Costco

COST

Market cap $427B

3,880 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, 1,448 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

3,880

Holders Change

+330

Holders Change %

+9.3%

% of All Funds

51.67%

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

1,448

Closed

Calls

$8.38B

Puts

$11.6B

Net Calls

-$3.17B

Net Calls Change

-$883M

Top Buyers

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

Top Sellers

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

#	Name	Holding	Trade Value	Shares Change	Shares Change %
3751	PWMG 3751 Private Wealth Management Group Princeton, New Jersey	$136K	+$913	+1	+0.7%
3752	AEPWM 3752 Atlantic Edge Private Wealth Management Jacksonville, Florida	$135K	-$9.16K	-10	-6%
3753	RI 3753 Ridgewood Investments Springfield, New Jersey	$133K	+$9.16K	+10	+7%
3754	FGC 3754 Financial Gravity Companies Lakeway, Texas	$132K	+$6.41K	+7	+5%
3755	MRP 3755 Measured Risk Portfolios San Diego, California	$131K	+$131K	+143	New
3756	WAM 3756 Wolverine Asset Management Chicago, Illinois	$131K	+$131K	+143	New
3757	CWM 3757 Cedar Wealth Management Walnut Creek, California	$130K	–	–	–
3758	RCM 3758 Richardson Capital Management Menomonee Falls, Wisconsin	$130K	+$10.1K	+11	+8%
3759	PA 3759 PSI Advisors Tampa, Florida	$127K	–	–	–
3760	VWA 3760 VSM Wealth Advisory Hunt Valley, Maryland	$123K	+$123K	+134	New
3761	CIAS 3761 CBIZ Investment Advisory Services Independence, Ohio	$122K	-$7.32K	-8	-6%
3762	NECFA 3762 New England Capital Financial Advisors Meriden, Connecticut	$119K	–	–	–
3763	MAS 3763 MPWM Advisory Solutions Alpharetta, Georgia	$117K	+$117K	+128	New
3764	EFMH 3764 E Fund Management (HK) Central, Hong Kong	$115K	+$28.3K	+31	+33%
3765	TWD 3765 True Wealth Design Akron, Ohio	$114K	-$4.57K	-5	-4%
3766	MFG 3766 Mendota Financial Group Madison, Wisconsin	$113K	-$116K	-127	-51%
3767	MFT 3767 Moisand Fitzgerald Tamayo Orlando, Florida	$112K	–	–	–
3768	APW 3768 Acima Private Wealth Richmond, Virginia	$111K	–	–	–
3769	MIM 3769 Manitou Investment Management Toronto, Ontario, Canada	$110K	–	–	–
3770	FA 3770 Fedenia Advisers Madison, Wisconsin	$110K	+$110K	+120	New
3771	C 3771 Covestor London, United Kingdom	$108K	+$2.77K	+3	+3%
3772	LC 3772 Luminist Capital Grand Rapids, Michigan	$107K	+$107K	+117	New
3773	CPG 3773 Cornerstone Planning Group Fairfield, New Jersey	$105K	+$1.94K	+2	+2%
3774	AW 3774 Avion Wealth The Woodlands, Texas	$104K	+$13.7K	+15	+15%
3775	CWM 3775 Cranbrook Wealth Management Bloomfield Hills, Michigan	$103K	–	–	–

Costco COST Market cap $427B

Top Buyers

Top Sellers

Costco

COST

Market cap $427B