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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
SCA
3201
STALEY CAPITAL ADVISERS
Pennsylvania
$442K
SNBOSD
3202
Security National Bank of So Dak
Iowa
$441K
AI
3203
Arvest Investments
Arkansas
$439K
AWP
3204
Accretive Wealth Partners
New Jersey
$438K
GRWP
3205
Green Ridge Wealth Planning
New Jersey
$438K
PT
3206
Plimoth Trust
Massachusetts
$438K
CPL
3207
CAP Partners LLC
Tennessee
$438K
SWA
3208
SOA Wealth Advisors
New York
$437K
TFS
3209
Targeted Financial Services
Florida
$437K
AW
3210
Ankerstar Wealth
Texas
$437K
CNWM
3211
Clay Northam Wealth Management
California
$437K
PCM
3212
Polymer Capital Management
New York
$436K
CG
3213
Clifford Group
Massachusetts
$436K
CNAM
3214
Campbell Newman Asset Management
Wisconsin
$435K
NFP
3215
Narus Financial Partners
Utah
$434K
LWMI
3216
Legacy Wealth Management (Idaho)
Idaho
$434K
WCM
3217
Windsor Capital Management
Arizona
$434K
ACC
3218
Acorn Creek Capital
Colorado
$433K
HKIMG
3219
Hutchens & Kramer Investment Management Group
Indiana
$432K
GWM
3220
Greenhouse Wealth Management
Connecticut
$432K
MFC
3221
Morris Financial Concepts
South Carolina
$432K
DA
3222
Detalus Advisors
Missouri
$432K
SC
3223
Summa Corp
Texas
$431K
AC
3224
Avenir Corporation
Virginia
$431K
VWA
3225
VERITY Wealth Advisors
United States
$431K