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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
TCM
4151
TABR Capital Management
California
BC
4152
Bowman & Company
Wisconsin
HWM
4153
Hobbs Wealth Management
Indiana
DI
4154
Disciplined Investments
Oklahoma
RW
4155
REDW Wealth
New Mexico
PWSG
4156
Pacific Wealth Strategies Group
California
CST
4157
Charles Schwab Trust
Nevada
NC
4158
NewSquare Capital
Pennsylvania
JFGLC
4159
Johnson Financial Group LLC (Colorado)
Colorado
CFO
4160
Custos Family Office
Texas
VWM
4161
Verus Wealth Management
Wisconsin
PWMG
4162
Pinnacle Wealth Management Group
Michigan
BWP
4163
BlueStem Wealth Partners
Minnesota
GWM
4164
Gibbs Wealth Management
Georgia
VAM
4165
Vienna Asset Management
California
BC
4166
Bridgefront Capital
Texas
SFB
4167
STAR Financial Bank
Indiana
BFAG
4168
Blackston Financial Advisory Group
Florida
MC
4169
McCarthy & Cox
Ohio
FTC
4170
Farmers Trust Company
Ohio
MRP
4171
Measured Risk Portfolios
California
VRM
4172
Vectors Research Management
New York
WAG
4173
Wheelhouse Advisory Group
Missouri
PCM
4174
Park Capital Management
Wisconsin
OPWM
4175
Oxinas Partners Wealth Management
Indiana