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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
CI
976
CX Institutional
Indiana
$7.82M
VF
977
Virtu Financial
New York
$7.81M
LPT
978
Legacy Private Trust
Wisconsin
$7.75M
SPC
979
Stony Point Capital
New York
$7.75M
TCOT
980
Trust Company of Toledo
Ohio
$7.71M
KHLMTHM
981
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.7M
IAS
982
Insigneo Advisory Services
Florida
$7.7M
LI
983
LMCG Investments
Massachusetts
$7.69M
GIA
984
Gladstone Institutional Advisory
Florida
$7.66M
CCFCSB
985
Cape Cod Five Cents Savings Bank
Massachusetts
$7.66M
BL
986
BFSG LLC
California
$7.65M
IAIM
987
International Assets Investment Management
Florida
$7.64M
CCA
988
Checchi Capital Advisers
California
$7.64M
PUI
989
Purpose Unlimited Inc
$7.64M
CA
990
Commerzbank Aktiengesellschaft
Germany
$7.64M
CPIG
991
Chicago Partners Investment Group
Illinois
$7.63M
FBT
992
First Bank & Trust
South Dakota
$7.57M
GCM
993
GKV Capital Management
California
$7.57M
LSPW
994
Lake Street Private Wealth
Illinois
$7.56M
RFA
995
ROI Financial Advisors
Oregon
$7.55M
SFS
996
Stiles Financial Services
Minnesota
$7.54M
QWP
997
Quotient Wealth Partners
Texas
$7.53M
TFS
998
Thoroughbred Financial Services
Tennessee
$7.53M
KWS
999
Keystone Wealth Services
California
$7.52M
WAP
1000
Wealthcare Advisory Partners
Pennsylvania
$7.51M