Costco
COST
3,585 hedge funds and large institutions have $267B invested in Costco in 2024 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 1,481 increasing their positions, 1,439 reducing their positions, and 84 closing their positions.
126% more first-time investments, than exits
New positions opened: 190 | Existing positions closed: 84
2% more funds holding
Funds holding: 3,521 → 3,585 (+64)
3% more capital invested
Capital invested by funds: $258B → $267B (+$8.63B)
3% more repeat investments, than reductions
Existing positions increased: 1,481 | Existing positions reduced: 1,439
0.56% less ownership
Funds ownership: 68.5% → 67.93% (-0.56%)
7% less funds holding in top 10
Funds holding in top 10: 351 → 325 (-26)
22% less call options, than puts
Call options by funds: $7.93B | Put options by funds: $10.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$520M |
| 2 |
Goldman Sachs
New York
|
+$333M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$324M |
| 4 |
BlackRock
New York
|
+$320M |
| 5 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
+$294M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$753M |
| 2 |
State Street
Boston,
Massachusetts
|
-$509M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$495M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$476M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$329M |
COST Hedge Fund Activity: Q3 2024 in Review
3,585 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q3 2024, worth a combined $267B — up 3.3% from $258B a quarter earlier.
Buyers outnumbered sellers: 190 funds opened new COST positions and 84 closed out — a net gain of 106 holders — while 1,481 added to existing stakes and 1,439 trimmed.
The largest buyer was Invesco, adding an estimated $520M. The largest seller was Wellington Management Group, cutting an estimated $753M.
- 3,585 institutional investors held Costco (COST) as of Q3 2024, up from 3,521 in Q2 2024.
- Funds reported $267B of Costco stock for Q3 2024, up 3.3% quarter-over-quarter.
- 190 funds opened new Costco positions in Q3 2024 and 84 closed out, a net change of +106 holders.
- The largest Costco buyer in Q3 2024 was Invesco, an estimated $520M added.
- The largest Costco seller in Q3 2024 was Wellington Management Group, an estimated $753M sold.
Based on aggregated 13F filings for Q3 2024.