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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 %
HWP
3276
Heritage Wealth Partners
Ohio
$374K +$916 +1 +0.2%
LRIC
3277
Long Road Investment Counsel
Michigan
$374K – – –
UWM
3278
USAdvisors Wealth Management
Minnesota
$374K +$35.8K +39 +11%
MWP
3279
Meridian Wealth Partners
Pennsylvania
$374K +$1.83K +2 +0.5%
FPW
3280
Flywheel Private Wealth
California
$374K +$374K +408 New
NWM
3281
Nova Wealth Management
Florida
$373K +$373K +408 New
AIA
3282
Acute Investment Advisory
Arizona
$373K – – –
4WM
3283
4J Wealth Management
Virginia
$372K -$11K -12 -3%
GPA
3284
Guidance Point Advisors
Massachusetts
$372K +$916 +1 +0.2%
TI
3285
tru Independence
Oregon
$370K +$370K +404 New
TC
3286
Tacita Capital
Ontario, Canada
$370K +$23.8K +26 +7%
SAM
3287
SP Asset Management
California
$369K +$916 +1 +0.2%
HCWM
3288
Hidden Cove Wealth Management
Washington
$369K +$369K +402 New
JWM
3289
Jeppson Wealth Management
California
$367K -$3.67K -4 -1%
DWM
3290
Denver Wealth Management
Colorado
$367K +$916 +1 +0.3%
MUAMU
3291
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$367K – – –
SWM
3292
Seed Wealth Management
Illinois
$367K – – –
HCM
3293
Hudson Capital Management
New Jersey
$367K – – –
EIA
3294
Eldridge Investment Advisors
New Hampshire
$366K – – –
GC
3295
Gilbert & Cook
Iowa
$366K -$9.17K -10 -2%
LIA
3296
LifePlan Investment Advisors
North Carolina
$364K +$6.41K +7 +2%
TSW
3297
Three Seasons Wealth
Utah
$363K -$270K -295 -43%
FWM
3298
FSA Wealth Management
Massachusetts
$361K -$51.3K -56 -12%
ECM
3299
Elgethun Capital Management
South Dakota
$361K +$26.6K +29 +8%
WCP
3300
Wealthcare Capital Partners
Pennsylvania
$359K +$359K +392 New
130 131
132
133 134