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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
CWM
4076
Crowley Wealth Management
Delaware
LAM
4077
Lifestyle Asset Management
Texas
BA
4078
Bluesphere Advisors
Pennsylvania
SPWM
4079
Spartan Planning & Wealth Management
North Carolina
CIA
4080
Caerus Investment Advisors
Texas
RW
4081
Rede Wealth
Virginia
FS
4082
Ferguson Shapiro
Georgia
SC
4083
Scholtz & Company
Connecticut
CCM
4084
Coerente Capital Management
Ontario, Canada
AWCI
4085
Alpine Woods Capital Investors
New York
LWM
4086
Latko Wealth Management
Illinois
MKA
4087
M. Kulyk & Associates
Georgia
AWA
4088
A4 Wealth Advisors
North Carolina
SDJVC
4089
St. Denis J. Villere & Co
Louisiana
SPP
4090
Single Point Partners
Massachusetts
GPWA
4091
Great Point Wealth Advisors
Massachusetts
TCM
4092
TABR Capital Management
California
HWM
4093
Hobbs Wealth Management
Indiana
BC
4094
Bowman & Company
Wisconsin
DI
4095
Disciplined Investments
Oklahoma
RW
4096
REDW Wealth
New Mexico
PWSG
4097
Pacific Wealth Strategies Group
California
CST
4098
Charles Schwab Trust
Nevada
NC
4099
NewSquare Capital
Pennsylvania
JFGLC
4100
Johnson Financial Group LLC (Colorado)
Colorado