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Costco
COST

Overview Fund Activity

3,880 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, 1,448 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,880
Holders Change
+330
Holders Change %
+9.3%
% of All Funds
51.67%
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
1,448
Closed
88
Calls
$8.38B
Puts
$11.6B
Net Calls
-$3.17B
Net Calls Change
-$883M

Top Buyers

1
BlackRock
1
BlackRock
New York
$31.9B
2
Northern Trust
2
Northern Trust
Illinois
$4.82B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$38.7B
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$979M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$711M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$8M
2
PFA
2
Pathway Financial Advisers
Indiana
$345K
3
Goldman Sachs
3
Goldman Sachs
New York
$2.92B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.4M
5
Bank of America
5
Bank of America
North Carolina
$6.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
326
Whittier Trust
California
$55.4M +$989K +1,079 +2%
CIS
327
Capital International Sarl
California
$55.3M +$4.82M +5,259 +10%
NFGCM
328
Norman Fields Gottscho Capital Management
New York
$54.5M -$126K -137 -0.2%
NYLIM
329
New York Life Investment Management
New York
$54.5M +$397K +433 +0.7%
YCM
330
Yousif Capital Management
Michigan
$54.2M -$2.18M -2,381 -4%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$53.6M +$3.42M +3,729 +7%
CS
332
Candriam SCA
Luxembourg
$53.6M +$3.45M +3,767 +7%
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$53.1M -$8.2M -8,951 -13%
HCMG
334
Howard Capital Management Group
California
$53M -$45.8K -50 -0.1%
Credit Agricole
335
Credit Agricole
France
$52.7M -$14.2M -15,541 -21%
VPIM
336
Vanguard Personalized Indexing Management
California
$52.5M +$1.97M +2,154 +4%
PHAM
337
Pacific Heights Asset Management
California
$52.2M – – –
ACM
338
Aljian Capital Management
Nevada
$51.9M +$1.44M +1,574 +3%
VCM
339
Violich Capital Management
California
$51.8M -$5.07M -5,530 -9%
CWM
340
Congress Wealth Management
Massachusetts
$51.8M -$2.4M -2,620 -4%
MOACM
341
Mutual of America Capital Management
New York
$51.5M -$1.98M -2,158 -4%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$51.5M -$2.38M -2,600 -4%
SWP
343
Stratos Wealth Partners
Ohio
$51.4M +$1.04M +1,132 +2%
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$51.4M +$2.67M +2,919 +5%
DWM
345
Dakota Wealth Management
Florida
$51.3M -$11K -12 -0%
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$50.4M +$1.12M +1,217 +2%
PAI
347
Pittenger & Anderson Inc
Nebraska
$50.2M -$1.59M -1,739 -3%
RC
348
Randolph Company
Ohio
$50.2M – – –
Wealthfront Advisers
349
Wealthfront Advisers
California
$50.1M +$1.49M +1,630 +3%
SOADOR
350
State of Alaska Department of Revenue
Alaska
$49.9M -$4.4M -4,805 -8%
12 13
14
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