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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
FFG
2276
Fortem Financial Group
California
$1.29M -$130K -143 -9%
EAN
2277
Excelsior Advisor Network
Colorado
$1.28M +$1.35M +1,490 New
LWM
2278
Lodestone Wealth Management
Washington
$1.28M -$139K -153 -9%
PFG
2279
Putney Financial Group
California
$1.28M -$22.7K -25 -2%
PCS
2280
Personal CFO Solutions
New Jersey
$1.28M -$131K -145 -9%
SIP
2281
Snowwater Investment Partners
Connecticut
$1.28M +$1.34M +1,483 New
BOH
2282
Bank of Hawaii
Hawaii
$1.28M -$252K -278 -16%
HVIA
2283
Hudson Valley Investment Advisors
New York
$1.28M -$195K -215 -13%
HBT
2284
Heartland Bank & Trust
Illinois
$1.28M -$6.34K -7 -0.5%
SCA
2285
Sander Capital Advisors
Washington
$1.27M -$196K -216 -13%
AWMS
2286
Advocacy Wealth Management Services
Georgia
$1.27M +$7.25K +8 +0.5%
LJAC
2287
L.J. Altfest & Co
New York
$1.27M -$36.2K -40 -3%
ATC
2288
Adirondack Trust Company
New York
$1.27M -$33.5K -37 -2%
FAM
2289
Formidable Asset Management
Ohio
$1.27M -$2.72K -3 -0.2%
PPW
2290
Pasadena Private Wealth
California
$1.27M +$62.5K +69 +5%
LI
2291
LVZ Inc
Michigan
$1.27M +$241K +266 +22%
BFO
2292
Biltmore Family Office
North Carolina
$1.27M +$81.6K +90 +7%
WWC
2293
Waypoint Wealth Counsel
Georgia
$1.27M -$154K -170 -10%
CG
2294
CFO4Life Group
Texas
$1.26M +$218K +241 +20%
FAM
2295
Fred Alger Management
New York
$1.26M -$179K -197 -12%
HPM
2296
Hoxton Planning & Management
West Virginia
$1.26M -$29K -32 -2%
DCM
2297
Davis Capital Management
Florida
$1.26M -$14.5K -16 -1%
RCM
2298
Riverpark Capital Management
New York
$1.26M +$54.4K +60 +4%
WCG
2299
Weaver Consulting Group
California
$1.26M +$12.7K +14 +1%
GWA
2300
Gratus Wealth Advisors
Virginia
$1.26M +$53.5K +59 +4%

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.