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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 %
EFG
2176
Ethos Financial Group
Pennsylvania
$1.44M +$95.4K +104 +7%
GSIS
2177
Global Strategic Investment Solutions
Arizona
$1.44M – – –
RAG
2178
RIA Advisory Group
Iowa
$1.44M -$152K -166 -10%
KA
2179
KLCM Advisors
Wisconsin
$1.43M -$22K -24 -2%
CCG
2180
Coastwise Capital Group
California
$1.43M +$825K +901 +136%
ATC
2181
Adirondack Trust Company
New York
$1.43M -$33.9K -37 -2%
TCM
2182
Tradewinds Capital Management
Washington
$1.43M +$44K +48 +3%
AWCI
2183
Alpine Woods Capital Investors
New York
$1.43M -$916 -1 -0.1%
RWPA
2184
Richard W. Paul & Associates
Michigan
$1.43M +$13.7K +15 +1%
TFF
2185
The Family Firm
Maryland
$1.42M -$46.8K -51 -3%
SA
2186
Skyline Advisors
Washington
$1.42M -$40.3K -44 -3%
MFS
2187
Miller Financial Services
Michigan
$1.42M +$1.42M +1,548 New
TIA
2188
Traphagen Investment Advisors
New Jersey
$1.42M +$22.9K +25 +2%
OTL
2189
Oak Thistle LLC
New York
$1.41M +$1.41M +1,539 New
HFS
2190
HBC Financial Services
Washington
$1.41M – – –
NJIM
2191
Nabity-Jensen Investment Management
Nebraska
$1.41M – – –
CCA
2192
Corps Capital Advisors
Texas
$1.41M +$1.41M +1,537 New
EM
2193
Excalibur Management
Massachusetts
$1.4M +$90.7K +99 +7%
SFC
2194
SYM Financial Corp
Indiana
$1.4M +$765K +835 +120%
HPM
2195
Hoxton Planning & Management
West Virginia
$1.4M -$47.6K -52 -3%
WWC
2196
Waypoint Wealth Counsel
Georgia
$1.4M +$172K +188 +14%
FCAS
2197
First Command Advisory Services
Texas
$1.4M -$53.1K -58 -4%
ZF
2198
Zhang Financial
Michigan
$1.4M +$157K +171 +13%
CAP
2199
Columbia Advisory Partners
Washington
$1.4M -$42.2K -46 -3%
LA
2200
LexAurum Advisors
Kansas
$1.4M -$25.7K -28 -2%
86 87
88
89 90