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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
CI
4126
Corient IA
Florida
WFPG
4127
Waller Financial Planning Group
Ohio
FIC
4128
Family Investment Center
Missouri
WCP
4129
Wick Capital Partners
Pennsylvania
T
4130
Tableaux
Massachusetts
ACM
4131
Andina Capital Management
Utah
G
4132
GenTrust
Florida
SI
4133
Severin Investments
Missouri
HBWM
4134
Hollow Brook Wealth Management
New York
CWM
4135
Crowley Wealth Management
Delaware
LAM
4136
Lifestyle Asset Management
Texas
BA
4137
Bluesphere Advisors
Pennsylvania
SPWM
4138
Spartan Planning & Wealth Management
North Carolina
CIA
4139
Caerus Investment Advisors
Texas
FS
4140
Ferguson Shapiro
Georgia
RW
4141
Rede Wealth
Virginia
SC
4142
Scholtz & Company
Connecticut
CCM
4143
Coerente Capital Management
Ontario, Canada
AWCI
4144
Alpine Woods Capital Investors
New York
LWM
4145
Latko Wealth Management
Illinois
AWA
4146
A4 Wealth Advisors
North Carolina
MKA
4147
M. Kulyk & Associates
Georgia
SDJVC
4148
St. Denis J. Villere & Co
Louisiana
SPP
4149
Single Point Partners
Massachusetts
GPWA
4150
Great Point Wealth Advisors
Massachusetts