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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
SCFS
3476
Stewardship Concepts Financial Services
Washington
$314K
HAM
3477
Harmony Asset Management
Arizona
$314K
OFW
3478
Omnia Family Wealth
Florida
$314K
PS
3479
Pinney & Scofield
Massachusetts
$314K
LA
3480
Lynch & Associates
Indiana
$313K
E
3481
Entelevest
Florida
$313K
AAS
3482
Asset Allocation Strategies
Michigan
$312K
GA
3483
Gordian Advisors
Arizona
$312K
CWMGO
3484
Capstone Wealth Management Group (Oregon)
Oregon
$312K
FC
3485
Financial Council
Maryland
$312K
AF
3486
Aldebaran Financial
$312K
WWMSC
3487
Wagner Wealth Management (South Carolina)
South Carolina
$311K
CCA
3488
Cora Capital Advisors
New Jersey
$311K
PCA
3489
Providence Capital Advisors
North Carolina
$311K
PAM
3490
Pegasus Asset Management
New York
$311K
AWMG
3491
Alliance Wealth Management Group
New Jersey
$311K
MAWCM
3492
Mine & Arao Wealth Creation & Management
California
$310K
WCM
3493
Wealthcare Capital Management
Virginia
$310K
SPI
3494
Sutton Place Investors
New York
$310K
GCM
3495
Gables Capital Management
Florida
$310K
DI
3496
DDFG Inc
California
$309K
VFP
3497
Verus Financial Partners
Virginia
$308K
WFS
3498
Widmann Financial Services
Maryland
$308K
FWM
3499
Fingerlakes Wealth Management
New York
$307K
EMC
3500
Everest Management Corp
California
$307K