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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 %
BWS
2151
Broadway Wealth Solutions
Texas
$1.49M +$1.49M +1,629 New
SRL
2152
Scientech Research LLC
New Jersey
$1.49M -$386K -421 -21%
HTHT
2153
Hemenway Trust Hemenway Trust
New Hampshire
$1.49M +$33.9K +37 +2%
ACMA
2154
Arbor Capital Management (Alaska)
Alaska
$1.48M -$572K -596 -28%
SRWM
2155
Shira Ridge Wealth Management
California
$1.48M +$39.4K +43 +3%
AIM
2156
Allen Investment Management
New York
$1.48M +$9.16K +10 +0.6%
CF
2157
Copperwynd Financial
Arizona
$1.48M -$105K -115 -7%
RFG
2158
RFP Financial Group
Georgia
$1.48M – – –
LWM
2159
Laidlaw Wealth Management
New York
$1.47M +$90.7K +99 +7%
MCA
2160
MSH Capital Advisors
Arizona
$1.47M -$43.1K -47 -3%
RIM
2161
Redwood Investment Management
Arizona
$1.47M +$240K +262 +20%
BWM
2162
Bernard Wealth Management
Michigan
$1.46M +$1.46M +1,596 New
SCA
2163
Sander Capital Advisors
Washington
$1.46M – – –
AWM
2164
Aprio Wealth Management
Georgia
$1.46M +$62.3K +68 +4%
PIA
2165
Pollock Investment Advisors
Michigan
$1.46M +$1.46M +1,590 New
NFA
2166
Northern Financial Advisors
Michigan
$1.45M -$84.3K -92 -6%
TIM
2167
Tortoise Investment Management
New York
$1.44M -$3.67K -4 -0.3%
AP
2168
Atwood & Palmer
Missouri
$1.44M – – –
CRC
2169
Curi RMB Capital
Illinois
$1.44M -$1.05M -1,145 -42%
RCM
2170
Riverpark Capital Management
New York
$1.44M – – –
RWP
2171
Ridgecrest Wealth Partners
California
$1.44M +$298K +325 +26%
HAFG
2172
Hansen & Associates Financial Group
California
$1.44M +$1.44M +1,534 New
CWA
2173
Consilium Wealth Advisory
Texas
$1.44M +$8.24K +9 +0.6%
CFGW
2174
Chancellor Financial Group WB
Pennsylvania
$1.44M +$1.44M +1,572 New
LJAC
2175
L.J. Altfest & Co
New York
$1.44M -$18.3K -20 -1%
85 86
87
88 89