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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
3501
Daner Wealth Management
Georgia
$307K
BWMG
3502
Barnes Wealth Management Group
California
$306K
VCWA
3503
Vanguard Capital Wealth Advisors
Colorado
$306K
AWA
3504
ARQ Wealth Advisors
Arizona
$305K
WDG
3505
Wealth Dimensions Group
Ohio
$305K
STA
3506
Smith Thornton Advisors
Alabama
$304K
VDC
3507
Van Diest Capital
Iowa
$304K
WCP
3508
Wealthcare Capital Partners
Pennsylvania
$303K
AA
3509
Addison Advisors
Vermont
$303K
SF
3510
Seek First
California
$302K
RWM
3511
RMG Wealth Management
Wisconsin
$302K
CWIG
3512
Chung Wu Investment Group
Texas
$302K
LG
3513
LaFleur & Godfrey
Michigan
$300K
TA
3514
Townsend & Associates
Colorado
$300K
CFG
3515
Clayton Financial Group
Missouri
$300K
HCM
3516
Hudson Capital Management
New Jersey
$299K
CA
3517
Carson Advisory
Georgia
$299K
PWS
3518
Precision Wealth Strategies
Missouri
$299K
JHCP
3519
Jackson Hole Capital Partners
Oklahoma
$298K
HCA
3520
Heck Capital Advisors
Wisconsin
$298K
PWM
3521
Penobscot Wealth Management
Maine
$297K
SWA
3522
Strata Wealth Advisors
Texas
$297K
KTM
3523
Keeler Thomas Management
Utah
$297K
PB
3524
Prosperity Bancshares
Texas
$297K
HIS
3525
Horizon Investment Services
Indiana
$295K