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Costco
COST

Overview Fund Activity

3,488 hedge funds and large institutions have $257B invested in Costco in 2024 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,418 increasing their positions, 1,382 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,488
Holders Change
+104
Holders Change %
+3.07%
% of All Funds
50.73%
Holding in Top 10
350
Holding in Top 10 Change
+81
Holding in Top 10 Change %
+30.11%
% of All Funds
5.09%
New
239
Increased
1,418
Reduced
1,382
Closed
92
Calls
$6.61B
Puts
$8.59B
Net Calls
-$1.98B
Net Calls Change
-$227M

Top Buyers

1
BlackRock
BlackRock
New York
+$710M
2
Amundi
Amundi
France
+$533M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$527M
4
UBS AM
UBS AM
Illinois
+$471M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$459M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$687M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$422M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$419M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$395M
5
WCM Investment Management
WCM Investment Management
California
-$388M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
1926
SimplyRich
California
$1.6M +$11.9K +14 +0.8%
SJIM
1927
St. Johns Investment Management
Florida
$1.59M +$121K +142 +8%
OC
1928
Opinicus Capital
Florida
$1.59M +$46.8K +55 +3%
RIA
1929
Richwood Investment Advisors
Ohio
$1.59M +$285K +335 +22%
WFI
1930
West Family Investments
California
$1.59M – – –
DF
1931
Donoghue Forlines
Massachusetts
$1.59M -$218K -257 -12%
RLWM
1932
RF&L Wealth Management
Massachusetts
$1.59M – – –
CNBTD
1933
Citizens National Bank Trust Department
Mississippi
$1.58M -$19.6K -23 -1%
AWC
1934
Abundance Wealth Counselors
Pennsylvania
$1.58M +$1.58M +1,861 New
MIC
1935
Maxi Investments CY
Cyprus
$1.58M +$746K +878 +89%
FC
1936
Fulcrum Capital
Washington
$1.58M -$241K -283 -13%
DAM
1937
Draper Asset Management
New York
$1.58M +$34.9K +41 +2%
FPGT
1938
Financial Partners Group (Tennessee)
Tennessee
$1.58M +$205K +241 +15%
SWS
1939
SYSTM Wealth Solutions
Illinois
$1.57M -$16.1K -19 -1%
CFIA
1940
Cantor Fitzgerald Investment Advisors
New York
$1.57M – – –
CSI
1941
Cross Staff Investments
New York
$1.57M – – –
RWPA
1942
Richard W. Paul & Associates
Michigan
$1.57M +$28.1K +33 +2%
RFG
1943
RFP Financial Group
Georgia
$1.57M -$3.4K -4 -0.2%
LFA
1944
Laraway Financial Advisors
Minnesota
$1.57M – – –
CRC
1945
Curi RMB Capital
Illinois
$1.56M -$841K -990 -35%
OC
1946
Oakworth Capital
Alabama
$1.56M +$190K +224 +14%
LWA
1947
Lineweaver Wealth Advisors
Ohio
$1.56M -$27.3K -32 -2%
LA
1948
LVW Advisors
New York
$1.56M +$249K +293 +19%
HVIA
1949
Hudson Valley Investment Advisors
New York
$1.56M +$157K +237 +11%
AIA
1950
Arbor Investment Advisors
North Carolina
$1.55M – – –
76 77
78
79 80