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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 %
CPBTD
2001
Central Pacific Bank - Trust Division
Hawaii
$1.83M -$4.58K -5 -0.3%
CPW
2002
Cove Private Wealth
New York
$1.83M +$747K +815 +69%
CAM
2003
Cidel Asset Management
Ontario, Canada
$1.83M -$104K -114 -5%
CG
2004
Corundum Group
Colorado
$1.83M +$575K +627 +46%
MSS
2005
Mitchell Sinkler & Starr
Pennsylvania
$1.82M -$609K -665 -25%
SFP
2006
Sandbox Financial Partners
Maryland
$1.82M +$124K +135 +7%
KOCAA
2007
Knights of Columbus Asset Advisors
Connecticut
$1.82M +$1.76M +1,925 +3,156%
KHCM
2008
Kirtland Hills Capital Management
Ohio
$1.82M +$20.2K +22 +1%
EWM
2009
EPG Wealth Management
Georgia
$1.82M -$292K -319 -14%
WFI
2010
West Family Investments
California
$1.81M -$22.9K -25 -1%
CB
2011
Centennial Bank
Arkansas
$1.81M – – –
SCA
2012
St. Clair Advisors
Ohio
$1.81M – – –
BW
2013
Bison Wealth
Georgia
$1.81M -$375K -409 -17%
ISL
2014
Ingalls & Snyder LLC
New York
$1.8M +$233K +254 +15%
EW
2015
Evoke Wealth
California
$1.8M +$180K +196 +11%
PWM
2016
Pines Wealth Management
North Carolina
$1.8M +$1.8M +1,918 New
1M
2017
1248 Management
Missouri
$1.79M +$1.79M +1,957 New
RZH
2018
Relyea Zuckerberg Hanson
Connecticut
$1.79M +$72.4K +79 +4%
BCM
2019
Birmingham Capital Management
Alabama
$1.79M – – –
WC
2020
Waterloo Capital
Texas
$1.79M -$136K -148 -7%
PCP
2021
Panoramic Capital Partners
Oregon
$1.78M +$1.78M +1,946 New
LCS
2022
Levin Capital Strategies
New York
$1.78M +$388K +424 +28%
OC
2023
Oakworth Capital
Alabama
$1.77M -$916 -1 -0.1%
MFG
2024
MidWestOne Financial Group
Iowa
$1.77M -$109K -119 -6%
PIM
2025
Pullen Investment Management
Florida
$1.77M -$37.6K -41 -2%
79 80
81
82 83