Costco

COST

Market cap $427B

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

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

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

Calls

$8.38B

Puts

$11.6B

Net Calls

-$3.17B

Net Calls Change

-$883M

Top Buyers

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

Top Sellers

1	IAIM International Assets Investment Management Orlando, Florida	$8M
2	PFA Pathway Financial Advisers Auburn, Indiana	$345K
3	Goldman Sachs New York	$2.92B
4	Mercer Global Advisors Denver, Colorado	$99.4M
5	Bank of America Charlotte, North Carolina	$6.25B

#	Name	Holding	Trade Value	Shares Change	Shares Change %
3601	EFP 3601 EnRich Financial Partners Madison, Wisconsin	$236K	+$69.6K	+76	+42%
3602	VWM 3602 Verus Wealth Management De Pere, Wisconsin	$236K	+$236K	+258	New
3603	AF 3603 Aldebaran Financial	$235K	+$4.61K	+5	+2%
3604	RDIA 3604 RE Dickinson Investment Advisors Council Bluffs, Iowa	$235K	–	–	–
3605	BWA 3605 Bestgate Wealth Advisors Frederick, Maryland	$234K	+$234K	+255	New
3606	GC 3606 Gould Capital Tacoma, Washington	$234K	-$56.8K	-62	-20%
3607	IWM 3607 IMG Wealth Management Jacksonville, Florida	$234K	+$234K	+255	New
3608	NLP 3608 Next Level Private Harrison, New York	$234K	–	–	–
3609	SWM 3609 Stapp Wealth Management Olympia, Washington	$233K	-$4.58K	-5	-2%
3610	HWM 3610 Hobbs Wealth Management Zionsville, Indiana	$233K	+$233K	+254	New
3611	HIF 3611 Hill Island Financial Grand Rapids, Michigan	$232K	+$17.4K	+19	+8%
3612	IA 3612 Inspire Advisors Meridian, Idaho	$232K	+$11K	+12	+5%
3613	BWM 3613 Brown Wealth Management Naperville, Illinois	$231K	+$2.75K	+3	+1%
3614	HIS 3614 Horizon Investment Services Hammond, Indiana	$231K	+$231K	+251	New
3615	IMA 3615 Investment Management Associates Greenwood Village, Colorado	$229K	–	–	–
3616	CPCP 3616 Cedar Point Capital Partners Cedar Rapids, Iowa	$229K	+$4.58K	+5	+2%
3617	BA 3617 BIP Alliance Atlanta, Georgia	$229K	+$229K	+250	New
3618	PCM 3618 Perkins Capital Management Wayzata, Minnesota	$229K	-$45.8K	-50	-17%
3619	AA 3619 AlphaMark Advisors Ft. Wright, Kentucky	$229K	+$105K	+115	+85%
3620	NWA 3620 New World Advisors Hingham, Massachusetts	$229K	-$4.58K	-5	-2%
3621	TVAMP 3621 Tennessee Valley Asset Management Partners Knoxville, Tennessee	$228K	-$49.5K	-54	-18%
3622	LFGO 3622 Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$228K	-$1.83K	-2	-0.8%
3623	CIA 3623 Compass Investment Advisers Portland, Oregon	$228K	+$228K	+249	New
3624	KFS 3624 Kelly Financial Services Braintree, Massachusetts	$228K	+$916	+1	+0.4%
3625	GFWA 3625 Grey Fox Wealth Advisors Rockland, Delaware	$227K	–	–	–

Costco COST Market cap $427B

Top Buyers

Top Sellers

Costco

COST

Market cap $427B