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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
NF
776
Nikulski Financial
Iowa
$11.9M
KA
777
Kercheville Advisors
Texas
$11.9M
BEAM
778
Baker Ellis Asset Management
Washington
$11.9M
BWL
779
Bogart Wealth LLC
Virginia
$11.9M
CFSG
780
Community Financial Services Group
Vermont
$11.9M
RCYC
781
Richard C. Young & Co
Rhode Island
$11.8M
CA
782
Cullinan Associates
Kentucky
$11.8M
ADEF
783
Adams Diversified Equity Fund
Maryland
$11.8M
TF
784
Tompkins Financial
New York
$11.8M
RWM
785
RKL Wealth Management
Pennsylvania
$11.8M
DA
786
Dillon & Associates
Michigan
$11.8M
FIA
787
Foundations Investment Advisors
Arizona
$11.7M
BFO
788
Boston Family Office
Massachusetts
$11.7M
RMC
789
Resources Management Corp
Connecticut
$11.6M
CAM
790
Cypress Asset Management
Texas
$11.6M
FFWA
791
FRG Family Wealth Advisors
Washington
$11.6M
CBT
792
Central Bank & Trust
Kentucky
$11.5M
PA
793
Perennial Advisors
New York
$11.5M
FC
794
FORA Capital
Florida
$11.5M
TCM
795
Telos Capital Management
California
$11.5M
VCM
796
Vision Capital Management
Oregon
$11.5M
KWMG
797
King Wealth Management Group
Florida
$11.5M
GT
798
Glenview Trust
Kentucky
$11.4M
UCMOK
799
United Capital Management of KS
Kansas
$11.4M
MWM
800
Mission Wealth Management
California
$11.4M