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Costco

4,052 hedge funds and large institutions have $264B invested in Costco in 2025 Q4 according to their latest regulatory filings, with 395 funds opening new positions, 1,548 increasing their positions, 1,641 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

4% less capital invested

Capital invested by funds: $274B → $264B (-$10.5B)

6% less repeat investments, than reductions

Existing positions increased: 1,548 | Existing positions reduced: 1,641

22% less funds holding in top 10

Funds holding in top 10: 234183 (-51)

Holders
4,052
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
183
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.05B
Puts
$8.25B
Net Calls
Net Calls Change

Top Buyers

1 +$5.74B
2 +$1.46B
3 +$970M
4
VC
Vestor Capital
Illinois
+$876M
5
Renaissance Technologies
Renaissance Technologies
New York
+$616M

Top Sellers

1 -$1.14B
2 -$996M
3 -$563M
4
Jennison Associates
Jennison Associates
New York
-$541M
5
N
Nuveen
North Carolina
-$305M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
3076
Saiph Capital
New Jersey
$519K
CWM
3077
Chesapeake Wealth Management
Virginia
$518K
TNB
3078
Thomasville National Bank
Georgia
$518K
MCI
3079
MRP Capital Investments
Georgia
$517K
LCM
3080
Lattice Capital Management
Washington
$517K
DWS
3081
Dynamic Wealth Strategies
California
$517K
AAM
3082
AR Asset Management
California
$517K
CIP
3083
Convergence Investment Partners
Florida
$516K
MAM
3084
McLaughlin Asset Management
Illinois
$516K
PCMN
3085
Paradigm Capital Management (Nevada)
Nevada
$515K
EIG
3086
Ellenbecker Investment Group
Wisconsin
$512K
BPWM
3087
BCS Private Wealth Management
New Jersey
$511K
CBT
3088
CoreFirst Bank & Trust
Kansas
$511K
CBTWT
3089
Community Bank & Trust (Waco, Texas)
Texas
$510K
PWM
3090
Platt Wealth Management
California
$509K
AL
3091
ADE LLC
Maryland
$508K
PWP
3092
Pursue Wealth Partners
California
$506K
FWM
3093
Foguth Wealth Management
Michigan
$506K
EF
3094
Exeter Financial
Arizona
$506K
CG
3095
Cynosure Group
Utah
$506K
CL
3096
CVFG LLC
Indiana
$505K
KFA
3097
Kelleher Financial Advisors
New York
$505K
MSWM
3098
McGlone Suttner Wealth Management
Wisconsin
$505K
WG
3099
Warner Group
Connecticut
$505K
PWC
3100
Pathfinder Wealth Consulting
North Carolina
$503K