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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 %
RA
3251
Resolute Advisors
California
$383K +$383K +418 New
TAM
3252
Tucker Asset Management
Colorado
$382K +$43K +47 +13%
CW
3253
Code Waechter
Florida
$381K -$916 -1 -0.2%
HPBT
3254
Hickory Point Bank & Trust
Illinois
$381K +$381K +416 New
DWM
3255
DecisionMap Wealth Management
Virginia
$381K +$381K +416 New
MIAS
3256
Mason Investment Advisory Services
Virginia
$381K -$3.66K -4 -1%
TFIPS
3257
Towarzystwo Funduszy Inwestycyjnych PZU SA
$380K +$30.2K +33 +9%
VFG
3258
Victory Financial Group
Texas
$380K +$380K +415 New
CPA
3259
Cathy Pareto & Associates
Florida
$380K +$380K +415 New
MFP
3260
Meridian Financial Partners
Virginia
$379K – – –
HG
3261
Harbor Group
New Hampshire
$378K – – –
NCM
3262
NCM Capital Management
New Jersey
$378K -$18.3K -20 -5%
OPOWM
3263
One Plus One Wealth Management
Florida
$378K – – –
EMC
3264
Everest Management Corp
California
$378K +$378K +413 New
GCM
3265
Goldstream Capital Management
Hong Kong
$378K -$353K -385 -48%
LCC
3266
Lincoln Capital Corp
Rhode Island
$378K +$17.4K +19 +5%
CWM
3267
Copia Wealth Management
Oregon
$378K +$378K +412 New
CG
3268
Cynosure Group
Utah
$377K -$206K -225 -35%
VW
3269
Veridan Wealth
Oregon
$376K +$376K +374 New
LWA
3270
Ledgewood Wealth Advisors
New Hampshire
$376K -$115K -125 -23%
CMBA
3271
C.M. Bidwell & Associates
Hawaii
$376K -$9.16K -10 -2%
WFS
3272
Widmann Financial Services
Maryland
$375K – – –
BBA
3273
Braun-Bostich & Associates
Pennsylvania
$375K -$20.2K -22 -5%
IDBONY
3274
Israel Discount Bank of New York
New York
$375K +$2.75K +3 +0.7%
FTC
3275
Farmers Trust Company
Ohio
$375K +$149K +163 +66%
129 130
131
132 133