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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
MC
3151
Miramar Capital
Illinois
$466K
TFIPS
3152
Towarzystwo Funduszy Inwestycyjnych PZU SA
$466K
VWM
3153
Vermillion Wealth Management
Minnesota
$465K
PWA
3154
PCG Wealth Advisors
Kansas
$465K
HG
3155
Harbor Group
New Hampshire
$464K
IWP
3156
Innova Wealth Partners
Pennsylvania
$464K
DQRIM
3157
Dale Q Rice Investment Management
Washington
$463K
BHWM
3158
Beaird Harris Wealth Management
Texas
$463K
FWP
3159
Fiduciary Wealth Partners
Massachusetts
$462K
RIS
3160
Richmond Investment Services
Wisconsin
$462K
BC
3161
Bayforest Capital
United Kingdom
$461K
DI
3162
DAGCO Inc
Ohio
$461K
WWA
3163
Wingate Wealth Advisors
Massachusetts
$461K
FCT
3164
First Community Trust
Iowa
$460K
AR
3165
Apeiron RIA
Texas
$460K
PA
3166
PharVision Advisers
Florida
$460K
KCPT
3167
Kingstone Capital Partners Texas
Texas
$459K
AWA
3168
Archvest Wealth Advisors
California
$459K
SEP
3169
Signature Equity Partners
Ohio
$459K
UI
3170
Unconventional Investor
New Hampshire
$459K
WSWA
3171
Warren Street Wealth Advisors
California
$458K
WAN
3172
Wealth Advisors Northwest
Oregon
$457K
WAM
3173
Walker Asset Management
Missouri
$456K
NWMG
3174
National Wealth Management Group
Ohio
$456K
NA
3175
NWM Advisors
California
$456K