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Costco
COST

Overview Fund Activity

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.

Holders
3,880
Holders Change
+330
Holders Change %
+9.3%
% 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
4.48%
New
490
Increased
1,479
Reduced
1,448
Closed
88
Calls
$8.38B
Puts
$11.6B
Net Calls
-$3.17B
Net Calls Change
-$883M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$5.18B
2
Raymond James Financial
2
Raymond James Financial
Florida
$1.24B
3
BlackRock
3
BlackRock
New York
$31.9B
4
Northern Trust
4
Northern Trust
Illinois
$4.82B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.7B

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$8M
2
PFA
2
Pathway Financial Advisers
Indiana
$345K
3
Goldman Sachs
3
Goldman Sachs
New York
$2.92B
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$99.4M
5
Bank of America
5
Bank of America
North Carolina
$6.25B
Name Market Value Shares Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$2.13B 2,299,535 +231,969 +11%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$1.8B 1,962,750 +158,846 +9%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.61B 1,759,500 -114,055 -6%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$1.57B 1,714,002 -14,409 -0.8%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.57B 1,713,777 +105,762 +7%
Ameriprise
31
Ameriprise
Minnesota
$1.39B 1,517,467 +5,749 +0.4%
Deutsche Bank
32
Deutsche Bank
Germany
$1.33B 1,455,570 +162,892 +13%
Barclays
33
Barclays
United Kingdom
$1.32B 1,435,813 +195,022 +16%
American Century Companies
34
American Century Companies
Missouri
$1.29B 1,407,506 -19,450 -1%
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.25B 1,374,168 -7,278 -0.5%
Raymond James Financial
36
Raymond James Financial
Florida
$1.24B 1,348,991 +1,348,991 New
Principal Financial Group
37
Principal Financial Group
Iowa
$1.16B 1,261,508 -44,443 -3%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.15B 1,251,700 -64,200 -5%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$1.1B 1,198,192 +6,121 +0.5%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$979M 1,068,772 +382,367 +56%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$968M 1,056,933 +660 +0.1%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$963M 1,050,094 -2,562 -0.2%
Franklin Resources
43
Franklin Resources
California
$904M 987,137 -1,243 -0.1%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$896M 977,971 -12,914 -1%
LPL Financial
45
LPL Financial
California
$837M 913,745 +94,938 +12%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$810M 884,288 -15,261 -2%
EHC
47
Everett Harris & Co
California
$781M 851,949 -3,421 -0.4%
National Pension Service
48
National Pension Service
South Korea
$754M 822,633 +9,947 +1%
PTC
49
Provident Trust Company
Wisconsin
$747M 815,340 -22,789 -3%
Capital Research Global Investors
50
Capital Research Global Investors
California
$711M 775,541 +343,390 +79%
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