Costco
COST
3,937 hedge funds and large institutions have $280B invested in Costco in 2024 Q4 according to their latest regulatory filings, with 509 funds opening new positions, 1,498 increasing their positions, 1,459 reducing their positions, and 88 closing their positions.
478% more first-time investments, than exits
New positions opened: 509 | Existing positions closed: 88
10% more funds holding
Funds holding: 3,586 → 3,937 (+351)
3% more funds holding in top 10
Funds holding in top 10: 325 → 336 (+11)
5% more capital invested
Capital invested by funds: $267B → $280B (+$12.9B)
3% more repeat investments, than reductions
Existing positions increased: 1,498 | Existing positions reduced: 1,459
0.81% more ownership
Funds ownership: 67.93% → 68.74% (+0.81%)
27% less call options, than puts
Call options by funds: $8.39B | Put options by funds: $11.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.12B |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$545M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$422M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$355M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$319M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
-$314M |
| 2 |
Goldman Sachs
New York
|
-$280M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$264M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$239M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$164M |
COST Hedge Fund Activity: Q4 2024 in Review
3,937 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q4 2024, worth a combined $280B — up 4.9% from $267B a quarter earlier.
Buyers outnumbered sellers: 509 funds opened new COST positions and 88 closed out — a net gain of 421 holders — while 1,498 added to existing stakes and 1,459 trimmed.
The largest buyer was BlackRock, adding an estimated $1.12B. The largest seller was Pathway Financial Advisers, cutting an estimated $314M.
- 3,937 institutional investors held Costco (COST) as of Q4 2024, up from 3,586 in Q3 2024.
- Funds reported $280B of Costco stock for Q4 2024, up 4.9% quarter-over-quarter.
- 509 funds opened new Costco positions in Q4 2024 and 88 closed out, a net change of +421 holders.
- The largest Costco buyer in Q4 2024 was BlackRock, an estimated $1.12B added.
- The largest Costco seller in Q4 2024 was Pathway Financial Advisers, an estimated $314M sold.
Based on aggregated 13F filings for Q4 2024.