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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 %
AWM
2826
Aberdeen Wealth Management
Illinois
$656K -$132K -144 -17%
PAM
2827
Palisade Asset Management
Minnesota
$655K – – –
FFA
2828
Fragasso Financial Advisors
Pennsylvania
$655K -$69.7K -76 -10%
IIL
2829
Insight Inv LLC
California
$654K +$115K +125 +21%
RBWA
2830
RFG - Bristol Wealth Advisors
Massachusetts
$654K +$654K +714 New
WCP
2831
Wick Capital Partners
Pennsylvania
$654K -$150K -164 -19%
HI
2832
Hendershot Investments
Virginia
$653K – – –
CAG
2833
Centerpoint Advisory Group
Kansas
$653K +$653K +713 New
SFP
2834
Sterling Financial Planning
New Jersey
$653K -$460K -502 -41%
CM
2835
Cercano Management
Washington
$652K – – –
UIM
2836
Unified Investment Management
Georgia
$651K +$651K +711 New
FCT
2837
First Community Trust
Iowa
$650K – – –
PCM
2838
Polymer Capital Management
New York
$650K +$650K +709 New
APW
2839
Aurora Private Wealth
New Jersey
$649K +$5.5K +6 +0.9%
FWI
2840
Facet Wealth Inc
Maryland
$649K -$101K -97 -13%
BWG
2841
Boomfish Wealth Group
Georgia
$648K -$82.5K -90 -11%
SFWC
2842
Strategic Family Wealth Counselors
New Jersey
$648K +$118K +129 +22%
FM
2843
Family Management
New York
$647K +$916 +1 +0.1%
RW
2844
RVW Wealth
California
$647K -$15.6K -17 -2%
FFA
2845
Fi3 Financial Advisors
Indiana
$647K -$8.24K -9 -1%
CYG
2846
Clean Yield Group
Vermont
$646K +$228K +249 +55%
BHA
2847
Beech Hill Advisors
New York
$646K -$45.8K -50 -7%
PW
2848
Paladin Wealth
Minnesota
$645K +$5.5K +6 +0.9%
VIA
2849
Victrix Investment Advisors
Florida
$645K +$645K +704 New
MWA
2850
MN Wealth Advisors
Kansas
$645K +$23.8K +26 +4%
112 113
114
115 116