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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
TBA
926
Tower Bridge Advisors
Pennsylvania
$8.76M
NSUP
927
NLB Skladi upravljanje premozenja
$8.76M
TNA
928
True North Advisors
Texas
$8.75M
AAP
929
Arax Advisory Partners
Colorado
$8.75M
AWM
930
Angeles Wealth Management
California
$8.74M
QCM
931
Qsemble Capital Management
New York
$8.73M
GLR
932
Great Lakes Retirement
Ohio
$8.68M
OCM
933
One Capital Management
California
$8.67M
ESBC
934
E.S. Barr & Co
Kentucky
$8.64M
LFP
935
Leeward Financial Partners
Washington
$8.64M
GWM
936
Geneos Wealth Management
Colorado
$8.64M
MPIA
937
Mountain Pacific Investment Advisers
Idaho
$8.61M
SGWP
938
Sun Group Wealth Partners
California
$8.56M
QIM
939
Quest Investment Management
Oregon
$8.55M
PCM
940
Parsons Capital Management
Rhode Island
$8.46M
NCM
941
Nelson Capital Management
California
$8.44M
HCM
942
Howland Capital Management
Massachusetts
$8.4M
AFG
943
Atomi Financial Group
New York
$8.39M
MVA
944
Mount Vernon Associates
Maryland
$8.39M
RWM
945
Rockline Wealth Management
New York
$8.38M
HR
946
Howe & Rusling
New York
$8.38M
NIG
947
NFJ Investment Group
Texas
$8.37M
MAS
948
Meeder Advisory Services
Ohio
$8.35M
ILI
949
Invesco LLC (Illinois)
Illinois
$8.34M
MC
950
Moors & Cabot
Massachusetts
$8.34M