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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 %
WWM
2201
WJ Wealth Management
Arizona
$1.39M – – –
PFG
2202
PAX Financial Group
Texas
$1.39M -$17.4K -19 -1%
XWM
2203
Xcel Wealth Management
Florida
$1.39M +$18.3K +20 +1%
1IA
2204
1834 Investment Advisors
Wisconsin
$1.39M +$36.7K +40 +3%
PWM
2205
Pinnacle Wealth Management
California
$1.39M -$8.25K -9 -0.6%
CPA
2206
Cardiff Park Advisors
California
$1.39M -$68.7K -75 -5%
MFWP
2207
Mosaic Family Wealth Partners
Missouri
$1.39M +$104K +113 +8%
ACM
2208
Avalon Capital Management
California
$1.38M -$91.6K -100 -6%
SAM
2209
Sompo Asset Management
Japan
$1.38M +$18.3K +20 +1%
SLWA
2210
San Luis Wealth Advisors
California
$1.38M -$14.7K -16 -1%
VC
2211
Veracity Capital
Georgia
$1.38M +$64.1K +70 +5%
CIS
2212
Continental Investors Services
Washington
$1.38M +$1.83K +2 +0.1%
HAS
2213
HBW Advisory Services
California
$1.37M +$34.8K +38 +3%
CC
2214
Callan Capital
California
$1.37M -$1.16M -1,270 -46%
BW
2215
BIP Wealth
Georgia
$1.37M -$3.66K -4 -0.3%
RFP
2216
Root Financial Partners
California
$1.37M +$437K +477 +47%
PWG
2217
Portside Wealth Group
Utah
$1.37M +$99K +108 +8%
HCM
2218
Hutchinson Capital Management
California
$1.37M -$103K -112 -7%
DOA
2219
D'Orazio & Associates
Virginia
$1.37M +$46.7K +51 +4%
1W
2220
1776 Wealth
Georgia
$1.36M – – –
SI
2221
Seeds Investor
New York
$1.36M +$105K +115 +8%
CFG
2222
Chapman Financial Group
Hawaii
$1.36M +$1.36M +1,483 New
BRA
2223
Bender Robert & Associates
California
$1.36M +$49.5K +54 +4%
RDFA
2224
Ritter Daniher Financial Advisory
Ohio
$1.36M -$25.7K -28 -2%
LIA
2225
LBMC Investment Advisors
Tennessee
$1.36M -$137K -150 -9%
87 88
89
90 91