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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 %
PMFA
2401
Plante Moran Financial Advisors
Michigan
$1.13M -$245K -268 -18%
WFAG
2402
Wescott Financial Advisory Group
Pennsylvania
$1.13M +$59.6K +65 +6%
PL
2403
Parthenon LLC
Kentucky
$1.13M – – –
MWP
2404
Madison Wealth Partners
Wisconsin
$1.12M -$3.66K -4 -0.3%
EWS
2405
Evergreen Wealth Solutions
Pennsylvania
$1.12M +$131K +143 +13%
S
2406
Sachetta
Massachusetts
$1.12M -$25.7K -28 -2%
CPA
2407
Court Place Advisors
Maryland
$1.12M +$13.7K +15 +1%
IFS
2408
Intelligent Financial Strategies
Minnesota
$1.12M – – –
PIA
2409
Pinion Investment Advisors
Kansas
$1.12M -$12.8K -14 -1%
SMA
2410
Seven Mile Advisory
New Jersey
$1.11M +$1.83K +2 +0.2%
AIS
2411
Accredited Investor Services
Minnesota
$1.11M +$1.11M +1,214 New
WLG
2412
Williamson Legacy Group
Indiana
$1.11M +$19.2K +21 +2%
SWM
2413
Sugarloaf Wealth Management
Georgia
$1.11M -$6.41K -7 -0.6%
ECA
2414
Elevate Capital Advisors
Colorado
$1.11M +$1.11M +1,211 New
HL
2415
HeadInvest LLC
Maine
$1.11M -$16.5K -18 -1%
MMM
2416
Mendel Money Management
Illinois
$1.11M -$4.58K -5 -0.4%
FC
2417
Farringdon Capital
United Kingdom
$1.11M +$1.11M +1,209 New
NWM
2418
Napa Wealth Management
California
$1.11M -$2.51M -2,736 -69%
WEG
2419
World Equity Group
Illinois
$1.1M -$145K -158 -12%
BCG
2420
Bravias Capital Group
New Jersey
$1.1M +$1.1M +1,124 New
SPW
2421
Surience Private Wealth
Washington
$1.1M -$321K -350 -23%
SL
2422
Sentinus LLC
Illinois
$1.1M -$56.8K -62 -5%
GWM
2423
Greenwich Wealth Management
Connecticut
$1.1M +$106K +116 +11%
FC
2424
Fusion Capital
South Carolina
$1.1M -$20.2K -22 -2%
HA
2425
Helium Advisors
Washington
$1.1M +$1.1M +1,197 New
95 96
97
98 99