
$1.13M – – –
HP
2388
Hilltop Partners
Indiana
$1.13M +$83.2K +88 +8%
CF
2389
Claris Financial
Virginia
$1.13M – – –
GJWM
2390
Gilliland Jeter Wealth Management
Arkansas
$1.13M +$946 +1 +0.1%
PIA
2391
Pinion Investment Advisors
Kansas
$1.13M -$25.5K -27 -2%
MAMG
2392
Milestone Asset Management Group
Connecticut
$1.13M +$6.62K +7 +0.6%
AAM
2393
Aureus Asset Management
Massachusetts
$1.12M – – –
WPC
2394
Waters Parkerson & Co
Louisiana
$1.12M +$193K +204 +21%
EWS
2395
Evergreen Wealth Solutions
Pennsylvania
$1.12M -$39.7K -42 -3%
MIM
2396
Meridiem Investment Management
United Kingdom
$1.12M -$189K -200 -14%
AF
2397
Atala Financial
California
$1.12M – – –
HWA
2398
Heartwood Wealth Advisors
Virginia
$1.12M +$946 +1 +0.1%
LKIM
2399
Lawson Kroeker Investment Management
Nebraska
$1.12M – – –
JSL
2400
JT Stratford LLC
Georgia
$1.12M -$122K -129 -10%
94 95
96
97 98