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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
NSG
3926
Nalls Sherbakoff Group
Tennessee
$86.2K
NIM
3927
Nexus Investment Management
Ontario, Canada
$86.2K
HIW
3928
Holos Integrated Wealth
Pennsylvania
$85.5K
TWM
3929
Timmons Wealth Management
Massachusetts
$85.2K
PG
3930
Proffitt & Goodson
Tennessee
$84.5K
HHMI
3931
Howard Hughes Medical Institute
Maryland
$81.9K
SC
3932
Steph & Co
Wisconsin
$77.6K
LC
3933
Lavaca Capital
Texas
$73.3K
WW
3934
Winnow Wealth
Texas
$72.5K
BIM
3935
Breakwater Investment Management
Washington
$71.6K
RG
3936
RHL Group
Michigan
$71.6K
GWM
3937
Gilpin Wealth Management
Colorado
$70.7K
RTL
3938
Red Tortoise LLC
Georgia
$70.1K
SR
3939
Swiss Re
Switzerland
$69K
1GI
3940
180 GPS Investments
$67.3K
RA
3941
Ransom Advisory
Rhode Island
$66.4K
APW
3942
Atlantic Private Wealth
North Carolina
$64.7K
AP
3943
Aspect Partners
Virginia
$63.8K
FF
3944
Friedenthal Financial
New Jersey
$62.2K
APW
3945
Acima Private Wealth
Virginia
$62.1K
CWA
3946
Carolina Wealth Advisors
South Carolina
$62.1K
BTC
3947
Bank & Trust Company
Illinois
$61.2K
KG
3948
Kilter Group
New York
$60.4K
TM
3949
Torren Management
California
$59.5K
IUHSA
3950
Itau Unibanco Holding S.A.
Brazil
$59.5K