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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 %
SC
2926
Sawyer & Company
Massachusetts
$586K -$183K -200 -24%
SWM
2927
Selective Wealth Management
Virginia
$585K -$62.3K -68 -10%
AGA
2928
Arkos Global Advisors
Texas
$584K
PNAA
2929
Pictet North America Advisors
Switzerland
$584K
HCP
2930
Holt Capital Partners
Texas
$584K
BAM
2931
Bosun Asset Management
Illinois
$583K +$9.17K +10 +2%
OWM
2932
OneAscent Wealth Management
Alabama
$582K -$66.9K -73 -10%
AMBIA
2933
Allen Mooney & Barnes Investment Advisors
Georgia
$581K -$22K -24 -4%
MA
2934
MCF Advisors
Kentucky
$581K
VBFP
2935
Valtinson Bruner Financial Planning
Minnesota
$581K -$137K -150 -19%
SEP
2936
Southland Equity Partners
Missouri
$578K +$22.9K +25 +4%
PT
2937
Plimoth Trust
Massachusetts
$578K +$38.5K +42 +7%
CFG
2938
Carr Financial Group
Massachusetts
$578K -$22K -24 -4%
VCM
2939
Versant Capital Management
Arizona
$575K +$141K +154 +33%
BMM
2940
Berkshire Money Management
Massachusetts
$575K +$575K +627 New
OCM
2941
Osterweis Capital Management
California
$575K
PCMN
2942
Paradigm Capital Management (Nevada)
Nevada
$573K
PPC
2943
Pennington Partners & Co
Maryland
$573K +$573K +625 New
AW
2944
Alaethes Wealth
Nevada
$571K -$23.8K -26 -4%
SIC
2945
Samalin Investment Counsel
New York
$570K -$13.8K -15 -2%
IF
2946
IRON Financial
Illinois
$570K +$15.6K +17 +3%
TW
2947
Towerpoint Wealth
California
$570K
SWM
2948
SilverOak Wealth Management
Minnesota
$570K -$130K -142 -19%
VPP
2949
Vertex Planning Partners
Illinois
$570K
JLBC
2950
J.L. Bainbridge & Co
Florida
$569K +$91.6K +100 +19%