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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
GCA
3426
Greenwood Capital Associates
South Carolina
$334K
SLA
3427
Silver Lake Advisory
Utah
$333K
TFA
3428
TPG Financial Advisors
Oregon
$333K
FCM
3429
Family Capital Management
Michigan
$333K
STB
3430
S&T Bank
Pennsylvania
$333K
VMMC
3431
V.M. Manning & Co
South Carolina
$333K
GWSA
3432
Global Wealth Strategies & Associates
Colorado
$332K
MWM
3433
Mosley Wealth Management
California
$332K
CMAI
3434
Capital Management Associates Inc
Minnesota
$331K
LIA
3435
LifePlan Investment Advisors
North Carolina
$331K
MFS
3436
Mirabella Financial Services
United Kingdom
$330K
TC
3437
TwinBeech Capital
New York
$330K
NF
3438
NavPoint Financial
Minnesota
$330K
CAM
3439
Capco Asset Management
Florida
$328K
CWM
3440
C2C Wealth Management
Arizona
$328K
MSWM
3441
Mowery & Schoenfeld Wealth Management
Illinois
$328K
BF
3442
Brogan Financial
Tennessee
$327K
BFF
3443
Byrne Financial Freedom
Massachusetts
$327K
CMA
3444
Cedar Mountain Advisors
Oregon
$327K
DWM
3445
Dynasty Wealth Management
Florida
$327K
RIS
3446
Retirement Income Solutions
Michigan
$326K
WDC
3447
Woodward Diversified Capital
California
$325K
GGA
3448
Granite Group Advisors
Connecticut
$325K
AIA
3449
Acute Investment Advisory
Arizona
$325K
PC
3450
Port Capital
Illinois
$324K