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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
GG
3826
GenWealth Group
New Jersey
$201K
PM
3827
Pembroke Management
Quebec, Canada
$201K
CCT
3828
Chemung Canal Trust
New York
$201K
SCP
3829
Stevens Capital Partners
Nebraska
$201K
MW
3830
Members Wealth
Pennsylvania
$200K
LPFG
3831
Landing Point Financial Group
Ohio
$200K
HP
3832
Haven Private
Florida
$200K
BCWM
3833
Ball & Co Wealth Management
Tennessee
$200K
BFP
3834
Birchwood Financial Partners
Minnesota
$199K
TLA
3835
Tanglewood Legacy Advisors
Texas
$197K
MCA
3836
Midwest Capital Advisors
Michigan
$195K
SWA
3837
Strategic Wealth Advisors
Arizona
$194K
PWA
3838
Provenance Wealth Advisors
Florida
$193K
CP
3839
Camelot Portfolios
Ohio
$193K
P
3840
Palladiem
Pennsylvania
$192K
NWM
3841
Nova Wealth Management
Florida
$190K
JFG
3842
JDM Financial Group
Texas
$190K
XC
3843
XY Capital
Hong Kong
$188K
PWM
3844
Proathlete Wealth Management
Florida
$188K
MIM
3845
Manitou Investment Management
Ontario, Canada
$185K
MPW
3846
MASECO Private Wealth
$183K
EPAM
3847
Evelyn Partners Asset Management
$183K
SHIM
3848
Stone House Investment Management
Pennsylvania
$182K
PIS
3849
POM Investment Strategies
North Carolina
$182K
CPG
3850
Cornerstone Planning Group
New Jersey
$181K