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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
SW
3401
SMART Wealth
Nebraska
$346K
FCFC
3402
First Citizens Financial Corp
Iowa
$346K
GWI
3403
Grace & White Inc
New York
$345K
NB
3404
Northwest Bancshares
Pennsylvania
$345K
BFG
3405
Bouchey Financial Group
New York
$344K
BBA
3406
Braun-Bostich & Associates
Pennsylvania
$344K
V
3407
ViaWealth
Kansas
$344K
CTB
3408
Country Trust Bank
Illinois
$343K
GW
3409
Griffith & Werner
Georgia
$343K
WIM
3410
Warwick Investment Management
Texas
$342K
MTI
3411
Merrithew & Thorsten Inc
California
$342K
RWM
3412
RBA Wealth Management
California
$340K
MCP
3413
Martin Capital Partners
Oregon
$339K
SR
3414
Syntax Research
Florida
$338K
FC
3415
Fairscale Capital
New Hampshire
$338K
VC
3416
Vicus Capital
Pennsylvania
$337K
AWM
3417
Ariadne Wealth Management
California
$337K
NEWAS
3418
N.E.W. Advisory Services
Wisconsin
$336K
GTWM
3419
Global Trust Wealth Management
Florida
$335K
PGA
3420
Portland Global Advisors
Maine
$335K
MLFP
3421
MPS Loria Financial Planners
Illinois
$335K
TCOK
3422
Trust Company of Kansas
Kansas
$335K
IP
3423
Intellectus Partners
California
$334K
BWM
3424
BCGM Wealth Management
Indiana
$334K
PW
3425
PUREfi Wealth
Massachusetts
$334K