Costco
COST
3,931 hedge funds and large institutions have $286B invested in Costco in 2024 Q4 according to their latest regulatory filings, with 507 funds opening new positions, 1,496 increasing their positions, 1,457 reducing their positions, and 88 closing their positions.
476% more first-time investments, than exits
New positions opened: 507 | Existing positions closed: 88
10% more funds holding
Funds holding: 3,582 → 3,931 (+349)
7% more capital invested
Capital invested by funds: $267B → $286B (+$19.1B)
3% more funds holding in top 10
Funds holding in top 10: 326 → 336 (+10)
3% more repeat investments, than reductions
Existing positions increased: 1,496 | Existing positions reduced: 1,457
0.85% less ownership
Funds ownership: 69.6% → 68.75% (-0.85%)
27% less call options, than puts
Call options by funds: $8.38B | Put options by funds: $11.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.12B |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$545M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$422M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$355M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$319M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$6.83B |
| 2 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
-$314M |
| 3 |
Goldman Sachs
New York
|
-$280M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$264M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$239M |
COST Hedge Fund Activity: Q4 2024 in Review
3,931 of the 7,594 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q4 2024, worth a combined $286B — up 7.2% from $267B a quarter earlier.
Buyers outnumbered sellers: 507 funds opened new COST positions and 88 closed out — a net gain of 419 holders — while 1,496 added to existing stakes and 1,457 trimmed.
The largest buyer was BlackRock, adding an estimated $1.12B. The largest seller was International Assets Investment Management, cutting an estimated $6.83B.
- 3,931 institutional investors held Costco (COST) as of Q4 2024, up from 3,582 in Q3 2024.
- Funds reported $286B of Costco stock for Q4 2024, up 7.2% quarter-over-quarter.
- 507 funds opened new Costco positions in Q4 2024 and 88 closed out, a net change of +419 holders.
- The largest Costco buyer in Q4 2024 was BlackRock, an estimated $1.12B added.
- The largest Costco seller in Q4 2024 was International Assets Investment Management, an estimated $6.83B sold.
Based on aggregated 13F filings for Q4 2024.