COST icon

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 %
ECA
2251
Elevated Capital Advisors
Utah
$1.32M -$104K -114 -7%
SFG
2252
SNS Financial Group
Minnesota
$1.32M -$2.75K -3 -0.2%
SP
2253
Stonebrook Private
Michigan
$1.32M +$39.4K +43 +3%
CWA
2254
Canvas Wealth Advisors
Kansas
$1.32M +$29.3K +32 +2%
WI
2255
WrapManager Inc
California
$1.32M – – –
SIAG
2256
Signet Investment Advisory Group
Rhode Island
$1.31M -$18.3K -20 -1%
WTFG
2257
Wood Tarver Financial Group
Idaho
$1.31M +$1.31M +1,434 New
WFA
2258
WestHill Financial Advisors
California
$1.31M -$1.83K -2 -0.1%
GWA
2259
Gratus Wealth Advisors
Virginia
$1.31M -$916 -1 -0.1%
WCG
2260
Weaver Consulting Group
California
$1.31M -$151K -165 -10%
SL
2261
Sentry LLC
Tennessee
$1.31M – – –
CBA
2262
Coastal Bridge Advisors
Connecticut
$1.31M +$96.2K +105 +8%
FIA
2263
FNY Investment Advisers
New York
$1.3M -$916 -1 -0.1%
JCFM
2264
JBR Co Financial Management
Oklahoma
$1.3M +$916 +1 +0.1%
CAG
2265
Cypress Advisory Group
Arizona
$1.3M +$1.3M +1,420 New
SWA
2266
Strategies Wealth Advisors
Michigan
$1.3M +$1.3M +1,218 New
CFS
2267
CRA Financial Services
New Jersey
$1.29M -$41.2K -45 -3%
GC
2268
Grimes & Company
Massachusetts
$1.29M +$34.8K +38 +3%
JE
2269
JMAC Enterprises
Pennsylvania
$1.28M +$17.4K +19 +1%
ACM
2270
Arlington Capital Management
Illinois
$1.28M +$68.7K +75 +6%
HTI
2271
Hikari Tsushin Inc
Japan
$1.28M – – –
HT
2272
Heritage Trust
Oklahoma
$1.28M +$1.28M +1,397 New
Kayne Anderson Rudnick Investment Management
2273
Kayne Anderson Rudnick Investment Management
California
$1.28M -$109K -119 -8%
EGA
2274
Eagle Global Advisors
Texas
$1.28M -$4.58K -5 -0.4%
MW
2275
MBL Wealth
North Carolina
$1.27M -$26.6K -29 -2%
89 90
91
92 93