COST icon

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 %
LIWM
2451
Long Island Wealth Management
New York
$1.04M – – –
GFG
2452
GR Financial Group
Arizona
$1.04M -$22.7K -24 -2%
LG
2453
Lane Generational
Massachusetts
$1.04M – – –
WSC
2454
Wellington Shields & Co
New York
$1.04M +$70.9K +75 +7%
SCM
2455
Sage Capital Management
New Jersey
$1.04M – – –
CWA
2456
Clearview Wealth Advisors
Oregon
$1.04M – – –
NPT
2457
Nixon Peabody Trust
Massachusetts
$1.04M +$58.6K +62 +6%
GWP
2458
Gen-Wealth Partners
Michigan
$1.04M +$93.6K +99 +10%
CFA
2459
Cahill Financial Advisors
Minnesota
$1.04M -$38.8K -41 -4%
Members Trust
2460
Members Trust
Florida
$1.04M -$30.3K -32 -3%
SMG
2461
Smart Money Group
Texas
$1.03M +$205K +217 +25%
IA
2462
IFG Advisors
Missouri
$1.03M – – –
KFA
2463
Kapstone Financial Advisors
Ohio
$1.03M – – –
PFSC
2464
Peoples Financial Services Corp
Pennsylvania
$1.03M – – –
SFA
2465
Souders Financial Advisors
Ohio
$1.03M -$223K -236 -18%
EW
2466
Enzi Wealth
Texas
$1.03M +$4.88K +5 +0.5%
MFG
2467
Midwest Financial Group
Kansas
$1.02M +$245K +259 +31%
1M
2468
1248 Management
Missouri
$1.02M -$828K -875 -45%
PAM
2469
Paradigm Asset Management
New York
$1.02M – – –
PI
2470
Pachira Investments
California
$1.02M -$13K -14 -1%
AIFAIM
2471
American Institute for Advanced Investment Management
Arizona
$1.02M -$9.46K -10 -0.9%
CPRC
2472
Consolidated Portfolio Review Corp
New York
$1.02M -$2.01M -2,131 -66%
CG
2473
CFO4Life Group
Texas
$1.02M +$20.8K +22 +2%
CWA
2474
Clarus Wealth Advisors
Arizona
$1.02M +$91.7K +95 +10%
AFA
2475
Antonelli Financial Advisors
Michigan
$1.02M – – –
97 98
99
100 101