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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
SPWG
3626
Sage Private Wealth Group
Illinois
$264K
MWM
3627
MBE Wealth Management
Wisconsin
$263K
AWAP
3628
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$263K
TWM
3629
Topsail Wealth Management
North Carolina
$263K
HIGP
3630
Hill Investment Group Partners
Missouri
$263K
CMP
3631
Coston McIsaac & Partners
Maine
$262K
KOMWMG
3632
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$262K
CHA
3633
Cooper/Haims Advisors
New York
$261K
ACM
3634
Anfield Capital Management
California
$261K
DAS
3635
DMKC Advisory Services
Iowa
$261K
MHWM
3636
Montz Harcus Wealth Management
Louisiana
$261K
WMA
3637
West Michigan Advisors
Michigan
$260K
PAG
3638
Paladin Advisory Group
Iowa
$260K
CWMA
3639
Capstone Wealth Management (Alabama)
Alabama
$260K
PAS
3640
Parsonex Advisory Services
Colorado
$260K
RIM
3641
Reliant Investment Management
Tennessee
$259K
BAM
3642
Banta Asset Management
California
$259K
BWS
3643
Buck Wealth Strategies
Colorado
$258K
FF
3644
Foronjy Financial
California
$258K
SCI
3645
Silver Coast Investments
United States
$258K
SO
3646
Sierra Ocean
California
$258K
PW
3647
Potentia Wealth
California
$257K
CWM
3648
Cherrydale Wealth Management
New Jersey
$257K
CCA
3649
Conservest Capital Advisors
Pennsylvania
$257K
PFA
3650
Presper Financial Architects
Ohio
$257K