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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
PPA
4201
Painted Porch Advisors
California
PVM
4202
Palogic Value Management
Texas
CIM
4203
Confluence Investment Management
Missouri
ZIG
4204
Zuckerman Investment Group
Illinois
WAG
4205
Wallace Advisory Group
California
WWM
4206
Westwood Wealth Management
California
MWA
4207
Martel Wealth Advisors
Washington
FFP
4208
Freedom Financial Partners
Minnesota
EWM
4209
Edge Wealth Management
New York
BCM
4210
Brookmont Capital Management
Texas
WBC
4211
Westpac Banking Corp
Australia
BDL
4212
Bey-Douglas LLC
Georgia
EMFAT
4213
Emerald Mutual Fund Advisers Trust
Pennsylvania
GFWA
4214
Grey Fox Wealth Advisors
Delaware
NC
4215
North Capital
Utah
OBWP
4216
O'Brien Wealth Partners
Massachusetts
EPW
4217
Evergreen Private Wealth
Colorado
CIR
4218
Clear Investment Research
Georgia
WFA
4219
West Financial Advisors
Iowa
EA
4220
Evolution Advisers
Virginia
MAM
4221
MMA Asset Management
Pennsylvania
RF
4222
Robbins Farley
New Hampshire
CTC
4223
Corundum Trust Company
South Dakota
PSFG
4224
Park Square Financial Group
Georgia
APM
4225
Advanced Portfolio Management
New York