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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 %
APWA
1951
Atlas Private Wealth Advisors
New Jersey
$1.96M -$11K -12 -0.6%
DWM
1952
Dogwood Wealth Management
Kansas
$1.96M +$207K +226 +12%
DFA
1953
Davies Financial Advisors
California
$1.95M -$202K -220 -9%
FMLI
1954
Fukoku Mutual Life Insurance
Japan
$1.95M – – –
ISB
1955
Iowa State Bank
Iowa
$1.95M +$17.4K +19 +0.9%
S
1956
SimplyRich
California
$1.95M +$22.9K +25 +1%
RSA
1957
River Street Advisors
Illinois
$1.94M -$58.6K -64 -3%
MHIC
1958
Marble Harbor Investment Counsel
Massachusetts
$1.94M – – –
MSWMA
1959
Market Street Wealth Management Advisors
Indiana
$1.94M -$94.4K -103 -5%
FA
1960
Fermata Advisors
California
$1.94M +$135K +147 +7%
FCG
1961
Fielder Capital Group
Tennessee
$1.93M -$916 -1 -0%
EFL
1962
ERn Financial LLC
Wisconsin
$1.92M +$46.7K +51 +3%
3F
1963
360 Financial
Minnesota
$1.92M – – –
C
1964
Certuity
Florida
$1.91M +$747K +815 +64%
CAM
1965
Creekmur Asset Management
Illinois
$1.91M +$225K +246 +13%
SCM
1966
Sone Capital Management
New York
$1.9M +$1.9M +2,072 New
WAOI
1967
Wealth Advisors of Iowa
Iowa
$1.9M +$26.6K +29 +1%
BHBT
1968
Burke & Herbert Bank & Trust
Virginia
$1.89M -$5.5K -6 -0.3%
BI
1969
Bolthouse Investments
California
$1.89M +$1.89M +2,066 New
AA
1970
Altman Advisors
Illinois
$1.89M +$13.7K +15 +0.7%
SAMC
1971
Spectrum Asset Management (California)
California
$1.88M +$916 +1 +0%
WSCM
1972
Wellington Shields Capital Management
New York
$1.87M -$84.3K -92 -4%
SG Americas Securities
1973
SG Americas Securities
New York
$1.87M -$52.8M -57,579 -97%
PWPS
1974
Pinnacle Wealth Planning Services
Ohio
$1.87M -$182K -199 -9%
PEA
1975
Park Edge Advisors
Ohio
$1.87M +$592K +646 +46%
77 78
79
80 81