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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 %
TLA
3676
Tanglewood Legacy Advisors
Texas
$210K – – –
FGWP
3677
Founders Grove Wealth Partners
Virginia
$210K +$210K +229 New
HFO
3678
Heritage Family Offices
Arizona
$210K +$210K +229 New
CSWM
3679
Cassady Schiller Wealth Management
Ohio
$209K +$21.1K +23 +11%
FCM
3680
Family Capital Management
Michigan
$209K +$209K +228 New
WHC
3681
Wulff, Hansen & Co
California
$209K +$7.33K +80 +4%
MW
3682
Members Wealth
Pennsylvania
$209K +$209K +196 New
CWP
3683
Corepath Wealth Partners
Arizona
$209K +$209K +227 New
HFP
3684
Holistic Financial Partners
Indiana
$208K +$208K +227 New
Betterment LLC
3685
Betterment LLC
New York
$208K +$208K +227 New
OFS
3686
Oldfather Financial Services
Nebraska
$207K – – –
GSAM
3687
Grant Street Asset Management
Pennsylvania
$207K – – –
AWM
3688
Altus Wealth Management
Kentucky
$207K – – –
BFAG
3689
Blackston Financial Advisory Group
Florida
$207K +$207K +226 New
CCM
3690
Crew Capital Management
Ohio
$207K +$207K +226 New
ZIG
3691
Zuckerman Investment Group
Illinois
$207K +$207K +206 New
OPTFSNA
3692
Old Point Trust & Financial Services N A
Virginia
$206K – – –
BCM
3693
Bienville Capital Management
New York
$206K +$206K +225 New
DSN
3694
D. Scott Neal
Kentucky
$205K +$205K +224 New
GA
3695
GoalVest Advisory
New York
$205K -$4.58K -5 -2%
OWMIAS
3696
One Wealth Management Investment & Advisory Services
Florida
$205K +$205K +224 New
PVM
3697
Palogic Value Management
Texas
$204K +$204K +223 New
AWA
3698
Aquire Wealth Advisors
Utah
$204K +$204K +223 New
GSC
3699
G&S Capital
Colorado
$203K +$203K +222 New
MGAM
3700
McGowan Group Asset Management
Texas
$202K +$202K +221 New
146 147
148
149 150