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Costco
COST

Overview Fund Activity

3,881 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, 1,449 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,881
Holders Change
+330
Holders Change %
+9.29%
% 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
1,449
Closed
88
Calls
$8.38B
Puts
$11.6B
Net Calls
-$3.17B
Net Calls Change
-$883M

Top Buyers

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

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$8M
2
PFA
Pathway Financial Advisers
Indiana
$345K
3
Goldman Sachs
Goldman Sachs
New York
$2.92B
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$99.4M
5
Bank of America
Bank of America
North Carolina
$6.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
3576
Rockbridge Investment Management
New York
$244K -$116K -127 -32%
SRSA
3577
S.R. Schill & Associates
Washington
$244K +$18.3K +20 +8%
KFS
3578
Keynote Financial Services
Connecticut
$244K -$8.25K -9 -3%
CNTOF
3579
Canandaigua National Trust of Florida
New York
$244K +$244K +266 New
PWMG
3580
Pinnacle Wealth Management Group
Michigan
$243K +$243K +265 New
AI
3581
Arvest Investments
Arkansas
$243K -$46.7K -51 -16%
RWM
3582
Reston Wealth Management
Virginia
$243K -$60.5K -66 -20%
PPWM
3583
PFG Private Wealth Management
Florida
$242K +$6.41K +7 +3%
WPW
3584
Watershed Private Wealth
Illinois
$242K +$915 +1 +0.4%
CIG
3585
Cullen Investment Group
Louisiana
$241K +$5.5K +6 +2%
ICM
3586
Innovator Capital Management
Illinois
$240K +$240K +262 New
CWA
3587
Crux Wealth Advisors
California
$239K +$239K +261 New
AC
3588
AWM Capital
Arizona
$239K +$3.67K +4 +2%
CWP
3589
Capital Wealth Planning
Florida
$239K -$141K -154 -37%
AC
3590
ASB Consultores
Florida
$238K – – –
WA
3591
Westfuller Advisors
New York
$238K -$7.32K -8 -3%
HFS
3592
Hughes Financial Services
Virginia
$237K +$237K +259 New
MKA
3593
M. Kulyk & Associates
Georgia
$237K +$23.8K +26 +11%
CWM
3594
Cabot Wealth Management
Massachusetts
$237K -$16.5K -18 -6%
IAS
3595
IMA Advisory Services
Colorado
$237K – – –
CFS
3596
Cannon Financial Strategists
Georgia
$237K +$9.16K +10 +4%
HP
3597
Holistic Planning
Texas
$237K +$27.5K +30 +13%
FDW
3598
Fourth Dimension Wealth
Ohio
$237K +$237K +258 New
BWM
3599
Baron Wealth Management
Michigan
$237K -$35.8K -39 -13%
ICM
3600
Intrepid Capital Management
Florida
$236K – – –
142 143
144
145 146