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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
BL
3701
Balentine LLC
Georgia
$238K
SIA
3702
Spectrum Investment Advisors
Wisconsin
$237K
UWP
3703
Uniting Wealth Partners
Kansas
$237K
JWWM
3704
Johnson & White Wealth Management
Pennsylvania
$237K
RGC
3705
Roberts, Glore & Co
Illinois
$237K
FF
3706
Fortitude Financial
Washington
$236K
SFAM
3707
Sawyer Falduto Asset Management
Illinois
$235K
LC
3708
LCNB Corp
Ohio
$235K
WIA
3709
Wealthedge Investment Advisors
New York
$235K
LWM
3710
Laidlaw Wealth Management
New York
$235K
TCFP
3711
Treasure Coast Financial Planning
Florida
$235K
GC
3712
Granville Capital
North Carolina
$234K
UPS
3713
UHLMANN PRICE SECURITIES
Illinois
$234K
ACM
3714
Advance Capital Management
Michigan
$234K
MF
3715
Montis Financial
Massachusetts
$233K
NCM
3716
Northwest Capital Management
Oregon
$233K
CCA
3717
Cottonwood Capital Advisors
Utah
$233K
ALC
3718
Alexander Labrunerie & Co
Missouri
$232K
HWM
3719
Horizon Wealth Management
Illinois
$231K
DF
3720
Dunhill Financial
United Kingdom
$230K
FWM
3721
Focused Wealth Management
New York
$230K
WBG
3722
Wharton Business Group
Pennsylvania
$230K
VPWA
3723
Vestia Personal Wealth Advisors
Indiana
$230K
HFS
3724
Hughes Financial Services
Virginia
$229K
COCM
3725
Charter Oak Capital Management
New Hampshire
$229K