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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 %
BWM
2851
BankPlus Wealth Management
Mississippi
$643K +$643K +701 New
MWM
2852
Momentous Wealth Management
Washington
$642K +$642K +701 New
BP
2853
BNP Paribas
France
$642K +$44.9K +49 +8%
Tudor Investment Corp
2854
Tudor Investment Corp
Connecticut
$641K +$641K +700 New
EMB
2855
Elefante Mark B
$640K +$640K +698 New
UIA
2856
Ulland Investment Advisors
Minnesota
$639K – – –
AWM
2857
Accel Wealth Management
Iowa
$637K +$11K +12 +2%
LCWP
2858
Legacy Capital Wealth Partners
Arkansas
$637K -$422K -460 -40%
TWM
2859
Tanager Wealth Management
United Kingdom
$636K +$3.67K +4 +0.6%
Impax Asset Management Group
2860
Impax Asset Management Group
United Kingdom
$634K +$634K +692 New
YWS
2861
Yarger Wealth Strategies
Ohio
$634K +$18.3K +20 +3%
GA
2862
Goldstein Advisors
Wisconsin
$633K -$13.7K -15 -2%
OIM
2863
Oder Investment Management
California
$633K – – –
SGCA
2864
Steel Grove Capital Advisors
Tennessee
$632K -$304K -332 -32%
AIA
2865
AssuredPartners Investment Advisors
Florida
$632K +$632K +690 New
RA
2866
Riverstone Advisors
Texas
$631K +$161K +176 +34%
EA
2867
Echo45 Advisors
California
$631K +$1.83K +2 +0.3%
KCM
2868
KRS Capital Management
Michigan
$630K -$46.7K -51 -7%
SB
2869
Sunflower Bank
Texas
$629K +$44.9K +49 +8%
BIM
2870
Bullseye Investment Management
Ohio
$629K +$629K +691 New
TPW
2871
Talon Private Wealth
Florida
$627K +$59.6K +65 +11%
EE
2872
EWG Elevate
California
$627K -$157K -171 -20%
WWG
2873
West Wealth Group
California
$625K +$13.7K +15 +2%
NWWA
2874
New Wave Wealth Advisors
Arkansas
$625K -$46.7K -51 -7%
CCWM
2875
Correct Capital Wealth Management
Missouri
$624K +$1.83K +2 +0.3%
113 114
115
116 117