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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
MWP
3526
Meridian Wealth Partners
Pennsylvania
$295K
SC
3527
Soundwatch Capital
Connecticut
$295K
YCG
3528
Yeomans Consulting Group
Georgia
$294K
BBA
3529
Baader Bank Aktiengesellschaft
Germany
$294K
WP
3530
Wealthspan Partners
Iowa
$293K
CMF
3531
Counterpoint Mutual Funds
California
$293K
HAG
3532
HF Advisory Group
Maryland
$293K
VFPW
3533
Vantage Financial Partners (Wisconsin)
Wisconsin
$292K
GSAM
3534
Grant Street Asset Management
Pennsylvania
$292K
RC
3535
Rexford Capital
Texas
$292K
BI
3536
Breachway Investments
Rhode Island
$292K
FBC
3537
Fairfield, Bush & Co
Connecticut
$292K
RRA
3538
Round Rock Advisors
Connecticut
$291K
CC
3539
Cornerstone Capital
California
$291K
TCMP
3540
Thrive Capital Management (Pennsylvania)
Pennsylvania
$290K
GPA
3541
Guidance Point Advisors
Massachusetts
$289K
AIFS
3542
A&I Financial Services
Colorado
$289K
AWP
3543
Avid Wealth Partners
Texas
$289K
WG
3544
WMS Group
Louisiana
$289K
AWC
3545
Adamsbrown Wealth Consultants
Kansas
$289K
PD
3546
Planning Directions
Pennsylvania
$288K
MWM
3547
Madrid Wealth Management
New Mexico
$288K
HI
3548
Hoey Investments
Pennsylvania
$288K
IPW
3549
Impact Partnership Wealth
Georgia
$288K
TWA
3550
Talisman Wealth Advisors
New Jersey
$288K