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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 %
PWM
2401
PBMares Wealth Management
Virginia
$1.11M -$17K -18 -2%
OL
2402
OneFund LLC
Florida
$1.11M -$11.3K -12 -1%
TA
2403
TPG Advisors
Illinois
$1.11M – – –
AIM
2404
Acropolis Investment Management
Missouri
$1.11M +$9.46K +10 +0.9%
APA
2405
Astoria Portfolio Advisors
New York
$1.11M +$306K +314 +38%
CWG
2406
Crown Wealth Group
North Carolina
$1.11M +$94.6K +100 +9%
DWA
2407
Delap Wealth Advisory
Oregon
$1.11M -$12.3K -13 -1%
HA
2408
Helium Advisors
Washington
$1.1M -$31.2K -33 -3%
MCM
2409
Morton Capital Management
California
$1.1M -$119K -126 -10%
BDFN
2410
Bond & Devick Financial Network
Minnesota
$1.1M +$54.9K +58 +5%
AWM
2411
Accurate Wealth Management
Florida
$1.09M +$12.5K +13 +1%
SFCL
2412
Strengthening Families & Communities LLC
Massachusetts
$1.09M – – –
EFA
2413
Evernest Financial Advisors
Indiana
$1.09M +$7.57K +8 +0.7%
BHPW
2414
Beverly Hills Private Wealth
California
$1.09M +$31.2K +33 +3%
FC
2415
Fusion Capital
South Carolina
$1.09M -$42.6K -45 -4%
BIG
2416
Builder Investment Group
Georgia
$1.09M – – –
WIM
2417
Westside Investment Management
California
$1.09M +$17.1K +18 +2%
WWM
2418
Wolff Wiese Magana
California
$1.09M +$644K +681 +146%
CIG
2419
Cascade Investment Group
Colorado
$1.09M -$84.2K -89 -7%
DA
2420
Dover Advisors
Virginia
$1.08M +$15.1K +16 +1%
LF
2421
Lee Financial
Texas
$1.08M -$103K -109 -9%
CJL
2422
Cyrus J. Lawrence
New York
$1.08M -$16.4M -17,389 -94%
EL
2423
Essex LLC
Illinois
$1.08M +$295K +312 +38%
CWM
2424
Castle Wealth Management
Florida
$1.08M +$90.8K +96 +9%
DC
2425
Destiny Capital
Colorado
$1.08M +$23.6K +25 +2%
95 96
97
98 99