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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
VPP
3101
Vertex Planning Partners
Illinois
$502K
AWM
3102
Accel Wealth Management
Iowa
$502K
PAM
3103
Paradigm Asset Management
New York
$501K
CCMI
3104
Creative Capital Management Investments
California
$501K
KFP
3105
Kerr Financial Planning
California
$501K
RC
3106
Rovin Capital
Arizona
$500K
XWL
3107
XXI Wealth LLC
Illinois
$498K
EWM
3108
Elevatus Welath Management
New York
$497K
NBWM
3109
North Berkeley Wealth Management
California
$495K
SAM
3110
Sawgrass Asset Management
Florida
$495K
KL
3111
KilterHowling LLC
Colorado
$494K
LBC
3112
Lowe Brockenbrough & Co
Virginia
$494K
MCA
3113
Millennium Capital Advisors
Arkansas
$493K
AMBIA
3114
Allen Mooney & Barnes Investment Advisors
Georgia
$492K
TCM
3115
Tributary Capital Management
Nebraska
$492K
SFGM
3116
Stonebridge Financial Group (Missouri)
Missouri
$490K
SPWG
3117
Syntegra Private Wealth Group
Missouri
$490K
IWP
3118
Invenio Wealth Partners
Florida
$489K
BPFA
3119
Barnes Pettey Financial Advisors
Mississippi
$489K
LFP
3120
Lakeshore Financial Planning
Michigan
$488K
WCM
3121
Westend Capital Management
California
$488K
PCM
3122
Pennsylvania Capital Management
Pennsylvania
$487K
MAA
3123
Matrix Asset Advisors
New York
$486K
IAS
3124
Integrity Advisory Solutions
Texas
$486K
AWA
3125
Acorn Wealth Advisors
Michigan
$485K