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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
PPF
3801
Pacific Park Financial
California
$206K
PG
3802
Prostatis Group
Maryland
$206K
SC
3803
Seldon Capital
California
$205K
OPTFSNA
3804
Old Point Trust & Financial Services N A
Virginia
$205K
PWS
3805
Proactive Wealth Strategies
Georgia
$205K
AHC
3806
Anderson Hoagland & Co
Missouri
$204K
MGAM
3807
McGowan Group Asset Management
Texas
$204K
NCM
3808
Noesis Capital Mangement
Florida
$204K
MUMSS
3809
Mitsubishi UFJ Morgan Stanley Securities
Japan
$204K
KAS
3810
Kemnay Advisory Services
New York
$204K
TWPM
3811
Total Wealth Planning & Management
Florida
$204K
FA
3812
FSA Advisors
Michigan
$204K
IWA
3813
IVC Wealth Advisors
Pennsylvania
$203K
IAA
3814
Ironsides Asset Advisors
North Carolina
$203K
GRA
3815
Golden Road Advisors
Florida
$203K
OWCM
3816
One Wealth Capital Management
Arizona
$203K
MWP
3817
Meriwether Wealth & Planning
Louisiana
$203K
SPW
3818
Surience Private Wealth
Washington
$203K
SRC
3819
Shufro Rose & Co
New York
$203K
MWM
3820
Manske Wealth Management
Texas
$203K
VR
3821
Valued Retirements
Texas
$202K
CWA
3822
Crux Wealth Advisors
California
$202K
PFG
3823
Prospect Financial Group
Virginia
$202K
GFG
3824
Greenberg Financial Group
Arizona
$202K
TF
3825
Tandem Financial
Colorado
$202K