COST icon

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 %
CF
451
Clarity Financial
Texas
$31.9M -$964K -1,052 -3%
GIBU
452
Gulf International Bank (UK)
United Kingdom
$31.7M -$340K -371 -1%
Walleye Trading
453
Walleye Trading
New York
$31.7M +$14.9M +16,248 +88%
SIMG
454
Sonora Investment Management Group
Arizona
$31.6M -$68.7K -75 -0.2%
SWM
455
Spire Wealth Management
Virginia
$31.5M +$612K +668 +2%
AWM
456
Apollon Wealth Management
South Carolina
$31.3M +$5.32M +5,805 +21%
PWP
457
Private Wealth Partners
California
$31.2M -$1.41M -1,543 -4%
ICP
458
Ironvine Capital Partners
Nebraska
$30.9M -$22K -24 -0.1%
MAM
459
Madison Asset Management
Wisconsin
$30.7M -$1.75M -1,915 -5%
MIA
460
Madison Investment Advisors
Wisconsin
$30.7M +$30.7M +33,543 New
BWP
461
Barlow Wealth Partners
Kentucky
$30.7M +$1.05M +1,139 +4%
SAM
462
Silvercrest Asset Management
New York
$30.7M +$311K +339 +1%
BF
463
BOK Financial
Oklahoma
$30.7M -$212K -226 -0.7%
OIAM
464
OFI Invest Asset Management
France
$30.6M +$30.6M +34,574 New
RPGK
465
Retirement Planning Group (Kansas)
Kansas
$30.5M -$77K -84 -0.3%
TC
466
TownSquare Capital
Utah
$30.5M +$3.07M +3,351 +11%
KJWM
467
Kiley Juergens Wealth Management
Washington
$30.4M +$18.3K +20 +0.1%
FSCM
468
Front Street Capital Management
Montana
$30.4M -$1.39M -1,522 -4%
IMCOOI
469
Investment Management Corp of Ontario (IMCO)
Canada
$30.2M -$8.2M -8,949 -21%
PNC
470
Park National Corp
Ohio
$30.2M +$1.41M +1,536 +5%
SAM
471
Shell Asset Management
Netherlands
$30.2M -$495K -540 -2%
Envestnet Portfolio Solutions
472
Envestnet Portfolio Solutions
Illinois
$30.1M +$1.11M +1,207 +4%
HIC
473
Harvey Investment Company
Kentucky
$30.1M -$710K -775 -2%
ATN
474
AMF Tjänstepension
Sweden
$29.6M -$14.7M -16,075 -33%
BCP
475
Blue Chip Partners
Michigan
$29.5M -$116K -127 -0.4%
17 18
19
20 21