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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
Axa
2351
Axa
France
$1.19M -$216K -238 -15%
SA
2352
Stolz & Associates
Washington
$1.19M +$1.25M +1,382 New
PPWM
2353
Paragon Private Wealth Management
Kentucky
$1.19M -$158K -174 -11%
HWM
2354
Heirloom Wealth Management
Colorado
$1.19M -$123K -136 -9%
FOA
2355
Five Oceans Advisors
California
$1.19M -$10.9K -12 -0.9%
ASBI
2356
American State Bank (Iowa)
Iowa
$1.19M +$191K +211 +18%
CCA
2357
Childress Capital Advisors
Texas
$1.19M -$58K -64 -4%
BFA
2358
Brown Financial Advisors
Ohio
$1.18M +$25.4K +28 +2%
SAM
2359
Seelaus Asset Management
New Jersey
$1.18M -$86.1K -95 -6%
OCA
2360
Odyssey Capital Advisors
Pennsylvania
$1.18M +$1.24M +1,366 New
SAM
2361
Sompo Asset Management
Japan
$1.17M -$154K -170 -11%
WFP
2362
Worthington Financial Partners
Ohio
$1.17M +$1.23M +1,360 New
KI
2363
KTF Investments
California
$1.17M +$1.23M +1,359 New
MCWA
2364
Meadow Creek Wealth Advisors
Georgia
$1.17M -$26.3K -29 -2%
ICP
2365
Interchange Capital Partners
Pennsylvania
$1.17M +$169K +186 +16%
VC
2366
Vestor Capital
Illinois
$1.17M +$876M +966,225 +20,937%
KIM
2367
Kestra Investment Management
Texas
$1.17M -$157K -173 -11%
FC
2368
Fulcrum Capital
Washington
$1.17M
MLL
2369
Moody Lynn & Lieberson
Massachusetts
$1.16M -$94.2K -104 -7%
WPC
2370
Waters Parkerson & Co
Louisiana
$1.16M +$150K +165 +14%
MTIC
2371
Missouri Trust & Investment Company
Missouri
$1.16M +$9.06K +10 +0.7%
1IA
2372
1834 Investment Advisors
Wisconsin
$1.16M -$20.8K -23 -2%
BWM
2373
Bernard Wealth Management
Michigan
$1.16M -$156K -172 -11%
GG
2374
Gleason Group
Kentucky
$1.16M +$22.7K +25 +2%
WAG
2375
Winthrop Advisory Group
Massachusetts
$1.16M +$20.8K +23 +2%

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.