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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
DIM
951
DLK Investment Management
California
$8.33M
LS
952
Livforsakringsbolaget Skandia
Sweden
$8.32M
OHWP
953
Oak Harbor Wealth Partners
North Carolina
$8.29M
BP
954
Ballentine Partners
Massachusetts
$8.26M
BA
955
Baugh & Associates
Georgia
$8.24M
SIAP
956
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.19M
CCM
957
Carderock Capital Management
Maryland
$8.18M
SAM
958
Smartleaf Asset Management
Massachusetts
$8.17M
GI
959
GAMMA Investing
California
$8.14M
HIC
960
Hartline Investment Corp
Illinois
$8.13M
BSCCG
961
Blue Sky Capital Consultants Group
California
$8.1M
FA
962
Fiduciary Alliance
South Carolina
$8.1M
SWM
963
SeaCrest Wealth Management
New York
$8.08M
CCWM
964
Cassaday & Co Wealth Management
Virginia
$8.08M
HC
965
Headland Capital
South Carolina
$8.06M
SAI
966
Savvy Advisors Inc
New York
$8.05M
VVP
967
Venture Visionary Partners
Ohio
$8.01M
WHG
968
Westwood Holdings Group
Texas
$7.99M
PBC
969
Pavion Blue Capital
California
$7.97M
EPW
970
Evolve Private Wealth
California
$7.97M
N
971
Numerai
California
$7.96M
CHC
972
City Holding Co
West Virginia
$7.91M
WAP
973
Wealth Analytics Partners
California
$7.91M
IFWM
974
Institute for Wealth Management
Colorado
$7.84M
WP
975
WealthPLAN Partners
Nebraska
$7.82M