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Costco

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
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
2701
Ranch Capital Advisors
Florida
$771K -$11K -12 -1%
VFA
2702
Voya Financial Advisors
Connecticut
$770K -$124K -135 -14%
TCM
2703
Tributary Capital Management
Nebraska
$770K -$41.2K -45 -5%
MHC
2704
May Hill Capital
Massachusetts
$769K +$769K +839 New
IPAM
2705
Investment Partners Asset Management
New Jersey
$768K
TS
2706
Tamar Securities
California
$767K -$77.9K -85 -9%
FCIM
2707
Fairview Capital Investment Management
California
$766K -$115K -126 -13%
WE
2708
Wealth Effects
Massachusetts
$766K -$92.5K -101 -11%
OBWG
2709
Onyx Bridge Wealth Group
New York
$765K -$111K -121 -13%
RA
2710
Ruggaard & Associates
Ohio
$765K -$22.9K -25 -3%
SPWM
2711
Spartan Planning & Wealth Management
North Carolina
$765K +$765K +835 New
SIA
2712
Sit Investment Associates
Minnesota
$763K
TNB
2713
Thomasville National Bank
Georgia
$762K +$14.7K +16 +2%
RIG
2714
RiverFront Investment Group
Virginia
$762K +$75.1K +82 +11%
WC
2715
Weil Company
California
$762K +$18.3K +20 +2%
CWA
2716
Centennial Wealth Advisory
Michigan
$761K +$16.5K +18 +2%
EL
2717
Essex LLC
Illinois
$761K -$73.3K -80 -9%
AC
2718
AXQ Capital
New Jersey
$760K -$2.22M -2,425 -75%
WAM
2719
WealthTrust Asset Management
Florida
$758K -$58.6K -64 -7%
FWM
2720
Fairhaven Wealth Management
Illinois
$758K +$10.1K +11 +1%
APA
2721
Astoria Portfolio Advisors
New York
$757K -$463K -505 -38%
JC
2722
JB Capital
Connecticut
$757K -$23K -25 -3%
MFG
2723
Midwest Financial Group
Kansas
$755K +$429K +469 +132%
FRM
2724
Fox Run Management
Connecticut
$755K -$104K -113 -12%
SNB
2725
Security National Bank
Nebraska
$755K