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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
HCWM
3226
Hidden Cove Wealth Management
Washington
$430K
SA
3227
Sonoma Allocations
California
$430K
CE
3228
Cornerstone Enterprises
Wisconsin
$428K
PIN
3229
Prudent Investors Network
California
$428K
RWM
3230
Revisor Wealth Management
Ohio
$427K
SDAM
3231
Shulman DeMeo Asset Management
New York
$427K
OC
3232
Opal Capital
Florida
$426K
GPWM
3233
Grant Private Wealth Management
California
$426K
WFAG
3234
Worth Financial Advisory Group
North Carolina
$426K
SF
3235
Schaeffer Financial
Maryland
$425K
ACH
3236
ArrowMark Colorado Holdings
Colorado
$425K
VNA
3237
Valley National Advisers
Pennsylvania
$424K
MAG
3238
MRA Advisory Group
New Jersey
$424K
TFG
3239
Team Financial Group
California
$424K
GA
3240
GoalVest Advisory
New York
$423K
EF
3241
Elite Financial
Idaho
$422K
OCM
3242
Osterweis Capital Management
California
$422K
LFS
3243
Lighthouse Financial Services
California
$421K
EWP
3244
Equity Wealth Partners
Missouri
$421K
WJA
3245
Willis Johnson & Associates
Texas
$421K
ITG
3246
Index Technologies Group
New York
$421K
FPWM
3247
Five Pine Wealth Management
Idaho
$420K
SWK
3248
Stephen W. Kidder
$420K
BCM
3249
Bourgeon Capital Management
Connecticut
$420K
HNW
3250
High Note Wealth
Minnesota
$420K