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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 %
TFGT
2426
TS Financial Group (TSFG)
Illinois
$1.08M +$147K +155 +16%
CH
2427
Cromwell Holdings
Wyoming
$1.07M -$9.46K -10 -0.9%
BWM
2428
Biltmore Wealth Management
Arizona
$1.07M +$14.2K +15 +1%
NCMW
2429
Northern Capital Management (Washington)
Washington
$1.07M +$28.4K +30 +3%
BOPW
2430
Brandywine Oak Private Wealth
Pennsylvania
$1.07M -$137K -145 -11%
BCG
2431
Breakwater Capital Group
New Jersey
$1.07M +$130K +137 +14%
LWM
2432
LongView Wealth Management
Georgia
$1.06M +$2.84K +3 +0.3%
CCM
2433
Chaney Capital Management
Washington
$1.06M
TA
2434
TFB Advisors
Kansas
$1.06M +$23.6K +25 +2%
BFA
2435
Buttonwood Financial Advisors
Maryland
$1.06M -$222K -235 -17%
FP
2436
Financial Perspectives
Minnesota
$1.06M +$288K +305 +37%
KFS
2437
Kaizen Financial Strategies
California
$1.06M +$196K +207 +23%
HWM
2438
Howard Wealth Management
Connecticut
$1.06M
SFG
2439
Synergy Financial Group
California
$1.06M -$3.78K -4 -0.4%
OPPS
2440
Obsidian Personal Planning Solutions
Maryland
$1.05M -$1.99K -2 -0.2%
AC
2441
Addison Capital
Pennsylvania
$1.05M
WWA
2442
Wisconsin Wealth Advisors
Wisconsin
$1.05M +$47.3K +50 +5%
HWM
2443
Hemington Wealth Management
Virginia
$1.05M +$12.3K +13 +1%
BSI
2444
Bennett Selby Investments
Maine
$1.05M +$156K +165 +17%
FFA
2445
Founders Financial Alliance
North Carolina
$1.05M +$16.1K +17 +2%
ECA
2446
Elevate Capital Advisors
Colorado
$1.05M -$99.3K -105 -9%
NA
2447
Novus Advisors
South Carolina
$1.05M +$20.8K +22 +2%
OC
2448
Optima Capital
Oregon
$1.05M -$122K -129 -10%
CWA
2449
Capital Wealth Alliance
Arizona
$1.05M -$21.8K -23 -2%
SP
2450
Symmetry Partners
Connecticut
$1.04M +$11.3K +12 +1%