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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
MAS
3901
MPWM Advisory Solutions
Georgia
$121K
VWA
3902
VSM Wealth Advisory
Maryland
$120K
HAP
3903
Harbor Asset Planning
Massachusetts
$119K
RCM
3904
Richardson Capital Management
Wisconsin
$113K
NECFA
3905
New England Capital Financial Advisors
Connecticut
$113K
S
3906
Sachetta
Massachusetts
$110K
LAS
3907
Lloyd Advisory Services
Georgia
$109K
GFA
3908
Godfrey Financial Associates
New York
$109K
RBC
3909
Roble Belko & Company
Pennsylvania
$106K
MFT
3910
Moisand Fitzgerald Tamayo
Florida
$103K
CFM
3911
Cornerstone Financial Management
Massachusetts
$103K
LC
3912
Luminist Capital
Michigan
$103K
DFA
3913
DHJJ Financial Advisors
Illinois
$100K
SWIM
3914
Smallwood Wealth Investment Management
New Jersey
$100K
POIA
3915
Pin Oak Investment Advisors
Texas
$100K
C
3916
Covestor
United Kingdom
$98K
SG
3917
Sankala Group
Colorado
$96K
CCP
3918
Caden Capital Partners
California
$95.7K
HHGA
3919
Halbert Hargrove Global Advisors
California
$95.7K
BGAI
3920
Bruce G. Allen Investments
Colorado
$94K
WWA
3921
Wealth Watch Advisors
Colorado
$93.1K
MFG
3922
Mendota Financial Group
Wisconsin
$90.5K
DT
3923
DV Trading
Illinois
$90.5K
WAG
3924
Wilkerson Advisory Group
Missouri
$90.5K
HPWM
3925
High Point Wealth Management
New Jersey
$89K