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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
NPFS
3326
Novak & Powell Financial Services
Florida
$384K
OL
3327
Owen LaRue
Kentucky
$383K
BF
3328
Brucke Financial
Indiana
$383K
CWM
3329
Collaborative Wealth Management
Florida
$383K
SPWM
3330
Schrum Private Wealth Management
Florida
$382K
SWM
3331
Seaside Wealth Management
California
$381K
VFA
3332
Voya Financial Advisors
Connecticut
$381K
AA
3333
Auctus Advisors
North Carolina
$379K
BIA
3334
Bell Investment Advisors
California
$379K
SWM
3335
Scissortail Wealth Management
Oklahoma
$379K
SWP
3336
Semus Wealth Partners
Florida
$378K
GCM
3337
G2 Capital Management
Ohio
$377K
BTWM
3338
Baker Tilly Wealth Management
Wisconsin
$377K
ST
3339
Sageworth Trust
Pennsylvania
$377K
NFG
3340
Northeast Financial Group
Pennsylvania
$377K
HPBT
3341
Hickory Point Bank & Trust
Illinois
$376K
HC
3342
Hourglass Capital
Texas
$376K
CCM
3343
Charter Capital Management
Wisconsin
$375K
BWM
3344
Bulltick Wealth Management
Florida
$375K
AFP
3345
ATX Financial Planning
Texas
$375K
SCM
3346
Stordahl Capital Management
Colorado
$375K
AWA
3347
Ark Wealth Advisors
California
$374K
JWM
3348
Jacksonville Wealth Management
Florida
$373K
TC
3349
Tacita Capital
Ontario, Canada
$373K
SL
3350
Salomon & Ludwin
Virginia
$372K