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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
OIS
3251
Okabena Investment Services
Minnesota
$420K
HWA
3252
HHM Wealth Advisors
Tennessee
$419K
GP
3253
Geneva Partners
Wisconsin
$418K
LSA
3254
Leonteq Securities AG
Switzerland
$418K
LAS
3255
LWM Advisory Services
Florida
$418K
SFS
3256
Security Financial Services
Indiana
$417K
QA
3257
Quattro Advisors
Pennsylvania
$417K
AIM
3258
Avity Investment Management
Connecticut
$417K
AF
3259
ASL Financial
California
$417K
CKAIS
3260
Christensen King & Associates Investment Services
Washington
$416K
GA
3261
GSG Advisors
New Jersey
$415K
AWM
3262
Activest Wealth Management
Florida
$415K
CA
3263
COFG Advisors
Illinois
$415K
JBA
3264
Johnson Bixby & Associates
Washington
$414K
GPA
3265
Guerra Pan Advisors
New Jersey
$412K
KHC
3266
Koesten Hirschmann & Crabtree
Kansas
$411K
RWM
3267
Reston Wealth Management
Virginia
$410K
SL
3268
Summitry LLC
California
$410K
FDW
3269
Fourth Dimension Wealth
Ohio
$410K
TPM
3270
Triasima Portfolio Management
Quebec, Canada
$410K
YWS
3271
Yarger Wealth Strategies
Ohio
$409K
CASB
3272
Cape Ann Savings Bank
Massachusetts
$409K
RCI
3273
RS Crum Inc
California
$408K
SA
3274
Stewardship Advisors
Pennsylvania
$407K
SIC
3275
Samalin Investment Counsel
New York
$406K