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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 %
SM
3401
Sensible Money
Arizona
$314K – – –
NCTC
3402
New Covenant Trust Company
Indiana
$314K -$12K -13 -4%
MIM
3403
Meixler Investment Management
Arizona
$313K -$18.3K -20 -6%
PA
3404
Promethium Advisors
Maryland
$312K -$9.16K -10 -3%
LIA
3405
Lynx Investment Advisory
District of Columbia
$312K – – –
VCWA
3406
Vanguard Capital Wealth Advisors
Colorado
$312K – – –
AWP
3407
Atlas Wealth Partners
Pennsylvania
$312K – – –
CWA
3408
Cornerstone Wealth Advisors
Minnesota
$312K – – –
SPAS
3409
Spectrum Planning & Advisory Services
California
$311K +$19.2K +21 +7%
CPCM
3410
Cardinal Point Capital Management
Ontario, Canada
$310K +$66.9K +73 +28%
CCA
3411
Cora Capital Advisors
New Jersey
$309K -$916 -1 -0.3%
AGP
3412
Aspire Growth Partners
Florida
$309K +$309K +337 New
DF
3413
Define Financial
California
$308K +$308K +336 New
GWM
3414
GoalFusion Wealth Management
Texas
$308K – – –
AA
3415
Addison Advisors
Vermont
$307K +$1.83K +2 +0.6%
MPCA
3416
Madison Park Capital Advisors
Washington
$306K -$2.16M -2,355 -88%
OFW
3417
Omnia Family Wealth
Florida
$306K +$8.25K +9 +3%
FDDB
3418
Fidelity D&D Bancorp
Pennsylvania
$306K +$68.7K +75 +29%
AWM
3419
Avondale Wealth Management
Texas
$305K +$234K +255 +327%
NFG
3420
Northeast Financial Group
Pennsylvania
$304K – – –
LA
3421
Latitude Advisors
Florida
$304K -$3.67K -4 -1%
AIFS
3422
A&I Financial Services
Colorado
$303K +$303K +331 New
AWM
3423
Accredited Wealth Management
Kentucky
$303K +$303K +331 New
WAM
3424
WNY Asset Management
New York
$303K -$8.24K -9 -3%
SW
3425
Schulz Wealth
Texas
$302K +$3.67K +4 +1%
135 136
137
138 139