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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
PWMG
4101
Pinnacle Wealth Management Group
Michigan
CFO
4102
Custos Family Office
Texas
VWM
4103
Verus Wealth Management
Wisconsin
GWM
4104
Gibbs Wealth Management
Georgia
BWP
4105
BlueStem Wealth Partners
Minnesota
BC
4106
Bridgefront Capital
Texas
VAM
4107
Vienna Asset Management
California
SFB
4108
STAR Financial Bank
Indiana
BFAG
4109
Blackston Financial Advisory Group
Florida
MC
4110
McCarthy & Cox
Ohio
MRP
4111
Measured Risk Portfolios
California
FTC
4112
Farmers Trust Company
Ohio
VRM
4113
Vectors Research Management
New York
WAG
4114
Wheelhouse Advisory Group
Missouri
PCM
4115
Park Capital Management
Wisconsin
OPWM
4116
Oxinas Partners Wealth Management
Indiana
OWA
4117
Outlook Wealth Advisors
Texas
SRSA
4118
S.R. Schill & Associates
Washington
OWM
4119
Opes Wealth Management
California
OLA
4120
Oliver Luxxe Assets
New Jersey
CIA
4121
Cascade Investment Advisors
Oregon
OCG
4122
Opus Capital Group
Ohio
ONSWM
4123
Old North State Wealth Management
North Carolina
NCG
4124
Newport Capital Group
New Jersey
PCMC
4125
Paragon Capital Management (Colorado)
Colorado