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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
KWA
3551
Kondo Wealth Advisors
California
$287K
PMG
3552
ProVise Management Group
Florida
$287K
WFP
3553
Welch Financial Planning
Colorado
$287K
LIA
3554
Lynx Investment Advisory
District of Columbia
$287K
FEG
3555
Financial Enhancement Group
Indiana
$286K
FAM
3556
Flaharty Asset Management
Florida
$286K
OC
3557
OxenFree Capital
Florida
$286K
PFGWM
3558
Price Financial Group Wealth Management
Oregon
$286K
SW
3559
Schulz Wealth
Texas
$285K
TWP
3560
Tower Wealth Partners
Pennsylvania
$285K
MAG
3561
Mayfair Advisory Group
Alabama
$285K
BAM
3562
Bosun Asset Management
Illinois
$285K
IWP
3563
IAG Wealth Partners
Wisconsin
$283K
KWM
3564
Koa Wealth Management
California
$283K
DSA
3565
Droms Strauss Advisors
Missouri
$282K
JAA
3566
Joel Adams & Associates
North Carolina
$281K
MPAM
3567
Murphy Pohlad Asset Management
Minnesota
$281K
DCM
3568
Dorato Capital Management
Colorado
$281K
GIM
3569
Gold Investment Management
Alberta, Canada
$280K
BWM
3570
Brown Wealth Management
Illinois
$280K
PA
3571
Promethium Advisors
Maryland
$280K
GC
3572
GatePass Capital
Ohio
$280K
ACM
3573
Armbruster Capital Management
New York
$279K
AGP
3574
Aspire Growth Partners
Florida
$279K
SHWA
3575
Safe Harbor Wealth Advisors
Ohio
$279K