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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
IW
4001
Imprint Wealth
South Carolina
$19.8K
FW
4002
Fairway Wealth
Ohio
$19.6K
IIM
4003
IFC & Insurance Marketing
California
$19K
PS
4004
PayPay Securities
Japan
$19K
PWA
4005
Principia Wealth Advisory
Texas
$18.1K
MFC
4006
Mechanics Financial Corp
Ohio
$18.1K
SIP
4007
Sellwood Investment Partners
Oregon
$18.1K
CAIM
4008
Catherine Avery Investment Management
Florida
$17.2K
MASM
4009
MH & Associates Securities Management
California
$17.2K
BHWM
4010
Bay Harbor Wealth Management
Maryland
$17.2K
WA
4011
WestEnd Advisors
North Carolina
$16.4K
IA
4012
IFS Advisors
Kansas
$16.4K
BW
4013
Basepoint Wealth
Iowa
$15.6K
NWS
4014
Nvest Wealth Strategies
Ohio
$15.5K
UFPG
4015
United Financial Planning Group
New York
$15.5K
FFL
4016
Financial Freedom LLC
Ohio
$15K
1IA
4017
1620 Investment Advisors
Massachusetts
$11.7K
NL
4018
NorthAvenue LLC
Ohio
$11.2K
LIM
4019
Longfellow Investment Management
Massachusetts
$11.2K
CA
4020
Cresta Advisors
Texas
$10.3K
MDCM
4021
Morgan Dempsey Capital Management
Wisconsin
$9.49K
PMIM
4022
Prudent Man Investment Management
Colorado
$9.49K
CI
4023
Clal Insurance
Israel
$9K
LAM
4024
Lummis Asset Management
Texas
$8.62K
AIP
4025
Alexis Investment Partners
Texas
$8.62K