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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
SPWM
3726
Smith Partners Wealth Management
North Carolina
$229K
OAJ
3727
Ogorek Anthony Joseph
New York
$229K
TCM
3728
TruNorth Capital Management
Michigan
$229K
BFS
3729
BridgePort Financial Solutions
Iowa
$228K
CWI
3730
Conscious Wealth Investments
Florida
$228K
NWA
3731
New World Advisors
Massachusetts
$227K
DLCIG
3732
D.L. Carlson Investment Group
New Hampshire
$227K
PK
3733
Pflug Koory
Nebraska
$227K
LCC
3734
Lincoln Capital Corp
Rhode Island
$227K
BWM
3735
Baron Wealth Management
Michigan
$226K
APW
3736
Aurora Private Wealth
New Jersey
$226K
AC
3737
AWM Capital
Arizona
$226K
CCT
3738
Capital City Trust
Florida
$225K
B
3739
BetterWealth
California
$225K
IPA
3740
Investment Planning Advisors
Georgia
$225K
WMA
3741
William Mack & Associates
Michigan
$225K
SOW
3742
State of Wyoming
Wyoming
$224K
RWFS
3743
Rayburn West Financial Services
Tennessee
$224K
CIA
3744
Cape Investment Advisory
Georgia
$224K
MF
3745
Manuka Financial
Virginia
$224K
CFS
3746
Cannon Financial Strategists
Georgia
$223K
KFS
3747
Kelly Financial Services
Massachusetts
$223K
HFP
3748
Holistic Financial Partners
Indiana
$223K
WA
3749
Waddell & Associates
Tennessee
$223K
IWP
3750
Insight Wealth Partners
Texas
$222K