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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 %
TBT
2076
Texas Bank & Trust
Texas
$1.65M +$1.65M +1,804 New
AW
2077
Alteri Wealth
California
$1.65M +$1.65M +1,801 New
CCG
2078
Chatham Capital Group
Georgia
$1.65M +$32.1K +35 +2%
HGWM
2079
Horst & Graben Wealth Management
Oregon
$1.65M +$21.1K +23 +1%
LWA
2080
Lineweaver Wealth Advisors
Ohio
$1.65M -$65.4K -71 -4%
CJ
2081
Caitlin John
Michigan
$1.65M +$44.9K +49 +3%
PIN
2082
Prudent Investors Network
California
$1.65M +$846K +923 +106%
OWA
2083
Octavia Wealth Advisors
Ohio
$1.64M -$2.75K -3 -0.2%
SCG
2084
Sonata Capital Group
Washington
$1.64M +$56.8K +62 +4%
KIC
2085
Keating Investment Counselors
Florida
$1.64M – – –
ACM
2086
Anfield Capital Management
California
$1.64M +$26.6K +29 +2%
MWM
2087
MorganRosel Wealth Management
Colorado
$1.64M +$347K +379 +27%
MA
2088
Modus Advisors
Minnesota
$1.63M +$120K +131 +8%
RFA
2089
Rollins Financial Advisors
New York
$1.63M -$77.9K -85 -5%
GF
2090
Gries Financial
Ohio
$1.63M -$4.58K -5 -0.3%
ABC
2091
Associated Banc-Corp
Wisconsin
$1.62M +$133K +145 +9%
DG
2092
DMC Group
Alabama
$1.62M -$56.8K -62 -3%
CWM
2093
Centurion Wealth Management
Virginia
$1.62M +$33K +36 +2%
PCA
2094
Peddock Capital Advisors
Massachusetts
$1.61M – – –
TW
2095
Traveka Wealth
California
$1.61M +$941K +1,027 +140%
TWP
2096
Tempus Wealth Planning
California
$1.61M +$98.9K +108 +7%
PCWA
2097
Pacific Capital Wealth Advisors
California
$1.61M -$13.7K -15 -0.8%
MC
2098
Matisse Capital
Oregon
$1.61M -$56.8K -62 -3%
FTA
2099
Financial & Tax Architects
Missouri
$1.6M +$112K +122 +8%
LPAM
2100
Lodestar Private Asset Management
California
$1.6M +$4.58K +5 +0.3%
82 83
84
85 86