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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 %
TDC
2276
Thompson Davis & Co
Virginia
$1.27M -$6.41K -7 -0.5%
MCWA
2277
Meadow Creek Wealth Advisors
Georgia
$1.27M -$225K -246 -15%
YP
2278
YANKCOM Partnership
South Dakota
$1.27M +$1.27M +1,386 New
TWM
2279
Trueblood Wealth Management
Ohio
$1.27M +$55.9K +61 +5%
MIM
2280
Meridiem Investment Management
United Kingdom
$1.27M – – –
TSS
2281
Two Sigma Securities
New York
$1.27M -$7.66M -8,358 -86%
GSIAS
2282
Garden State Investment Advisory Services
New Jersey
$1.26M -$119K -129 -9%
GIP
2283
Greatmark Investment Partners
Georgia
$1.26M -$60.5K -66 -5%
FMWA
2284
Forvis Mazars Wealth Advisors
Missouri
$1.26M +$2.75K +3 +0.2%
CCA
2285
Clearwater Capital Advisors
Illinois
$1.26M +$41.2K +45 +3%
SRC
2286
Sage Rhino Capital
California
$1.26M +$916 +1 +0.1%
GG
2287
Gleason Group
Kentucky
$1.26M -$21.1K -23 -2%
SIC
2288
Sterling Investment Counsel
New York
$1.25M -$600K -655 -32%
BWP
2289
BSW Wealth Partners
Colorado
$1.25M – – –
HA
2290
Hofer & Associates
California
$1.25M -$32.1K -35 -3%
SDH
2291
Sloy Dahl & Holst
Washington
$1.25M +$183K +200 +17%
WB
2292
West Bancorporation
Iowa
$1.25M -$77K -84 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
2293
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.25M -$24.7K -27 -2%
SCA
2294
Scott Capital Advisors
Oregon
$1.25M +$10.2K +11 +0.8%
AWA
2295
AmeriServ Wealth Advisors
Pennsylvania
$1.25M +$1.25M +1,360 New
BFA
2296
Buttonwood Financial Advisors
Maryland
$1.24M – – –
GWP
2297
Gateway Wealth Partners
Wisconsin
$1.24M +$313K +342 +34%
PCS
2298
Personal CFO Solutions
New Jersey
$1.24M +$43.1K +47 +4%
USWIA
2299
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.24M +$103K +112 +9%
ZB
2300
Zions Bancorporation
Utah
$1.24M +$98K +107 +9%
90 91
92
93 94