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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 %
LC
3626
LCNB Corp
Ohio
$227K +$5.5K +6 +2%
WWM
3627
Waterway Wealth Management
Texas
$226K +$226K +247 New
IWP
3628
Innova Wealth Partners
Pennsylvania
$226K -$989K -1,079 -81%
CIM
3629
Confluence Investment Management
Missouri
$226K – – –
CPP
3630
Capasso Planning Partners
South Carolina
$225K -$62.3K -68 -22%
DBIA
3631
Dumont & Blake Investment Advisors
New Jersey
$225K +$5.5K +6 +3%
XT
3632
XTX Topco
Cayman Islands
$224K -$752K -821 -77%
WAG
3633
Wallace Advisory Group
California
$224K +$224K +253 New
OPWM
3634
Oxinas Partners Wealth Management
Indiana
$224K -$31.1K -34 -12%
EFH
3635
Eaton Financial Holdings
Florida
$224K – – –
AA
3636
Alesco Advisors
New York
$224K – – –
PCM
3637
Park Capital Management
Wisconsin
$224K +$224K +244 New
WA
3638
Whipplewood Advisors
Colorado
$224K +$224K +244 New
WA
3639
Waddell & Associates
Tennessee
$223K +$8.23K +9 +4%
GWAM
3640
Guardian Wealth Advisors (Minnesota)
Minnesota
$223K – – –
ECAM
3641
East Coast Asset Management
Massachusetts
$222K – – –
WCM
3642
Wedge Capital Management
North Carolina
$222K +$1.83K +2 +0.8%
RCYC
3643
Richard C. Young & Co
Rhode Island
$221K +$221K +241 New
FPB
3644
First PREMIER Bank
South Dakota
$221K -$271K -297 -55%
DFA
3645
DHK Financial Advisors
New Hampshire
$221K – – –
APWM
3646
Anchor Pointe Wealth Management
Missouri
$220K +$220K +239 New
BTWM
3647
Brass Tax Wealth Management
Ohio
$220K +$11.9K +13 +6%
GC
3648
Giverny Capital
Quebec, Canada
$220K – – –
AIM
3649
AMI Investment Management
Indiana
$220K +$916 +1 +0.4%
GWA
3650
Genesis Wealth Advisors
Massachusetts
$220K +$220K +240 New
144 145
146
147 148