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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
DWM
3451
Denver Wealth Management
Colorado
$324K
AFC
3452
Ares Financial Consulting
California
$324K
LA
3453
Latitude Advisors
Florida
$324K
HIM
3454
Hanlon Investment Management
New Jersey
$323K
RF
3455
Rossby Financial
Florida
$323K
6F
3456
626 Financial
Michigan
$323K
CFCS
3457
CDM Financial Counseling Services
Connecticut
$323K
EBA
3458
Eagle Bay Advisors
New York
$322K
GWM
3459
GK Wealth Management
Nevada
$321K
LWIC
3460
Leith Wheeler Investment Counsel
British Columbia, Canada
$320K
VF
3461
Vawter Financial
Ohio
$320K
THL
3462
Tillman Hartley LLC
Colorado
$320K
SC
3463
Sawyer & Company
Massachusetts
$319K
FOR
3464
Family Office Research
Maryland
$319K
SCM
3465
Stonehearth Capital Management
Massachusetts
$318K
SA
3466
Sage Advisors
Colorado
$318K
BBPWM
3467
Blue Bell Private Wealth Management
Pennsylvania
$317K
AW
3468
Atlas Wealth
Ohio
$317K
WW
3469
Waterfront Wealth
Kansas
$317K
BCM
3470
Boreal Capital Management
Florida
$316K
PWP
3471
Parkwoods Wealth Partners
New York
$316K
RFG
3472
REAP Financial Group
Texas
$315K
TCM
3473
Towercrest Capital Management
Pennsylvania
$314K
AV
3474
Aspiring Ventures
Ohio
$314K
WA
3475
Wealthstar Advisors
Texas
$314K