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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 %
OAM
3376
Occidental Asset Management
California
$323K +$3.67K +4 +1%
SL
3377
Salomon & Ludwin
Virginia
$323K -$378K -413 -54%
FFBTD
3378
First Financial Bank - Trust Division
Ohio
$323K – – –
BWM
3379
Bosman Wealth Management
California
$323K +$323K +352 New
RIS
3380
Richmond Investment Services
Wisconsin
$322K +$322K +352 New
DI
3381
DDFG Inc
California
$322K -$137K -150 -30%
W
3382
Wealthquest
Ohio
$322K +$18.3K +20 +6%
CIA
3383
Cascade Investment Advisors
Oregon
$322K – – –
LSWM
3384
Lorne Steinberg Wealth Management
Canada
$322K – – –
PSCM
3385
Per Stirling Capital Management
Texas
$321K -$21.1K -23 -6%
FCFC
3386
First Citizens Financial Corp
Iowa
$321K – – –
CWIG
3387
Chung Wu Investment Group
Texas
$321K +$321K +350 New
DW30
3388
Drucker Wealth 3.0
New Jersey
$320K +$19.2K +21 +6%
CLOS
3389
Compagnie Lombard Odier SCmA
Switzerland
$320K +$213K +232 +198%
FC
3390
Financial Council
Maryland
$320K – – –
TCM
3391
Towercrest Capital Management
Pennsylvania
$319K -$2.75K -3 -0.9%
TFG
3392
Team Financial Group
California
$318K – – –
ALC
3393
Alexander Labrunerie & Co
Missouri
$318K +$7.33K +8 +2%
HCM
3394
HMS Capital Management
Tennessee
$317K -$50.4K -55 -14%
GDP
3395
Great Diamond Partners
Maine
$317K -$30.2K -33 -9%
VFP
3396
Verus Financial Partners
Virginia
$317K -$7.5K -8 -2%
TA
3397
TKG Advisors
Indiana
$317K +$317K +337 New
TPBG
3398
Turning Point Benefit Group
Maryland
$316K +$316K +344 New
AWMG
3399
Alliance Wealth Management Group
New Jersey
$315K -$2.75K -3 -0.9%
CST
3400
Charles Schwab Trust
Nevada
$315K -$16.5K -18 -5%
134 135
136
137 138