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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
EFP
3751
EnRich Financial Partners
Wisconsin
$222K
CCM
3752
Crew Capital Management
Ohio
$222K
MWA
3753
Merkkuri Wealth Advisors
New York
$222K
GIC
3754
GFI Investment Counsel
Ontario, Canada
$222K
FH
3755
FWG Holdings
Florida
$221K
PFM
3756
Patton Fund Management
Texas
$221K
AG
3757
Advocate Group
Minnesota
$221K
OWA
3758
ORBA Wealth Advisors
Illinois
$221K
SWM
3759
Stapp Wealth Management
Washington
$219K
TLFA
3760
True Link Financial Advisors
California
$219K
LIP
3761
Lynch Investment Planning
Pennsylvania
$219K
OFS
3762
Oldfather Financial Services
Nebraska
$219K
FPW
3763
Flywheel Private Wealth
California
$218K
CWP
3764
Curated Wealth Partners
California
$218K
RS
3765
Rakuten Securities
Japan
$217K
OWA
3766
One Wealth Advisors
California
$217K
CPW
3767
Cogent Private Wealth
Florida
$217K
BDPWM
3768
Barnes Dennig Private Wealth Management
Ohio
$216K
CP
3769
Castleview Partners
Texas
$216K
JTWM
3770
Jackson Thornton Wealth Management
Alabama
$216K
FVCM
3771
F&V Capital Management
Florida
$216K
HIF
3772
Hill Island Financial
Michigan
$216K
LFGO
3773
Legacy Financial Group (Oklahoma)
Oklahoma
$216K
PCM
3774
Perkins Capital Management
Minnesota
$216K
SC
3775
Schiavi & Co
Delaware
$216K