COST icon

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
DWP
526
Daymark Wealth Partners
Ohio
$23.6M
VRS
527
Virginia Retirement Systems
Virginia
$23.4M
HIMC
528
Heritage Investors Management Corp
Maryland
$23.3M
CCM
529
Coldstream Capital Management
Washington
$23.3M
PFS
530
Prospera Financial Services
Texas
$23.1M
GGI
531
Godsey & Gibb Inc
Virginia
$23.1M
AWM
532
Absher Wealth Management
North Carolina
$23.1M
BF
533
BOK Financial
Oklahoma
$22.9M
AG
534
AIA Group
Hong Kong
$22.7M
NPPM
535
North Point Portfolio Managers
Ohio
$22.5M
BCM
536
Becker Capital Management
Oregon
$22.5M
IAA
537
Independent Advisor Alliance
North Carolina
$22.5M
KHLMVGHM
538
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$22.4M
HW
539
Hancock Whitney
Mississippi
$22.4M
DP
540
DDD Partners
Washington
$22.3M
SC
541
SouthState Corp
Florida
$22.3M
DAC
542
Dividend Assets Capital
South Carolina
$22.2M
HIMCH
543
Hartford Investment Management Co (HIMCO)
Connecticut
$22.1M
SPG
544
Strategic Planning Group
Utah
$22.1M
MMA
545
Miracle Mile Advisors
California
$21.8M
LNWTC
546
Laird Norton Wetherby Trust Company
Washington
$21.8M
AIP
547
Ameritas Investment Partners
Nebraska
$21.6M
ZAM
548
Zevin Asset Management
Massachusetts
$21.5M
ASN
549
Advisory Services Network
Georgia
$21.3M
MC
550
Middleton & Co
Massachusetts
$21.3M