COST icon

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
BB
3351
Burford Brothers
Texas
$371K
AIA
3352
AssuredPartners Investment Advisors
Florida
$371K
FWP
3353
Firethorn Wealth Partners
Georgia
$370K
NWM
3354
Northwest Wealth Management
Iowa
$369K
NCM
3355
NCM Capital Management
New Jersey
$369K
AWA
3356
Amplius Wealth Advisors
Pennsylvania
$368K
MIAS
3357
Mason Investment Advisory Services
Virginia
$368K
PPC
3358
Pennington Partners & Co
Maryland
$368K
PPWM
3359
PFG Private Wealth Management
Florida
$367K
SPAS
3360
Spectrum Planning & Advisory Services
California
$367K
MWM
3361
Moulton Wealth Management
Washington
$367K
PFM
3362
Phillips Financial Management
Indiana
$367K
AIA
3363
Armor Investment Advisors
North Carolina
$367K
FFBTD
3364
First Financial Bank - Trust Division
Ohio
$366K
PMAM
3365
Picton Mahoney Asset Management
Ontario, Canada
$366K
CW
3366
Cedarwood Wealth
Colorado
$365K
FSBI
3367
Fearless Solutions (Best Invest)
Texas
$365K
CCAM
3368
Cascades Capital Asset Management
North Carolina
$365K
RBWA
3369
RFG - Bristol Wealth Advisors
Massachusetts
$363K
CP
3370
Covenant Partners
Tennessee
$363K
GKFF
3371
George Kaiser Family Foundation
Oklahoma
$362K
SCM
3372
Seascape Capital Management
New Hampshire
$362K
GAG
3373
Goodman Advisory Group
Massachusetts
$361K
GC
3374
Grange Capital
Oregon
$360K
EIA
3375
Eldridge Investment Advisors
New Hampshire
$360K