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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
CFS
3276
CGC Financial Services
Oregon
$406K
KRW
3277
Kaufman Rossin Wealth
Florida
$406K
LSWM
3278
Lorne Steinberg Wealth Management
Canada
$405K
CWAF
3279
Core Wealth Advisors (Florida)
Florida
$404K
SFGP
3280
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$404K
SHJ
3281
Sharkey, Howes & Javer
Colorado
$403K
HFS
3282
Hopwood Financial Services
Virginia
$403K
FAB
3283
First American Bank
Illinois
$402K
SI
3284
Saxon Interests
Texas
$402K
LC
3285
Landaas & Company
Wisconsin
$401K
MWM
3286
Meritas Wealth Management
California
$401K
FISPB
3287
Fideuram - Intesa Sanpaolo Private Banking
$401K
SA
3288
SPWM Advisors
Michigan
$401K
HWM
3289
HighMark Wealth Management
Minnesota
$400K
MWA
3290
Motive Wealth Advisors
Michigan
$399K
EFL
3291
ERn Financial LLC
Wisconsin
$398K
RPCA
3292
Running Point Capital Advisors
California
$398K
FM
3293
Foster & Motley
Ohio
$398K
GC
3294
Gilbert & Cook
Iowa
$398K
FA
3295
Financial Alternatives
California
$398K
PCMNC
3296
Piedmont Capital Management (North Carolina)
North Carolina
$398K
GCM
3297
Gunderson Capital Management
South Carolina
$397K
RK
3298
Rather & Kittrell
Tennessee
$397K
PWP
3299
Precedent Wealth Partners
Texas
$396K
WLPWM
3300
Walled Lake Planning & Wealth Management
Illinois
$395K