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Costco
COST

Overview Fund Activity

3,883 hedge funds and large institutions have $285B invested in Costco in 2024 Q4 according to their latest regulatory filings, with 490 funds opening new positions, 1,479 increasing their positions, 1,451 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,883
Holders Change
+331
Holders Change %
+9.32%
% of All Funds
51.68%
Holding in Top 10
336
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+4.02%
% of All Funds
4.47%
New
490
Increased
1,479
Reduced
1,451
Closed
88
Calls
$8.38B
Puts
$11.6B
Net Calls
-$3.17B
Net Calls Change
-$883M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.1B
2
Northern Trust
Northern Trust
Illinois
+$538M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$417M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$350M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$315M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$6.7B
2
PFA
Pathway Financial Advisers
Indiana
-$310M
3
Goldman Sachs
Goldman Sachs
New York
-$276M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$259M
5
Bank of America
Bank of America
North Carolina
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
2476
Destiny Capital
Colorado
$1.02M – – –
AC
2477
Addison Capital
Pennsylvania
$1.02M +$14.7K +16 +1%
HP
2478
Hilltop Partners
Indiana
$1.02M +$309K +337 +43%
TL
2479
Tradewinds LLC
North Carolina
$1.02M -$2.11K -2 -0.2%
EA
2480
Eclectic Associates
California
$1.01M +$5.5K +6 +0.5%
NCMW
2481
Northern Capital Management (Washington)
Washington
$1.01M +$1.83K +2 +0.2%
BSB
2482
Bangor Savings Bank
Maine
$1.01M +$29.3K +32 +3%
LIWM
2483
Long Island Wealth Management
New York
$1.01M – – –
LG
2484
Lane Generational
Massachusetts
$1.01M – – –
SCM
2485
Sage Capital Management
New Jersey
$1.01M -$119K -130 -11%
OWG
2486
Oxford Wealth Group
Florida
$1.01M – – –
CWA
2487
Clearview Wealth Advisors
Oregon
$1.01M – – –
HWM
2488
Hemington Wealth Management
Virginia
$1.01M +$33.9K +37 +3%
RT
2489
Rockland Trust
Massachusetts
$1.01M -$85.2K -93 -8%
TA
2490
TFB Advisors
Kansas
$1M +$22K +24 +2%
F4L
2491
Fortune 45 LLC
Louisiana
$1M +$259K +282 +35%
NP
2492
Ninepoint Partners
Ontario, Canada
$1M -$73.3K -80 -7%
SPW
2493
Sonoma Private Wealth
California
$1M -$802K -875 -44%
FFA
2494
Founders Financial Alliance
North Carolina
$1,000K -$115K -125 -10%
SP
2495
Symmetry Partners
Connecticut
$999K +$660K +720 +195%
AIFAIM
2496
American Institute for Advanced Investment Management
Arizona
$999K -$8.25K -9 -0.8%
IA
2497
IFG Advisors
Missouri
$996K – – –
PFSC
2498
Peoples Financial Services Corp
Pennsylvania
$995K – – –
NA
2499
Novus Advisors
South Carolina
$993K +$993K +1,084 New
PAM
2500
Paradigm Asset Management
New York
$990K +$458K +500 +86%
98 99
100
101 102