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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
SM
3576
Sensible Money
Arizona
$279K
MMHP
3577
Murphy Middleton Hinkle & Parker
Georgia
$278K
BWA
3578
BlueChip Wealth Advisors
Georgia
$278K
SFG
3579
Sunburst Financial Group
Alabama
$278K
WAS
3580
WESPAC Advisors SoCal
California
$277K
NCTC
3581
New Covenant Trust Company
Indiana
$276K
GFPC
3582
Global Financial Private Client
Florida
$276K
MPCA
3583
Madison Park Capital Advisors
Washington
$275K
NIWA
3584
New Insight Wealth Advisors
California
$275K
W
3585
Wealthquest
Ohio
$274K
RAM
3586
Riggs Asset Management
Pennsylvania
$274K
TLCM
3587
Twin Lakes Capital Management
California
$274K
MW
3588
Marrick Wealth
California
$274K
ML
3589
Mayport LLC
Massachusetts
$274K
IA
3590
IMZ Advisory
Florida
$273K
CCM
3591
Cloud Capital Management
Washington
$273K
BFS
3592
Burr Financial Services
California
$272K
MIC
3593
Means Investment Company
Maine
$272K
HIM
3594
HughesLittle Investment Management
$272K
BWM
3595
BAM Wealth Management
Colorado
$272K
AWA
3596
AGH Wealth Advisors
Kansas
$272K
JWBC
3597
John W. Brooker & Co
California
$271K
1NWS
3598
1 North Wealth Services
Maryland
$271K
IAP
3599
Indie Asset Partners
Indiana
$271K
CG
3600
Clarus Group
Texas
$271K