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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
FCMT
3301
Founders Capital Management (Texas)
Texas
$395K
IAG
3302
Investment Advisory Group
Massachusetts
$395K
HPIA
3303
Hamilton Point Investment Advisors
North Carolina
$395K
LWM
3304
LeConte Wealth Management
Tennessee
$393K
BAS
3305
Breakthru Advisory Services
Wisconsin
$393K
GDP
3306
Great Diamond Partners
Maine
$392K
FWA
3307
Flagship Wealth Advisors
Massachusetts
$392K
B
3308
Birchbrook
Maine
$392K
NLP
3309
Next Level Private
New York
$392K
AWAU
3310
Alliance Wealth Advisors (Utah)
Utah
$392K
PPWM
3311
Perissos Private Wealth Management
Oklahoma
$390K
TSW
3312
Three Seasons Wealth
Utah
$390K
EPW
3313
Endeavor Private Wealth
Kansas
$390K
WW
3314
Westshore Wealth
California
$389K
BRWM
3315
Blue Rock Wealth Management
North Carolina
$389K
QPW
3316
Quantum Private Wealth
Florida
$388K
PIA
3317
Panoramic Investment Advisors
Colorado
$387K
AF
3318
Affiance Financial
Minnesota
$387K
CSA
3319
Cottage Street Advisors
Massachusetts
$387K
GBWM
3320
Granite Bay Wealth Management
New Hampshire
$386K
TWM
3321
Tripletail Wealth Management
Florida
$386K
CAC
3322
Core Alternative Capital
Georgia
$386K
FL
3323
FreeGulliver LLC
Louisiana
$385K
FAOAI
3324
Fund Advisors of America Inc
Florida
$384K
GKIM
3325
GW&K Investment Management
Massachusetts
$384K