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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 %
WA
2026
WESPAC Advisors
California
$1.77M -$18.3K -20 -1%
LSIA
2027
LaSalle St. Investment Advisors
Illinois
$1.77M +$325K +355 +22%
NFC
2028
Northstar Financial Companies
Pennsylvania
$1.77M +$1.77M +1,932 New
WG
2029
Welch Group
Alabama
$1.76M +$50.7K +55 +3%
MFA
2030
Mayflower Financial Advisors
Massachusetts
$1.76M +$2.75K +3 +0.2%
AWS
2031
Arkfeld Wealth Strategies
Nebraska
$1.75M +$925 +1 +0.1%
ATS
2032
Ashton Thomas Securities
New York
$1.75M +$68.8K +75 +4%
CFO
2033
CVA Family Office
Colorado
$1.75M +$75.1K +82 +4%
CSI
2034
Cross Staff Investments
New York
$1.75M -$22.9K -25 -1%
BPC
2035
Bearing Point Capital
Minnesota
$1.75M +$1.75M +1,909 New
AWE
2036
Avidian Wealth Enterprises
Texas
$1.75M +$56.8K +62 +3%
LCM
2037
LCM Capital Management
Illinois
$1.75M +$4.58K +5 +0.3%
FC
2038
Fjell Capital
North Dakota
$1.73M +$1.73M +1,893 New
GPI
2039
General Partner Inc
Pennsylvania
$1.73M -$91.6K -100 -5%
ODG
2040
O'Dell Group
Ohio
$1.73M -$294K -321 -15%
PFA
2041
Petra Financial Advisors
Colorado
$1.72M +$1.83K +2 +0.1%
RWI
2042
Red Wave Investments
Pennsylvania
$1.72M -$41.2K -45 -2%
FAT
2043
First American Trust
California
$1.72M -$73.3K -80 -4%
OCM
2044
Orion Capital Management
California
$1.71M -$72.4K -79 -4%
VDI
2045
Vaughan David Investments
Illinois
$1.71M -$4.58K -5 -0.3%
RLWM
2046
RF&L Wealth Management
Massachusetts
$1.71M – – –
EWM
2047
Evermay Wealth Management
Virginia
$1.71M -$193K -211 -10%
BCG
2048
BayBridge Capital Group
California
$1.71M +$120K +131 +8%
NWMG
2049
Nicholson Wealth Management Group
South Carolina
$1.71M +$346K +378 +25%
CB
2050
Chris Bulman
California
$1.7M +$27.5K +30 +2%
80 81
82
83 84