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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 %
BFM
401
Boston Financial Management
Massachusetts
$38.9M -$549K -599 -1%
Lido Advisors
402
Lido Advisors
California
$38.8M +$4.22M +4,608 +12%
AAS
403
Avantax Advisory Services
Texas
$38.8M +$3.17M +3,458 +9%
AssetMark Inc
404
AssetMark Inc
California
$38.8M +$2.45M +2,671 +7%
CCM
405
Chilton Capital Management
Texas
$38.5M +$1.88M +2,047 +5%
MSU
406
Mizuho Securities USA
New York
$38.5M +$12.1M +13,245 +46%
FDCP
407
Foster Dykema Cabot & Partners
Massachusetts
$38.4M +$283K +309 +0.7%
TRCT
408
Tower Research Capital (TRC)
New York
$38M +$22.3M +24,310 +141%
DP
409
Dearborn Partners
Illinois
$37.9M -$844K -921 -2%
Luther King Capital Management (LKCM)
410
Luther King Capital Management (LKCM)
Texas
$37.7M +$1.42M +1,554 +4%
BBVA
411
Banco Bilbao Vizcaya Argentaria
Spain
$37.7M -$4.18M -4,557 -10%
CI
412
Capital International
California
$37.6M +$2.17M +2,365 +6%
TIA
413
Tandem Investment Advisors
South Carolina
$37.5M -$10.4M -11,327 -22%
MIM
414
Marco Investment Management
Georgia
$37.2M -$429K -468 -1%
BWFA
415
Baltimore-Washington Financial Advisors
Maryland
$37.2M +$554K +605 +2%
HFM
416
Harvest Fund Management
China
$37.2M +$7.15M +7,829 +24%
EMPI
417
Elo Mutual Pension Insurance
Finland
$37M -$1.56M -1,701 -4%
Jacobs Levy Equity Management
418
Jacobs Levy Equity Management
New Jersey
$37M +$29.6M +32,304 +398%
MFAM
419
Motley Fool Asset Management
Virginia
$37M +$3.35M +3,654 +10%
ACM
420
Advisors Capital Management
New Jersey
$36.9M +$876K +956 +2%
CC
421
Cadinha & Co
Hawaii
$36.2M +$144K +157 +0.4%
BPA
422
Beacon Pointe Advisors
California
$36.1M -$1.28M -1,398 -3%
FCH
423
Freestone Capital Holdings
Washington
$35.9M -$832K -908 -2%
MG
424
Markel Group
Virginia
$35.9M – – –
BHIA
425
Birch Hill Investment Advisors
Massachusetts
$35.8M -$927K -1,012 -3%
15 16
17
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