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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 %
AWA
3076
Alaska Wealth Advisors
Alaska
$478K +$917 +1 +0.2%
BCM
3077
BluePointe Capital Management
California
$477K +$174K +190 +57%
SPF
3078
South Plains Financial
Texas
$477K +$477K +521 New
MFC
3079
Morris Financial Concepts
South Carolina
$477K +$56.8K +62 +14%
AAMC
3080
Asset Allocation & Management Company
Illinois
$476K +$476K +520 New
YCG
3081
Yeomans Consulting Group
Georgia
$476K +$32.1K +35 +7%
GCM
3082
Gunderson Capital Management
South Carolina
$475K +$76.9K +84 +19%
Cohen & Steers
3083
Cohen & Steers
New York
$475K -$6.42K -7 -1%
TWM
3084
Tumwater Wealth Management
Idaho
$475K +$475K +518 New
WCM
3085
Wealthcare Capital Management
Virginia
$474K – – –
BPFA
3086
Barnes Pettey Financial Advisors
Mississippi
$474K – – –
DWM
3087
Darwin Wealth Management
Florida
$474K -$357K -389 -43%
AWA
3088
Aletheian Wealth Advisors
Washington
$473K +$26.6K +29 +6%
XC
3089
XY Capital
Hong Kong
$473K +$388K +423 +455%
CPL
3090
CAP Partners LLC
Tennessee
$473K +$2.75K +3 +0.6%
YC
3091
Yarbrough Capital
Tennessee
$472K – – –
RCI
3092
RS Crum Inc
California
$471K +$1.83K +2 +0.4%
GC
3093
Grange Capital
Oregon
$471K +$471K +514 New
WAN
3094
Wealth Advisors Northwest
Oregon
$470K +$470K +512 New
SA
3095
Stewardship Advisors
Pennsylvania
$469K -$20.2K -22 -4%
FF
3096
Farrell Financial
New York
$468K – – –
ACG
3097
Allen Capital Group
Nebraska
$467K +$30.2K +33 +7%
MW
3098
Maia Wealth
Colorado
$467K +$62.8K +65 +16%
IAP
3099
Indie Asset Partners
Indiana
$466K – – –
SSWM
3100
Smith Salley Wealth Management
North Carolina
$465K -$142K -155 -23%
122 123
124
125 126