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Costco
COST

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: 3,932 → 4,113 (+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: 235 → 187 (-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

Top Buyers

1
Invesco
Invesco
Georgia
+$9.15B
2
Corient Private Wealth
Corient Private Wealth
Florida
+$5.74B
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$970M
4
VC
Vestor Capital
Illinois
+$876M
5
Renaissance Technologies
Renaissance Technologies
New York
+$616M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.14B
2
Goldman Sachs
Goldman Sachs
New York
-$996M
3
Amundi
Amundi
France
-$563M
4
Jennison Associates
Jennison Associates
New York
-$541M
5
N
Nuveen
North Carolina
-$305M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2376
Skyline Advisors
Washington
$1.16M +$1.81K +2 +0.1%
LWANC
2377
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.16M -$29K -32 -2%
MA
2378
Maxele Advisors
Missouri
$1.16M -$8.16K -9 -0.7%
CFS
2379
Coordinated Financial Services
Colorado
$1.16M +$65.2K +72 +6%
VFM
2380
Vision Financial Markets
Connecticut
$1.15M – – –
DI
2381
Diligent Investors
California
$1.15M -$58.9K -65 -5%
EFA
2382
Evernest Financial Advisors
Indiana
$1.15M -$90.6K -100 -8%
IIL
2383
Income Insurance Ltd
$1.15M +$1.21M +1,335 New
EFG
2384
Elevated Financial Group
Indiana
$1.15M +$1.21M +1,335 New
SSG
2385
Summit Securities Group
New York
$1.15M +$1.08M +1,190 +826%
SRC
2386
Sage Rhino Capital
California
$1.15M -$29K -32 -2%
VAF
2387
Values Added Financial
District of Columbia
$1.15M – – –
HAS
2388
HBW Advisory Services
California
$1.14M -$71.6K -79 -6%
CWA
2389
Capital Wealth Alliance
Arizona
$1.14M +$33.5K +37 +3%
HSG
2390
Helen Stephens Group
Texas
$1.14M -$18.1K -20 -1%
TIM
2391
Tevis Investment Management
Texas
$1.14M – – –
SLWA
2392
San Luis Wealth Advisors
California
$1.14M -$44.4K -49 -4%
PI
2393
Pachira Investments
California
$1.13M +$80.7K +89 +7%
GAM
2394
Gemmer Asset Management
California
$1.13M +$328K +362 +38%
EWA
2395
Eagle Wealth Advisors
Connecticut
$1.13M +$1.19M +1,315 New
HC
2396
Henshaw Capital
Massachusetts
$1.13M +$97K +107 +9%
PWA
2397
Phoenix Wealth Advisors
North Carolina
$1.13M +$71.6K +79 +6%
WB
2398
West Bancorporation
Iowa
$1.13M -$17.2K -19 -1%
RDFA
2399
Ritter Daniher Financial Advisory
Ohio
$1.13M +$19K +21 +2%
WBCM
2400
Wilson & Boucher Capital Management
California
$1.13M – – –
94 95
96
97 98

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.