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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 %
AIA
2976
Accelerate Investment Advisors
California
$546K +$322K +351 +143%
SWM
2977
StoneCrest Wealth Management
Arizona
$546K +$42.1K +46 +8%
SL
2978
SFM LLC
New Hampshire
$544K – – –
AF
2979
Affiance Financial
Minnesota
$542K -$55.1K -60 -9%
KFA
2980
Kelleher Financial Advisors
New York
$541K +$26.6K +29 +5%
MCIA
2981
Mountain Capital Investment Advisors
Colorado
$540K -$35.8K -38 -6%
NBWM
2982
North Berkeley Wealth Management
California
$540K +$540K +589 New
BPW
2983
Bingham Private Wealth
California
$540K +$540K +589 New
SO
2984
Sierra Ocean
California
$539K +$539K +588 New
KFI
2985
Key Financial Inc
Pennsylvania
$539K – – –
BIP
2986
Blue Investment Partners
California
$538K +$23.8K +26 +5%
NDSI
2987
Newman Dignan & Sheerar Inc
Rhode Island
$536K – – –
PHWM
2988
Pine Harbor Wealth Management
Maryland
$534K +$916 +1 +0.2%
FAB
2989
First American Bank
Illinois
$532K +$257K +281 +94%
CL
2990
CVFG LLC
Indiana
$532K +$532K +581 New
IWP
2991
Invenio Wealth Partners
Florida
$531K +$24.7K +27 +5%
WI
2992
Wintrust Investments
Illinois
$531K -$77.8K -85 -13%
CCP
2993
Carmel Capital Partners
California
$531K +$6.41K +7 +1%
HC
2994
Hamilton Capital
Ohio
$531K +$8.25K +9 +2%
MWM
2995
MinichMacGregor Wealth Management
New York
$530K +$186K +203 +54%
OWA
2996
Opal Wealth Advisors
New York
$530K +$137K +150 +35%
JWM
2997
Jupiter Wealth Management
Colorado
$530K – – –
MMCM
2998
Murphy & Mullick Capital Management
New York
$526K +$526K +574 New
TBWA
2999
Three Bridge Wealth Advisors
California
$526K – – –
DIM
3000
Delta Investment Management
California
$526K +$62.3K +68 +13%
118 119
120
121 122