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Costco
COST

Overview Fund Activity

3,883 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, 1,451 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,883
Holders Change
+331
Holders Change %
+9.32%
% 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
1,451
Closed
88
Calls
$8.38B
Puts
$11.6B
Net Calls
-$3.17B
Net Calls Change
-$883M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.1B
2
Northern Trust
Northern Trust
Illinois
+$538M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$417M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$350M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$315M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$6.7B
2
PFA
Pathway Financial Advisers
Indiana
-$310M
3
Goldman Sachs
Goldman Sachs
New York
-$276M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$259M
5
Bank of America
Bank of America
North Carolina
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
1876
Comprehensive Financial Planning
Pennsylvania
$2.16M +$2.16M +2,356 New
GWS
1877
Greykasell Wealth Strategies
California
$2.15M +$2.15M +2,351 New
FI
1878
Financial Insights
Washington
$2.15M -$451K -492 -17%
LIM
1879
Letson Investment Management
Georgia
$2.15M -$10.1K -11 -0.5%
CIA
1880
Cladis Investment Advisory
Montana
$2.15M +$43.1K +47 +2%
IBOK
1881
Independence Bank of Kentucky
Kentucky
$2.14M +$213K +232 +11%
PSB
1882
Passumpsic Savings Bank
Vermont
$2.14M -$48.6K -53 -2%
SPFA
1883
Summit Place Financial Advisors
New Jersey
$2.14M +$77K +84 +4%
HT
1884
Headlands Technologies
Illinois
$2.13M +$2.13M +2,321 New
GWANC
1885
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.11M +$208K +227 +11%
V
1886
VeraBank
Texas
$2.11M -$1.83K -2 -0.1%
CP
1887
Cornerstone Planning
North Carolina
$2.11M +$2.11M +2,300 New
SAM
1888
Secure Asset Management
Michigan
$2.1M +$992K +1,083 +89%
FPGK
1889
Financial Partners Group (Kansas)
Kansas
$2.1M -$29.3K -32 -1%
MA
1890
MKT Advisors
California
$2.1M -$60.4K -64 -3%
FBB
1891
Fulton Breakefield Broenniman
Maryland
$2.1M +$54.1K +59 +3%
UAG
1892
United Advisor Group
Ohio
$2.1M +$151K +165 +8%
SC
1893
Searle & Co
Connecticut
$2.09M +$26.6K +29 +1%
SFG
1894
Seamount Financial Group
Colorado
$2.09M +$293K +320 +16%
LIM
1895
Leavell Investment Management
Alabama
$2.09M +$130K +142 +7%
AFT
1896
Alpha Family Trust
California
$2.08M – – –
KP
1897
Keel Point
Alabama
$2.08M +$180K +197 +10%
ZIG
1898
Zullo Investment Group
Pennsylvania
$2.07M -$916 -1 -0%
UAS
1899
United Asset Strategies
New York
$2.07M +$54.1K +59 +3%
RI
1900
Redwood Investments
Massachusetts
$2.07M +$8.25K +9 +0.4%
74 75
76
77 78