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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
MBI
3651
May Barnhard Investments
Maryland
$257K
IIA
3652
Integrity Investment Advisors
Colorado
$257K
SF
3653
Seros Financial
Arizona
$256K
JFA
3654
JNBA Financial Advisors
Minnesota
$256K
BSAM
3655
Blue Square Asset Management
New York
$256K
RB
3656
Rodgers Brothers
Pennsylvania
$256K
JMA
3657
J.M. Arbour
Maine
$256K
MAM
3658
Mullooly Asset Management
New Jersey
$255K
MIM
3659
Martin Investment Management
Florida
$255K
RW
3660
Regimen Wealth
Georgia
$255K
SHFG
3661
S Harris Financial Group
Texas
$254K
QP
3662
Quilter Plc
United Kingdom
$254K
IWM
3663
IMG Wealth Management
Florida
$254K
CPCP
3664
Cedar Point Capital Partners
Iowa
$254K
SLT
3665
St Louis Trust
Missouri
$253K
AFAS
3666
Acorn Financial Advisory Services
Virginia
$252K
PP
3667
PFS Partners
New Jersey
$251K
RFM
3668
Royal Fund Management
Florida
$251K
PCM
3669
Prelude Capital Management
New York
$251K
KF
3670
Ketron Financial
California
$251K
AWP
3671
Atlas Wealth Partners
Pennsylvania
$250K
CFFP
3672
Center for Financial Planning
Michigan
$250K
BRM
3673
Boston Research & Management
Massachusetts
$250K
WLIM
3674
White Lighthouse Investment Management
Massachusetts
$249K
SWP
3675
Summit Wealth Partners
Florida
$249K