COST icon

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 %
SF
3126
Schaeffer Financial
Maryland
$452K – – –
FPWM
3127
Five Pine Wealth Management
Idaho
$451K +$451K +493 New
FWM
3128
Fonville Wealth Management
Virginia
$451K +$21.1K +23 +5%
FMP
3129
Financial Management Professionals
Texas
$450K +$916 +1 +0.2%
IAM
3130
Ion Asset Management
Israel
$449K -$98K -107 -18%
SWAG
3131
Spectrum Wealth Advisory Group
California
$448K +$10.1K +11 +2%
6F
3132
626 Financial
Michigan
$447K – – –
FAN
3133
Financial Advisors Network
California
$446K +$446K +487 New
BF
3134
Brucke Financial
Indiana
$446K +$446K +455 New
AIA
3135
Armor Investment Advisors
North Carolina
$445K +$21.1K +23 +5%
CE
3136
Cornerstone Enterprises
Wisconsin
$445K -$52.2K -57 -10%
IAG
3137
Investment Advisory Group
Massachusetts
$445K +$45.8K +50 +11%
FVWA
3138
Foster Victor Wealth Advisors
South Carolina
$445K -$58.5K -62 -12%
FWM
3139
Foguth Wealth Management
Michigan
$445K +$82.7K +88 +23%
AA
3140
AlphaCentric Advisors
Puerto Rico
$444K -$12.8K -14 -3%
HHRDM
3141
H&H Retirement Design & Management
Nevada
$443K – – –
NWM
3142
Northwest Wealth Management
Iowa
$442K +$59.6K +65 +16%
KPWG
3143
KFA Private Wealth Group
Virginia
$441K -$917 -1 -0.2%
UBV
3144
United Bank (Virginia)
Virginia
$441K -$41.2K -45 -9%
RFG
3145
REAP Financial Group
Texas
$441K -$20.2K -22 -4%
SWM
3146
Sagace Wealth Management
Florida
$439K -$36.7K -40 -8%
HNW
3147
High Note Wealth
Minnesota
$439K +$916 +1 +0.2%
TA
3148
Townsend & Associates
Colorado
$439K – – –
SNBOSD
3149
Security National Bank of So Dak
Iowa
$437K +$34.8K +38 +9%
AHL
3150
Abel Hall LLC
Louisiana
$437K +$19.2K +21 +5%
124 125
126
127 128