Costco
COST
3,582 hedge funds and large institutions have $267B invested in Costco in 2024 Q3 according to their latest regulatory filings, with 191 funds opening new positions, 1,478 increasing their positions, 1,438 reducing their positions, and 84 closing their positions.
127% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 84
2% more funds holding
Funds holding: 3,517 → 3,582 (+65)
3% more capital invested
Capital invested by funds: $258B → $267B (+$8.62B)
3% more repeat investments, than reductions
Existing positions increased: 1,478 | Existing positions reduced: 1,438
0.96% more ownership
Funds ownership: 68.63% → 69.6% (+0.96%)
7% less funds holding in top 10
Funds holding in top 10: 352 → 326 (-26)
22% less call options, than puts
Call options by funds: $7.93B | Put options by funds: $10.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$6.39B |
| 2 |
Invesco
Atlanta,
Georgia
|
+$520M |
| 3 |
Goldman Sachs
New York
|
+$333M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$324M |
| 5 |
BlackRock
New York
|
+$320M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$753M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$537M |
| 3 |
State Street
Boston,
Massachusetts
|
-$509M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$495M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$476M |
COST Hedge Fund Activity: Q3 2024 in Review
3,582 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q3 2024, worth a combined $267B — up 3.3% from $258B a quarter earlier.
Buyers outnumbered sellers: 191 funds opened new COST positions and 84 closed out — a net gain of 107 holders — while 1,478 added to existing stakes and 1,438 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $6.39B. The largest seller was Wellington Management Group, cutting an estimated $753M.
- 3,582 institutional investors held Costco (COST) as of Q3 2024, up from 3,517 in Q2 2024.
- Funds reported $267B of Costco stock for Q3 2024, up 3.3% quarter-over-quarter.
- 191 funds opened new Costco positions in Q3 2024 and 84 closed out, a net change of +107 holders.
- The largest Costco buyer in Q3 2024 was International Assets Investment Management, an estimated $6.39B added.
- The largest Costco seller in Q3 2024 was Wellington Management Group, an estimated $753M sold.
Based on aggregated 13F filings for Q3 2024.