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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
ECM
3376
Elgethun Capital Management
South Dakota
$359K
JWM
3377
Jeppson Wealth Management
California
$358K
KA
3378
Kure Advisory
Minnesota
$356K
CA
3379
Cambridge Advisors
Nebraska
$356K
CPA
3380
Cathy Pareto & Associates
Florida
$356K
CW
3381
Code Waechter
Florida
$355K
GCM
3382
Goldstream Capital Management
Hong Kong
$355K
IWS
3383
Integrity Wealth Solutions
Colorado
$355K
SAM
3384
SP Asset Management
California
$354K
LIM
3385
Lathrop Investment Management
Arkansas
$354K
FA
3386
Fiducient Advisors
Illinois
$354K
LWA
3387
Ledgewood Wealth Advisors
New Hampshire
$354K
SFC
3388
Summit Financial Consulting
Michigan
$354K
SCA
3389
Stonebridge Capital Advisors
Minnesota
$353K
DF
3390
Define Financial
California
$352K
DWM
3391
DecisionMap Wealth Management
Virginia
$352K
CWM
3392
Cranbrook Wealth Management
Michigan
$351K
AOI
3393
Auto-Owners Insurance
Michigan
$349K
DPI
3394
Diversified Portfolios Inc
Michigan
$348K
SFS
3395
Summit Financial Strategies
Ohio
$348K
LFS
3396
Legacy Financial Strategies
Kansas
$348K
NIM
3397
Nicollet Investment Management
Minnesota
$347K
UBV
3398
United Bank (Virginia)
Virginia
$347K
4WM
3399
4J Wealth Management
Virginia
$347K
B
3400
Bayban
Minnesota
$347K