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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 %
EA
3026
Everpar Advisors
Oklahoma
$509K +$14.7K +16 +3%
GWM
3027
Gitterman Wealth Management
New Jersey
$508K -$43K -47 -8%
MSWM
3028
McGlone Suttner Wealth Management
Wisconsin
$507K -$2.75K -3 -0.5%
PSF
3029
Pacific Sun Financial
California
$506K
CAGAS
3030
Capital Advisory Group Advisory Services
Minnesota
$506K +$45.8K +50 +10%
LAS
3031
LWM Advisory Services
Florida
$505K +$14.6K +16 +3%
1WM
3032
1900 Wealth Management
Texas
$504K -$56.8K -62 -10%
RCP
3033
Rothschild Capital Partners
New York
$504K +$504K +550 New
GPWM
3034
Grant Private Wealth Management
California
$503K +$503K +549 New
WFA
3035
WMG Financial Advisors
Tennessee
$501K +$104K +113 +26%
CRIG
3036
Charter Research & Investment Group
Connecticut
$501K
MWM
3037
MGB Wealth Management
Texas
$499K +$169K +184 +51%
WSWA
3038
Warren Street Wealth Advisors
California
$498K +$55K +60 +12%
SWP
3039
Semus Wealth Partners
Florida
$498K +$67.7K +74 +16%
LC
3040
Landaas & Company
Wisconsin
$497K
NRC
3041
New Republic Capital
North Carolina
$497K +$55.9K +61 +13%
CCB
3042
Cutter & Co Brokerage
Missouri
$496K -$9.17K -10 -2%
AIM
3043
Avity Investment Management
Connecticut
$496K -$9.16K -10 -2%
RC
3044
Rahlfs Capital
Texas
$495K +$495K +540 New
WWA
3045
Wealth Watch Advisors
Colorado
$493K +$493K +535 New
PWP
3046
Prasad Wealth Partners
Ohio
$491K +$491K +536 New
BB
3047
Burford Brothers
Texas
$491K -$21.1K -23 -4%
OF
3048
Optimize Financial
California
$490K +$490K +535 New
KRW
3049
Kaufman Rossin Wealth
Florida
$488K +$488K +533 New
UI
3050
Unconventional Investor
New Hampshire
$487K