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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
BCM
676
Brookstone Capital Management
Illinois
$15.1M
FMII
677
Farmers & Merchants Investments Inc
Nebraska
$15.1M
SFI
678
Siemens Fonds Invest
Germany
$15.1M
TCA
679
Trifecta Capital Advisors
Illinois
$15.1M
AWM
680
Axxcess Wealth Management
California
$15M
FCBT
681
First Citizens Bank & Trust
North Carolina
$15M
PIM
682
Progressive Investment Management
Oregon
$15M
TSS
683
Thomas Story & Son
Indiana
$15M
EI
684
Ethic Inc
New York
$14.9M
TFA
685
Teamwork Financial Advisors
Texas
$14.9M
CNB
686
Camden National Bank
Maine
$14.8M
CM
687
Cercano Management
Washington
$14.8M
AC
688
Addenda Capital
Quebec, Canada
$14.7M
IA
689
Integrity Alliance
Iowa
$14.6M
FMC
690
First Merchants Corp
Indiana
$14.5M
RDWM
691
Red Door Wealth Management
Tennessee
$14.5M
HFS
692
Haverford Financial Services
Pennsylvania
$14.5M
JAFL
693
Jay A. Fishman Ltd
Michigan
$14.4M
FHC
694
First Horizon Corporation
Tennessee
$14.4M
MCWS
695
McKinley Carter Wealth Services
West Virginia
$14.4M
RCM
696
RB Capital Management
Nevada
$14.3M
WG
697
Winton Group
United Kingdom
$14.3M
AP
698
Americana Partners
Texas
$14.2M
ACM
699
Agave Capital Management
$14.2M
JCM
700
Jag Capital Management
Missouri
$14.2M