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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 %
EW
2501
Enzi Wealth
Texas
$989K +$1.89K +2 +0.2%
LFS
2502
Littlejohn Financial Services
Oregon
$987K +$987K +1,077 New
AFA
2503
Antonelli Financial Advisors
Michigan
$987K +$987K +1,077 New
BAG
2504
Bridgewealth Advisory Group
California
$986K +$323K +300 +49%
AA
2505
Acorns Advisers
California
$985K +$89.8K +98 +10%
CWG
2506
Crown Wealth Group
North Carolina
$985K +$17.4K +19 +2%
DQRIM
2507
Dale Q Rice Investment Management
Washington
$984K +$984K +1,074 New
LBC
2508
Leigh Baldwin & Co
New York
$982K +$982K +1,072 New
PFWA
2509
Paces Ferry Wealth Advisors
Georgia
$982K -$3.67K -4 -0.4%
SCM
2510
Sunbeam Capital Management
Georgia
$979K +$979K +1,068 New
GAA
2511
Global Assets Advisory
Florida
$979K -$477K -524 -33%
CWMGO
2512
Capstone Wealth Management Group (Oregon)
Oregon
$978K +$978K +1,068 New
BDFN
2513
Bond & Devick Financial Network
Minnesota
$977K – – –
WRPWM
2514
Werba Rubin Papier Wealth Management
California
$976K -$62.3K -68 -6%
CCA
2515
Conestoga Capital Advisors
Pennsylvania
$976K – – –
WWA
2516
Wisconsin Wealth Advisors
Wisconsin
$972K +$972K +1,061 New
EI
2517
Ellevest Inc
New York
$971K -$54.1K -59 -5%
NCM
2518
Northwest Capital Management
Oregon
$971K -$184K -201 -16%
EGWAG
2519
Elwood & Goetz Wealth Advisory Group
Georgia
$970K – – –
SFC
2520
Strategic Financial Concepts
Texas
$969K +$244K +266 +34%
CG
2521
CFO4Life Group
Texas
$969K +$44K +48 +5%
Fidelity International
2522
Fidelity International
Bermuda
$968K +$13.7K +15 +1%
CSPIA
2523
Cary Street Partners Investment Advisory
Virginia
$968K -$23.4M -25,498 -96%
HBT
2524
Heartland Bank & Trust
Illinois
$968K -$27.5K -30 -3%
PPC
2525
Park Place Capital
Alabama
$968K +$108K +118 +13%
99 100
101
102 103