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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
AMM
851
American Money Management
California
$10.4M
WC
852
Whitney & Co
New York
$10.4M
GP
853
Guardian Partners
Canada
$10.3M
PS
854
Principal Securities
Iowa
$10.3M
MSA
855
MUFG Securities Americas
New York
$10.3M
GWMR
856
GC Wealth Management RIA
Massachusetts
$10.3M
MWM
857
Modern Wealth Management
Kansas
$10.1M
CWA
858
Clarity Wealth Advisors
California
$10.1M
KRSITF
859
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.1M
TWM
860
TLW Wealth Management
Florida
$10.1M
LIP
861
Liontrust Investment Partners
United Kingdom
$10.1M
WB
862
Webster Bank
Connecticut
$10M
GH
863
GAM Holding
Switzerland
$10M
SW
864
SlateStone Wealth
Florida
$9.99M
CCM
865
Copeland Capital Management
Pennsylvania
$9.99M
QCG
866
Quadrant Capital Group
Ohio
$9.96M
HIP
867
HUB Investment Partners
Texas
$9.95M
1SB
868
1ST Source Bank
Indiana
$9.93M
MA
869
McBroom & Associates
Nevada
$9.92M
KFP
870
KMG Fiduciary Partners
Ohio
$9.88M
CPCPP
871
Canada Post Corporation Pension Plan
Canada
$9.87M
ISWM
872
Independent Solutions Wealth Management
New York
$9.8M
BIM
873
Baldwin Investment Management
Pennsylvania
$9.79M
ECM
874
Empirical Capital Management
Tennessee
$9.79M
CPA
875
Capital Planning Advisors
California
$9.74M