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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
SDIC
3851
South Dakota Investment Council
South Dakota
$181K
OA
3852
Operose Advisors
Wisconsin
$178K
FS
3853
Financially Speaking
Colorado
$177K
KBFS
3854
Kohmann Bosshard Financial Services
Ohio
$175K
MW
3855
Merited Wealth
Florida
$175K
MIFH
3856
Migdal Insurance & Financial Holdings
Israel
$175K
AWA
3857
Acumen Wealth Advisors
Tennessee
$173K
QWM
3858
Quaker Wealth Management
New Jersey
$172K
RWM
3859
Rialto Wealth Management
New York
$172K
PW
3860
Pandora Wealth
Illinois
$172K
FNWA
3861
Financial Network Wealth Advisors
Utah
$172K
PSB
3862
Piscataqua Savings Bank
New Hampshire
$172K
GAFA
3863
Garton & Associates Financial Advisors
Kentucky
$171K
VWA
3864
Valued Wealth Advisors
Utah
$170K
LAMC
3865
Longview Asset Management (California)
California
$169K
WAG
3866
Wiser Advisor Group
Arizona
$167K
1L
3867
10Elms LLP
Oklahoma
$166K
FC
3868
Family CFO
California
$164K
LGWM
3869
Litman Gregory Wealth Management
California
$159K
CWP
3870
Clark Wealth Partners
Illinois
$156K
AW
3871
Avion Wealth
Texas
$156K
EIM
3872
Essex Investment Management
Massachusetts
$155K
Q1WB
3873
Quest 10 Wealth Builders
Virginia
$155K
NWMP
3874
Noble Wealth Management PBC
Colorado
$154K
GK
3875
Graney & King
New York
$149K