COST icon

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
WPA
3676
Winning Points Advisors
Florida
$249K
EWA
3677
Evolution Wealth Advisors
Florida
$247K
SF
3678
SWP Financial
California
$247K
GJIA
3679
Glass Jacobson Investment Advisors
Maryland
$247K
HWMC
3680
Heritage Wealth Management (California)
California
$247K
CL
3681
COWA LLC
Oklahoma
$246K
LJHT
3682
Laurie J. Hall Trustee
$246K
ICM
3683
Intrepid Capital Management
Florida
$245K
RIM
3684
Rockbridge Investment Management
New York
$244K
WFA
3685
WMG Financial Advisors
Tennessee
$244K
SL
3686
StoryOne LLC
Kansas
$244K
CAG
3687
Carroll Advisory Group
Texas
$244K
CIG
3688
Cullen Investment Group
Louisiana
$243K
SFP
3689
SwitchPoint Financial Planning
Utah
$243K
LWP
3690
LFG Wealth Partners
Kentucky
$242K
IP
3691
Isthmus Partners
Wisconsin
$242K
BDL
3692
Banque de Luxembourg
Luxembourg
$242K
NC
3693
Nixon Capital
Texas
$241K
IAS
3694
IMA Advisory Services
Colorado
$241K
JHP
3695
James Hambro & Partners
United Kingdom
$241K
DFG
3696
Dupree Financial Group
Kentucky
$241K
SF
3697
Steffes Financial
Kansas
$241K
OFP
3698
OLIO Financial Planning
Virginia
$240K
CWA
3699
Cornerstone Wealth Advisors
Minnesota
$238K
BFS
3700
Beacon Financial Strategies
North Carolina
$238K