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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
NSIM
901
North Star Investment Management
Illinois
$9.22M
APP
902
Avantax Planning Partners
Iowa
$9.22M
CA
903
CapWealth Advisors
Tennessee
$9.19M
SW
904
Simplicity Wealth
New Jersey
$9.19M
DCA
905
DSG Capital Advisors
Minnesota
$9.18M
MCM
906
Mengis Capital Management
Oregon
$9.17M
KC
907
Knuff & Co
California
$9.15M
SMFG
908
Sumitomo Mitsui Financial Group
Japan
$9.14M
RMCM
909
Reynders McVeigh Capital Management
Massachusetts
$9.13M
WWA
910
WCG Wealth Advisors
Nevada
$9.13M
JAG
911
Journey Advisory Group
Kentucky
$9.09M
BMO
912
Beck Mack & Oliver
New York
$9.06M
MB
913
MidFirst Bank
Oklahoma
$9M
LGG
914
Luts & Greenleigh Group
Maryland
$8.99M
CIA
915
Choate Investment Advisors
Massachusetts
$8.99M
PCA
916
Pallas Capital Advisors
Massachusetts
$8.98M
IWM
917
IHT Wealth Management
Illinois
$8.97M
JPWM
918
Jamison Private Wealth Management
Georgia
$8.97M
GIA
919
GHP Investment Advisors
Colorado
$8.95M
KNW
920
Kesler Norman & Wride
Utah
$8.92M
CT
921
Coastline Trust
Rhode Island
$8.89M
CIM
922
Contravisory Investment Management
Massachusetts
$8.88M
SWIG
923
Strategic Wealth Investment Group
Kentucky
$8.84M
HDIM
924
Hanson & Doremus Investment Management
Vermont
$8.84M
AP
925
Appleton Partners
Massachusetts
$8.82M