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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 %
WWP
2301
Waypoint Wealth Partners
California
$1.23M -$75.1K -82 -6%
WAAG
2302
Wealth Alliance Advisory Group
Kansas
$1.23M -$56.8K -62 -4%
MS
2303
Marshall & Sullivan
Washington
$1.23M +$2.75K +3 +0.2%
HFRG
2304
Houlihan Financial Resource Group
Virginia
$1.23M – – –
CA
2305
Centerpoint Advisors
Massachusetts
$1.23M -$13.7K -15 -1%
CIS
2306
Custom Index Systems
New York
$1.23M +$31.2K +34 +3%
FCFC
2307
First Commonwealth Financial Corp
Pennsylvania
$1.23M +$572K +624 +87%
CAL
2308
Capital Advisors Ltd
Ohio
$1.23M +$12.8K +14 +1%
MFG
2309
Magnus Financial Group
New York
$1.23M +$81.6K +89 +7%
AA
2310
Argent Advisors
Louisiana
$1.23M -$11.9K -13 -1%
VCAM
2311
Van Cleef Asset Management
Ohio
$1.23M +$10.1K +11 +0.8%
SMC
2312
Smith, Moore & Co
Missouri
$1.23M +$180K +196 +17%
FCM
2313
Fire Capital Management
California
$1.22M +$1.22M +1,335 New
LGA
2314
Lebenthal Global Advisors
New York
$1.22M +$115K +126 +10%
RFA
2315
Resurgent Financial Advisors
Georgia
$1.22M +$30.2K +33 +3%
MTIC
2316
Missouri Trust & Investment Company
Missouri
$1.22M +$2.75K +3 +0.2%
HSG
2317
Helen Stephens Group
Texas
$1.22M +$916 +1 +0.1%
DWM
2318
Drive Wealth Management
Utah
$1.22M +$54.1K +59 +5%
BBA
2319
Baader Bank Aktiengesellschaft
Germany
$1.22M -$506K -552 -29%
FIBT
2320
First International Bank & Trust
North Dakota
$1.22M +$454K +495 +59%
ALA
2321
Atlas Legacy Advisors
California
$1.22M +$1.22M +1,329 New
CFS
2322
Coordinated Financial Services
Colorado
$1.22M +$1.22M +1,328 New
KSB
2323
Kennebec Savings Bank
Maine
$1.22M -$65.7K -71 -5%
GBWM
2324
Granite Bay Wealth Management
New Hampshire
$1.22M +$38.5K +42 +3%
FB
2325
Finward Bancorp
Indiana
$1.21M +$1.21M +1,326 New
91 92
93
94 95