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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 %
TPCM
2776
Templeton & Phillips Capital Management
Tennessee
$706K
DIA
2777
Davidson Investment Advisors
Montana
$703K +$30.2K +33 +4%
IF
2778
Integrity Financial
Wyoming
$703K -$160K -175 -19%
HCC
2779
Hirtle Callaghan & Co
Pennsylvania
$703K +$84.3K +92 +14%
TFM
2780
Trademark Financial Management
Minnesota
$701K -$41.2K -45 -6%
CIAM
2781
Caitong International Asset Management
Hong Kong
$701K +$701K +765 New
TWM
2782
Thrive Wealth Management
Pennsylvania
$701K -$6.41K -7 -0.9%
CCA
2783
Cadent Capital Advisors
Oklahoma
$700K +$13.8K +15 +2%
SCP
2784
Seizert Capital Partners
Michigan
$699K
HWM
2785
HRC Wealth Management
Idaho
$695K +$307K +335 +79%
WTA
2786
Washington Trust Advisors
Massachusetts
$695K +$18.3K +20 +3%
SDWMA
2787
Schneider Downs Wealth Management Advisors
Pennsylvania
$693K -$17.4K -19 -2%
AIA
2788
AIMZ Investment Advisors
California
$692K
HI
2789
Hoey Investments
Pennsylvania
$690K +$284K +310 +70%
LWM
2790
Lakeridge Wealth Management
Ohio
$688K +$46.7K +51 +7%
ACM
2791
AUA Capital Management
Pennsylvania
$687K
PHS
2792
Pekin Hardy Strauss
Illinois
$687K -$9.16K -10 -1%
CA
2793
Callahan Advisors
Texas
$686K -$91.7K -100 -12%
EAM
2794
Evanson Asset Management
California
$684K -$19.2K -21 -3%
CAM
2795
Concorde Asset Management
Michigan
$684K -$5.49K -6 -0.8%
AIM
2796
Aspen Investment Management
Michigan
$684K +$324K +353 +90%
UH
2797
Unigestion Holding
Switzerland
$682K -$316K -345 -32%
RA
2798
Rise Advisors
New York
$680K -$15.6K -17 -2%
WPW
2799
Warther Private Wealth
Ohio
$678K
LI
2800
LRI Investments
Florida
$677K