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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
GWM
801
GDS Wealth Management
Texas
$11.4M
LA
802
Lakeside Advisors
Washington
$11.4M
BAAM
803
Baker Avenue Asset Management
California
$11.4M
LFG
804
Larson Financial Group
Missouri
$11.4M
BP
805
Baypointe Partners
Connecticut
$11.4M
BFG
806
Bleakley Financial Group
New Jersey
$11.3M
WPP
807
Whalerock Point Partners
Rhode Island
$11.3M
CICC
808
Capital Investment Counsel (Colorado)
Colorado
$11.3M
EWA
809
Exencial Wealth Advisors
Oklahoma
$11.3M
AF
810
Aviso Financial
Ontario, Canada
$11.3M
TTWM
811
TCV Trust & Wealth Management
Virginia
$11.3M
FMTC
812
Farmers & Merchants Trust Company
California
$11.3M
SIC
813
Sigma Investment Counselors
Michigan
$11.3M
SFCM
814
Savoir Faire Capital Management
Connecticut
$11.2M
GVAG
815
Great Valley Advisor Group
Delaware
$11.2M
GCL
816
Gouws Capital LLC
North Carolina
$11.2M
PIA
817
Petredis Investment Advisors
Pennsylvania
$11.2M
OHIS
818
Oak Harvest Investment Services
Texas
$11.2M
MGIA
819
Moneta Group Investment Advisors
Missouri
$11.1M
RSVP
820
Ramsay Stattman Vela & Price
Colorado
$11.1M
WAM
821
Wilsey Asset Management
California
$10.9M
RMP
822
Richards, Merrill & Peterson
Washington
$10.9M
BP
823
Broadleaf Partners
Ohio
$10.9M
MWM
824
Moran Wealth Management
Florida
$10.9M
CWP
825
CFM Wealth Partners
Texas
$10.9M