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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
CF
3976
Collier Financial
Colorado
$32.8K
JGCM
3977
Joseph Group Capital Management
Ohio
$32.8K
EF
3978
Entrust Financial
Pennsylvania
$31.1K
QL
3979
Quarry LP
New York
$31K
MFP
3980
Meramec Financial Planners
Missouri
$30K
HC
3981
Hurley Capital
New York
$27.8K
BC
3982
Barrett & Company
Rhode Island
$27.6K
RL
3983
Rogco LP
Oklahoma
$27.6K
MCA
3984
McGuire Capital Advisors
Oklahoma
$27.6K
AI
3985
AXS Investments
New York
$26.7K
DPW
3986
DiNuzzo Private Wealth
Pennsylvania
$26.7K
GCS
3987
Gordian Capital (Singapore)
Singapore
$26.7K
LFASL
3988
Lugano Financial Advisors SA (LFA)
Switzerland
$26.7K
GCM
3989
Gunpowder Capital Management
Maryland
$26.7K
CMBA
3990
C.M. Bidwell & Associates
Hawaii
$25.9K
HIA
3991
HFM Investment Advisors
New Jersey
$24.1K
MDA
3992
Minot DeBlois Advisors
Massachusetts
$23.9K
MAFA
3993
MJT & Associates Financial Advisory
Minnesota
$23.3K
LIA
3994
Luken Investment Analytics
Tennessee
$23.3K
KCM
3995
Key Capital Management
Tennessee
$23.3K
FFA
3996
Frazier Financial Advisors
Ohio
$21.7K
BSC
3997
Brown Shipley & Co
United Kingdom
$21.6K
NRWA
3998
North Ridge Wealth Advisors
Oregon
$21.6K
BC
3999
Bulwark Capital
Florida
$21.6K
FA
4000
Fountainhead AM
New Jersey
$20.7K