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Costco
COST

Overview Fund Activity

3,882 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, 1,450 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,882
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
1,450
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 %
BRM
3526
Boston Research & Management
Massachusetts
$265K – – –
SPP
3527
Single Point Partners
Massachusetts
$264K – – –
DF
3528
Dunhill Financial
United Kingdom
$264K +$44K +48 +20%
AFA
3529
Atlas Financial Advisors
California
$264K -$345K -376 -57%
STB
3530
S&T Bank
Pennsylvania
$263K +$11K +12 +4%
SL
3531
Summitry LLC
California
$263K -$238K -260 -48%
CCT
3532
Chemung Canal Trust
New York
$262K -$18.3K -20 -7%
B
3533
BetterWealth
California
$262K +$262K +286 New
WP
3534
Wealthspan Partners
Iowa
$262K +$6.41K +7 +3%
RW
3535
Regimen Wealth
Georgia
$262K +$915 +1 +0.4%
MSWM
3536
Mowery & Schoenfeld Wealth Management
Illinois
$261K +$202K +220 +338%
FF
3537
Friedenthal Financial
New Jersey
$261K – – –
DFCM
3538
Dark Forest Capital Management
Puerto Rico
$259K -$768K -838 -75%
HWMG
3539
Hurlow Wealth Management Group
Indiana
$259K – – –
OWCM
3540
One Wealth Capital Management
Arizona
$259K +$259K +283 New
TCM
3541
Triumph Capital Management
Colorado
$259K +$6.4K +7 +3%
WFAG
3542
Worth Financial Advisory Group
North Carolina
$259K -$77.9K -85 -23%
IPW
3543
Impact Partnership Wealth
Georgia
$258K +$258K +282 New
MWA
3544
Monograph Wealth Advisors
California
$258K +$13.7K +15 +6%
JFA
3545
JNBA Financial Advisors
Minnesota
$258K – – –
OCM
3546
Objective Capital Management
Ohio
$258K -$59.5K -65 -19%
DFG
3547
Dupree Financial Group
Kentucky
$258K -$4.71M -5,134 -95%
MF
3548
Manuka Financial
Virginia
$258K +$258K +281 New
OWA
3549
One Wealth Advisors
California
$257K -$11K -12 -4%
IWP
3550
Insight Wealth Partners
Texas
$257K -$91.6K -100 -26%
140 141
142
143 144