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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
HFS
2301
Heritage Financial Services
Massachusetts
$1.26M +$8.16K +9 +0.6%
KFGK
2302
Keystone Financial Group (Kentucky)
Kentucky
$1.25M +$96.1K +106 +8%
BF
2303
Baring Financial
Washington
$1.25M +$91.5K +101 +7%
SFWC
2304
Strategic Family Wealth Counselors
New Jersey
$1.25M +$413K +456 +54%
RSA
2305
River Street Advisors
Illinois
$1.25M +$20.8K +23 +2%
MGP
2306
M&G plc
United Kingdom
$1.25M
TCM
2307
Tradewinds Capital Management
Washington
$1.25M +$70.7K +78 +6%
FLFS
2308
Family Legacy Financial Solutions
North Carolina
$1.24M +$46.2K +51 +4%
AFM
2309
Abbot Financial Management
Massachusetts
$1.24M +$50.7K +56 +4%
FNBTCON
2310
First National Bank & Trust Co of Newtown
Pennsylvania
$1.24M
SDH
2311
Sloy Dahl & Holst
Washington
$1.24M -$27.2K -30 -2%
FCAS
2312
First Command Advisory Services
Texas
$1.24M +$29K +32 +2%
YP
2313
YANKCOM Partnership
South Dakota
$1.23M +$111K +122 +9%
BPW
2314
BlueDoor Private Wealth
Massachusetts
$1.23M +$1.29M +1,429 New
Kayne Anderson Rudnick Investment Management
2315
Kayne Anderson Rudnick Investment Management
California
$1.23M +$4.53K +5 +0.4%
BEW
2316
Burton Enright Welch
California
$1.23M -$80.7K -89 -6%
CFG
2317
Chapman Financial Group
Hawaii
$1.23M +$89.7K +99 +7%
CFGW
2318
Chancellor Financial Group WB
Pennsylvania
$1.23M +$9.97K +11 +0.8%
ML
2319
McAdam LLC
Pennsylvania
$1.23M +$8.16K +9 +0.6%
RCM
2320
Radnor Capital Management
Pennsylvania
$1.23M +$45.3K +50 +4%
EGA
2321
Eagle Global Advisors
Texas
$1.23M +$33.5K +37 +3%
HA
2322
Hofer & Associates
California
$1.22M +$7.25K +8 +0.6%
CWMP
2323
Clarion Wealth Managment Partners
Virginia
$1.22M
SWM
2324
SHP Wealth Management
Massachusetts
$1.22M +$1.28M +1,416 New
CPA
2325
Cardiff Park Advisors
California
$1.22M -$87.9K -97 -6%

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.