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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 %
EFA
2451
Evernest Financial Advisors
Indiana
$1.05M -$64.2K -70 -6%
CH
2452
Cromwell Holdings
Wyoming
$1.05M +$9.16K +10 +0.9%
KFA
2453
Kapstone Financial Advisors
Ohio
$1.05M +$1.05M +1,086 New
SAW
2454
Signal Advisors Wealth
Michigan
$1.05M +$81.6K +89 +8%
CFA
2455
Cahill Financial Advisors
Minnesota
$1.04M +$94.4K +103 +10%
OPPS
2456
Obsidian Personal Planning Solutions
Maryland
$1.04M -$46.1K -47 -4%
FBT
2457
First Bankers Trust
Kentucky
$1.04M -$42.1K -46 -4%
KWM
2458
Kolinsky Wealth Management
New Jersey
$1.04M +$33K +36 +3%
CVM
2459
Cheviot Value Management
California
$1.04M -$2.75K -3 -0.3%
BFA
2460
Brown Financial Advisors
Ohio
$1.03M -$195K -213 -16%
WAG
2461
Winthrop Advisory Group
Massachusetts
$1.03M +$201K +219 +24%
CWA
2462
Capital Wealth Alliance
Arizona
$1.03M +$68.7K +75 +7%
DA
2463
Dover Advisors
Virginia
$1.03M -$1.83K -2 -0.2%
Members Trust
2464
Members Trust
Florida
$1.03M -$27.5K -30 -3%
WIM
2465
Westside Investment Management
California
$1.03M – – –
GFG
2466
GR Financial Group
Arizona
$1.03M +$1.83K +2 +0.2%
RWP
2467
Revolve Wealth Partners
New Jersey
$1.03M +$119K +130 +13%
BHPW
2468
Beverly Hills Private Wealth
California
$1.03M +$6.41K +7 +0.6%
CCM
2469
Chaney Capital Management
Washington
$1.03M +$91.6K +100 +10%
LWM
2470
LongView Wealth Management
Georgia
$1.03M +$9.17K +10 +0.9%
PI
2471
Pachira Investments
California
$1.03M +$21.2K +23 +2%
SFG
2472
Synergy Financial Group
California
$1.03M -$132K -144 -11%
HWM
2473
Howard Wealth Management
Connecticut
$1.02M +$622K +679 +155%
BWM
2474
Biltmore Wealth Management
Arizona
$1.02M -$3.66K -4 -0.4%
FFA
2475
Florida Financial Advisors
Florida
$1.02M -$6.41K -7 -0.6%
97 98
99
100 101