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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
SCA
876
Stokes Capital Advisors
South Carolina
$9.71M
B
877
Bensler
Washington
$9.67M
SIC
878
SFE Investment Counsel
California
$9.66M
FTWA
879
Fifth Third Wealth Advisors
Ohio
$9.65M
GLA
880
Great Lakes Advisors
Illinois
$9.64M
VFA
881
Valeo Financial Advisors
Indiana
$9.61M
NFG
882
Nations Financial Group
Iowa
$9.58M
IFA
883
Index Fund Advisors
California
$9.58M
EI
884
EFG International
$9.57M
WF
885
WoodTrust Financial
Wisconsin
$9.47M
BCPWM
886
Bradley & Co Private Wealth Management
Florida
$9.43M
TCBWMS
887
Texas Capital Bank Wealth Management Services
Texas
$9.42M
EPIM
888
Evelyn Partners Investment Management
$9.42M
BIG
889
Brooklyn Investment Group
New York
$9.42M
CQWA
890
Chokshi & Queen Wealth Advisors
California
$9.39M
GGI
891
GPM Growth Investors
Michigan
$9.37M
FFN
892
Focus Financial Network
Minnesota
$9.34M
GIM
893
Goelzer Investment Management
Indiana
$9.34M
GBA
894
Garrison Bradford & Associates
New York
$9.34M
AG
895
Algert Global
California
$9.32M
FWP
896
Falcon Wealth Planning
California
$9.3M
PFA
897
Perryman Financial Advisory
Texas
$9.3M
FWTB
898
First Western Trust Bank
Colorado
$9.29M
PCG
899
Prosperity Consulting Group
Maryland
$9.28M
MWA
900
Meridian Wealth Advisors
Texas
$9.26M