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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 %
NCG
3701
Newport Capital Group
New Jersey
$202K -$6.42K -7 -3%
TF
3702
Tandem Financial
Colorado
$202K +$202K +220 New
PPA
3703
Painted Porch Advisors
California
$202K +$9.17K +10 +5%
VI
3704
VanderPol Investments
Michigan
$202K +$202K +220 New
WWM
3705
Westwood Wealth Management
California
$202K +$202K +220 New
GRA
3706
Golden Road Advisors
Florida
$201K -$28.4K -31 -12%
ERIM
3707
Eagle Ridge Investment Management
Connecticut
$201K +$201K +219 New
BA
3708
Bellwether Advisors
Nebraska
$201K +$201K +219 New
LGWM
3709
Litman Gregory Wealth Management
California
$200K +$200K +218 New
DCBT
3710
Dakota Community Bank & Trust
North Dakota
$196K +$23.8K +26 +14%
NL
3711
NKCFO LLC
Illinois
$192K – – –
PIS
3712
POM Investment Strategies
North Carolina
$189K – – –
FS
3713
Financially Speaking
Colorado
$185K +$185K +202 New
OAJ
3714
Ogorek Anthony Joseph
New York
$184K – – –
BC
3715
Belmont Capital
California
$183K -$803K -876 -81%
FG
3716
Fairman Group
Pennsylvania
$183K – – –
VWA
3717
Valued Wealth Advisors
Utah
$181K -$914 -1 -0.5%
BAM
3718
Byrne Asset Management
New Jersey
$179K +$3.67K +4 +2%
FC
3719
Family CFO
California
$174K – – –
RWM
3720
Rialto Wealth Management
New York
$173K +$173K +189 New
WWP
3721
WR Wealth Planners
Missouri
$173K -$27.5K -30 -14%
SWA
3722
SOA Wealth Advisors
New York
$172K +$43.1K +47 +33%
LAMC
3723
Longview Asset Management (California)
California
$169K +$169K +184 New
QL
3724
Quarry LP
New York
$168K +$143K +156 +578%
NWMP
3725
Noble Wealth Management PBC
Colorado
$168K +$168K +183 New
147 148
149
150 151