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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
HF
3776
Holcombe Financial
Georgia
$215K
CWP
3777
Corepath Wealth Partners
Arizona
$215K
IW
3778
Instrumental Wealth
Florida
$215K
GWM
3779
Greenline Wealth Management
Florida
$214K
WA
3780
WPG Advisers
Maryland
$213K
MFA
3781
Millington Financial Advisors
Illinois
$212K
DBIA
3782
Dumont & Blake Investment Advisors
New Jersey
$212K
GWAM
3783
Guardian Wealth Advisors (Minnesota)
Minnesota
$211K
CFAM
3784
Center For Asset Management
Florida
$210K
PFT
3785
Providence First Trust
Arizona
$210K
MAM
3786
Mystic Asset Management
Rhode Island
$210K
OIS
3787
OneAscent Investment Solutions
Alabama
$210K
DWM
3788
DeLarme Wealth Management
California
$210K
PA
3789
Planning Alternatives
Michigan
$210K
MFGM
3790
Marshall Financial Group (Maryland)
Maryland
$209K
CFG
3791
Compton Financial Group
Maryland
$209K
FPB
3792
First PREMIER Bank
South Dakota
$209K
ECAM
3793
East Coast Asset Management
Massachusetts
$209K
CA
3794
Chatterton & Associates
California
$209K
FWA
3795
FORM Wealth Advisors
Wisconsin
$209K
WIM
3796
Wittenberg Investment Management
Massachusetts
$207K
GWA
3797
Genesis Wealth Advisors
Massachusetts
$207K
GC
3798
Giverny Capital
Quebec, Canada
$207K
DCBT
3799
Dakota Community Bank & Trust
North Dakota
$207K
DFG
3800
Demars Financial Group
Washington
$206K