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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
MIP
3126
Marietta Investment Partners
Wisconsin
$485K
VBFP
3127
Valtinson Bruner Financial Planning
Minnesota
$484K
AW
3128
Alaethes Wealth
Nevada
$484K
LCA
3129
Legend Capital Advisors
New York
$484K
1WM
3130
1900 Wealth Management
Texas
$482K
NG
3131
Novem Group
New York
$481K
AHB
3132
Abner Herrman & Brock
New Jersey
$479K
SSWM
3133
Smith Salley Wealth Management
North Carolina
$478K
OFG
3134
OmniStar Financial Group
North Carolina
$477K
DIM
3135
Delta Investment Management
California
$474K
SCA
3136
Sulzberger Capital Advisors
Florida
$473K
OAS
3137
Optivise Advisory Services
Tennessee
$472K
SA
3138
SPG Advisors
Washington
$471K
WAM
3139
Winslow Asset Management
Ohio
$471K
CFA
3140
CWS Financial Advisors
Michigan
$470K
RAM
3141
Robinhood Asset Management
California
$469K
MW
3142
Maia Wealth
Colorado
$469K
TBWA
3143
Three Bridge Wealth Advisors
California
$468K
TC
3144
Tannin Capital
North Carolina
$468K
NLWP
3145
Next Level Wealth Planning
Idaho
$468K
IIL
3146
Insight Inv LLC
California
$467K
FNFDCM
3147
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$467K
CWA
3148
Consilio Wealth Advisors
Washington
$466K
FFB
3149
First Financial Bankshares
Texas
$466K
MC
3150
Miramar Capital
Illinois
$466K