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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 %
QP
3476
Quilter Plc
United Kingdom
$283K +$283K +309 New
AAM
3477
Ameraudi Asset Management
New York
$283K – – –
SF
3478
SWP Financial
California
$283K -$61.4K -67 -18%
PW
3479
Potentia Wealth
California
$282K +$282K +308 New
PD
3480
Planning Directions
Pennsylvania
$282K +$15.6K +17 +6%
BBWP
3481
Beacon Bridge Wealth Partners
Pennsylvania
$282K +$282K +307 New
MWA
3482
Martel Wealth Advisors
Washington
$281K – – –
WA
3483
WPG Advisers
Maryland
$281K +$281K +307 New
PCA
3484
Providence Capital Advisors
North Carolina
$281K +$12.8K +14 +5%
FA
3485
Financial Avengers
California
$281K +$5.49K +6 +2%
CMP
3486
Coston McIsaac & Partners
Maine
$280K -$21K -23 -7%
CCA
3487
Conservest Capital Advisors
Pennsylvania
$279K +$279K +304 New
WFS
3488
Walker Financial Services
Kentucky
$279K -$1.83K -2 -0.7%
BTWM
3489
Baker Tilly Wealth Management
Wisconsin
$279K -$7.33K -8 -3%
SGWM
3490
Sterling Group Wealth Management
California
$279K – – –
HWMC
3491
Heritage Wealth Management (California)
California
$279K +$279K +304 New
HIM
3492
Hanlon Investment Management
New Jersey
$278K +$17.4K +19 +7%
CA
3493
CSM Advisors
Pennsylvania
$277K +$60.3K +66 +28%
SWP
3494
Summit Wealth Partners
Florida
$276K +$54.1K +59 +24%
BC
3495
Bowman & Company
Wisconsin
$275K – – –
DWM
3496
David Wealth Management
Virginia
$275K +$275K +300 New
GWI
3497
Grace & White Inc
New York
$275K – – –
BRWM
3498
Blue Rock Wealth Management
North Carolina
$275K +$275K +300 New
PCMF
3499
Private Capital Management (Florida)
Florida
$273K -$2.75K -3 -1%
PK
3500
Pflug Koory
Nebraska
$273K -$6.41K -7 -2%
138 139
140
141 142