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Costco

3,993 hedge funds and large institutions have $262B invested in Costco in 2025 Q4 according to their latest regulatory filings, with 363 funds opening new positions, 1,537 increasing their positions, 1,629 reducing their positions, and 174 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 → $262B (-$12B)

6% less repeat investments, than reductions

Existing positions increased: 1,537 | Existing positions reduced: 1,629

23% less funds holding in top 10

Funds holding in top 10: 234180 (-54)

Holders
3,993
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
180
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.04B
Puts
$8.25B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
4051
Strategic Financial Concepts
Texas
SGFG
4052
Silver Grove Financial Group
New York
RIP
4053
Reliant Investment Partners
North Carolina
SPA
4054
Sherbrooke Park Advisers
New York
MSA
4055
Marino Stram & Associates
Massachusetts
TA
4056
TKG Advisors
Indiana
LAM
4057
LECAP Asset Management
United Kingdom
TCG
4058
Transcendent Capital Group
Oklahoma
M1FG
4059
Mach-1 Financial Group
Arkansas
BI
4060
BlueSpruce Investments
Illinois
CAS
4061
CTC Alternative Strategies
Illinois
LFG
4062
Lockerman Financial Group
California
SPW
4063
Sonoma Private Wealth
California
WFC
4064
Western Financial Corp
California
BAM
4065
Blueshift Asset Management
New Jersey
BWCS
4066
Beirne Wealth Consulting Services
Connecticut
CI
4067
Corient IA
Florida
WFPG
4068
Waller Financial Planning Group
Ohio
FIC
4069
Family Investment Center
Missouri
WCP
4070
Wick Capital Partners
Pennsylvania
T
4071
Tableaux
Massachusetts
ACM
4072
Andina Capital Management
Utah
G
4073
GenTrust
Florida
SI
4074
Severin Investments
Missouri
HBWM
4075
Hollow Brook Wealth Management
New York