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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 %
VBWMG
2651
Von Berge Wealth Management Group
California
$820K -$3.92K -4 -0.5%
SW
2652
Solidarity Wealth
Utah
$820K – – –
LA
2653
Lifeworks Advisors
Michigan
$820K +$10.1K +11 +1%
MAA
2654
Matrix Asset Advisors
New York
$819K +$321K +350 +64%
CGH
2655
CMG Global Holdings
Texas
$816K -$46.3K -49 -5%
DI
2656
Diligent Investors
California
$816K +$2.75K +3 +0.3%
CWM
2657
CCG Wealth Management
California
$813K -$28.4K -31 -3%
BWM
2658
BCS Wealth Management
Tennessee
$812K -$81.6K -89 -9%
CFO
2659
Collective Family Office
Pennsylvania
$812K -$22.9K -25 -3%
WAM
2660
Weinberger Asset Management
California
$811K -$1.83K -2 -0.2%
VW
2661
Vantage Wealth
California
$811K – – –
NCM
2662
New Capital Management
Texas
$810K – – –
RFW
2663
Rainier Family Wealth
Washington
$807K +$807K +881 New
LWM
2664
Liberty Wealth Management
California
$807K +$137K +150 +21%
PPH
2665
Pure Portfolios Holdings
Oregon
$806K -$13.7K -15 -2%
SCA
2666
Sulzberger Capital Advisors
Florida
$805K +$805K +879 New
MFG
2667
Menard Financial Group
Texas
$804K +$1.83K +2 +0.2%
SMG
2668
Smart Money Group
Texas
$803K +$38.5K +42 +5%
BWG
2669
Beta Wealth Group
California
$801K – – –
AFA
2670
AA Financial Advisors
Ohio
$801K +$70.6K +77 +10%
PSA
2671
Plum Street Advisors
Louisiana
$801K +$56.8K +62 +8%
BMWM
2672
Brown Miller Wealth Management
Virginia
$800K -$13.8K -15 -2%
CP
2673
Clarendon Private
Massachusetts
$798K +$798K +871 New
HCM
2674
Harvey Capital Management
Florida
$797K – – –
LI
2675
LVZ Inc
Michigan
$796K +$587K +641 +281%
105 106
107
108 109