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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 %
CNBT
2051
Canandaigua National Bank & Trust
New York
$1.7M -$35.7K -39 -2%
CAG
2052
Curtis Advisory Group
California
$1.7M -$22.9K -25 -1%
FC
2053
Fulcrum Capital
Washington
$1.7M – – –
CNBTD
2054
Citizens National Bank Trust Department
Mississippi
$1.7M +$17.4K +19 +1%
SA
2055
Sovran Advisors
California
$1.69M +$1.69M +1,843 New
AWP
2056
Abacus Wealth Partners
California
$1.68M -$134K -146 -7%
LFA
2057
Laraway Financial Advisors
Minnesota
$1.68M -$4.58K -5 -0.3%
ESB
2058
Essex Savings Bank
Connecticut
$1.68M -$22K -24 -1%
WKSWA
2059
White Knight Strategic Wealth Advisors
New Jersey
$1.68M +$797K +870 +90%
OC
2060
Opinicus Capital
Florida
$1.68M -$56.8K -62 -3%
CA
2061
Crewe Advisors
Utah
$1.68M +$24.7K +27 +1%
SJIM
2062
St. Johns Investment Management
Florida
$1.68M +$21.1K +23 +1%
KIG
2063
Kennedy Investment Group
New Jersey
$1.68M – – –
AIA
2064
Arbor Investment Advisors
North Carolina
$1.68M – – –
RPWA
2065
Regent Peak Wealth Advisors
Georgia
$1.67M +$109K +119 +7%
RCA
2066
Roberts Capital Advisors
Colorado
$1.67M – – –
CBT
2067
Crews Bank & Trust
Florida
$1.67M +$1.67M +1,820 New
GAM
2068
Gould Asset Management
California
$1.67M +$359K +392 +27%
RIA
2069
Richwood Investment Advisors
Ohio
$1.66M +$6.41K +7 +0.4%
CFP
2070
Cascade Financial Partners
California
$1.66M +$4.58K +5 +0.3%
TFA
2071
Toth Financial Advisory
Virginia
$1.66M -$27.5K -30 -2%
SFPG
2072
Stonebridge Financial Planning Group
Florida
$1.66M +$96.2K +105 +6%
PWA
2073
Physician Wealth Advisors
Utah
$1.66M +$916 +1 +0.1%
IWA
2074
Invera Wealth Advisors
Oregon
$1.66M -$128K -136 -7%
HA
2075
Herold Advisors
New York
$1.66M -$198K -216 -11%
81 82
83
84 85