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Costco

4,113 hedge funds and large institutions have $273B invested in Costco in 2025 Q4 according to their latest regulatory filings, with 432 funds opening new positions, 1,559 increasing their positions, 1,648 reducing their positions, and 175 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 432 | Existing positions closed: 175

5.79% more ownership

Funds ownership: 66.95%72.74% (+5.8%)

5% more funds holding

Funds holding: 3,9324,113 (+181)

1% less capital invested

Capital invested by funds: $274B → $273B (-$1.78B)

2% less call options, than puts

Call options by funds: $8.05B | Put options by funds: $8.25B

5% less repeat investments, than reductions

Existing positions increased: 1,559 | Existing positions reduced: 1,648

20% less funds holding in top 10

Funds holding in top 10: 235187 (-48)

Holders
4,113
Holders Change
+181
Holders Change %
+4.6%
% of All Funds
50.02%
Holding in Top 10
187
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-20.43%
% of All Funds
2.27%
New
432
Increased
1,559
Reduced
1,648
Closed
175
Calls
$8.05B
Puts
$8.25B
Net Calls
-$197M
Net Calls Change
+$705M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
2226
Fukoku Mutual Life Insurance
Japan
$1.39M -$198K -219 -12%
SFPG
2227
Stonebridge Financial Planning Group
Florida
$1.39M -$31.7K -35 -2%
BCM
2228
Boltwood Capital Management
California
$1.39M +$48K +53 +3%
CFS
2229
CRA Financial Services
New Jersey
$1.39M -$72.5K -80 -5%
SWGC
2230
Summit Wealth Group (Colorado)
Colorado
$1.38M +$1.45M +1,601 New
TIM
2231
Tortoise Investment Management
New York
$1.38M +$65.2K +72 +5%
CG
2232
Corundum Group
Colorado
$1.38M +$227K +251 +19%
PMA
2233
Prudent Man Advisors
Illinois
$1.37M -$9.06K -10 -0.6%
CWA
2234
Consilium Wealth Advisory
Texas
$1.37M +$33.5K +37 +2%
SSA
2235
Shepherd Street Advisors
California
$1.37M +$1.44M +1,592 New
PCA
2236
Purkiss Capital Advisors
Connecticut
$1.37M -$101K -112 -7%
SP
2237
Stonebrook Private
Michigan
$1.36M +$12.7K +14 +0.9%
GSIS
2238
Global Strategic Investment Solutions
Arizona
$1.36M +$3.63K +4 +0.3%
AAA
2239
Andrews Advisory Associates
Hawaii
$1.36M +$1.43M +1,573 New
LF
2240
LifeSteps Financial
California
$1.35M -$21.7K -24 -2%
YDMI
2241
Y.D. More Investments
Israel
$1.35M -$123K -136 -8%
BW
2242
BXM Wealth
Colorado
$1.35M +$7.17M +7,908 +559%
KIC
2243
Kensington Investment Counsel
California
$1.35M +$543K +599 +62%
OAM
2244
Oxford Asset Management
United Kingdom
$1.34M +$815K +899 +136%
USWIA
2245
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.34M +$11.8K +13 +1%
CWA
2246
Crusonia Wealth Advisors
Colorado
$1.34M +$1.41M +1,553 New
IIM
2247
Intact Investment Management
Quebec, Canada
$1.34M +$852K +940 +154%
EM
2248
Excalibur Management
Massachusetts
$1.33M +$5.44K +6 +0.4%
CIM
2249
Cambria Investment Management
California
$1.33M +$995K +1,098 +245%
VGDSS
2250
VUB Generali dochodkova spravcovska spolocnost
$1.33M +$1.39M +1,538 New

COST Hedge Fund Activity: Q4 2025 in Review

4,113 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q4 2025, worth a combined $273B — down 0.65% from $274B a quarter earlier.

Buyers outnumbered sellers: 432 funds opened new COST positions and 175 closed out — a net gain of 257 holders — while 1,559 added to existing stakes and 1,648 trimmed.

The largest buyer was Invesco, adding an estimated $9.15B. The largest seller was Fidelity Investments, cutting an estimated $1.14B.

  • 4,113 institutional investors held Costco (COST) as of Q4 2025, up from 3,932 in Q3 2025.
  • Funds reported $273B of Costco stock for Q4 2025, down 0.65% quarter-over-quarter.
  • 432 funds opened new Costco positions in Q4 2025 and 175 closed out, a net change of +257 holders.
  • The largest Costco buyer in Q4 2025 was Invesco, an estimated $9.15B added.
  • The largest Costco seller in Q4 2025 was Fidelity Investments, an estimated $1.14B sold.

Based on aggregated 13F filings for Q4 2025.