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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
KFG
3951
Kingdom Financial Group
Arizona
$57.3K
RPA
3952
Redwood Park Advisors
California
$53.7K
PP
3953
Pingora Partners
Wyoming
$53.5K
TWD
3954
True Wealth Design
Ohio
$52.6K
KTC
3955
Kentucky Trust Company
Kentucky
$47.4K
RWS
3956
Retirement Wealth Solutions
Wisconsin
$46.8K
SRCM
3957
Signature Resources Capital Management
California
$46.8K
AIM
3958
Access Investment Management
Georgia
$46.3K
CW
3959
CrossGen Wealth
North Carolina
$45.8K
VIS
3960
Vega Investment Solutions
France
$45.7K
EWM
3961
Evolution Wealth Management
Florida
$43.7K
SC
3962
Swan Capital
Florida
$43.1K
MBFW
3963
Morton Brown Family Wealth
Pennsylvania
$41.8K
RFA
3964
Reyes Financial Architecture
California
$41.6K
CC
3965
Copos Capital
$41.4K
IRC
3966
Investors Research Corp
Georgia
$39.7K
PCA
3967
PMV Capital Advisers
Texas
$38.8K
EI
3968
eCIO Inc
Wisconsin
$38.8K
RWA
3969
Redmont Wealth Advisors
Illinois
$37.1K
CAM
3970
Chesapeake Asset Management
New York
$35.4K
ACM
3971
Aster Capital Management
United Arab Emirates
$34.5K
SA
3972
SRH Advisors
Kansas
$34.5K
YAL
3973
Your Advocates Ltd
Texas
$34.5K
FCG
3974
Financial Connections Group
California
$33K
PCM
3975
Penserra Capital Management
California
$33K