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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 %
FWA
3101
Flagship Wealth Advisors
Massachusetts
$465K +$465K +507 New
RCM
3102
Requisite Capital Management
Texas
$464K -$91.6K -100 -17%
WLPWM
3103
Walled Lake Planning & Wealth Management
Illinois
$463K
AWA
3104
Acorn Wealth Advisors
Michigan
$463K +$8.25K +9 +2%
CNAM
3105
Campbell Newman Asset Management
Wisconsin
$463K
SDAM
3106
Shulman DeMeo Asset Management
New York
$462K +$1.83K +2 +0.4%
NB
3107
Northwest Bancshares
Pennsylvania
$461K -$25.7K -28 -5%
TC
3108
Trust Company
Kansas
$461K +$6.41K +7 +1%
SH
3109
SLT Holdings
Arizona
$461K +$461K +503 New
TI
3110
Truepoint Inc
Ohio
$459K -$21.1K -23 -4%
VP
3111
Verum Partners
North Carolina
$459K +$9.16K +10 +2%
E3F
3112
Eight 31 Financial
Texas
$458K
AC
3113
Avenir Corporation
Virginia
$458K
PFC
3114
Poplar Forest Capital
California
$458K
VWA
3115
VERITY Wealth Advisors
United States
$458K
LFG
3116
Lockerman Financial Group
California
$458K
GWM
3117
Greenhouse Wealth Management
Connecticut
$458K
DWS
3118
Dynamic Wealth Strategies
California
$457K -$17.4K -19 -4%
AWM
3119
Ariadne Wealth Management
California
$456K +$5.31K +5 +1%
VWM
3120
Vermillion Wealth Management
Minnesota
$456K +$456K +497 New
DA
3121
Detalus Advisors
Missouri
$456K +$12.8K +14 +3%
W
3122
WealthCollab
Washington
$454K
WIA
3123
Wealthedge Investment Advisors
New York
$453K +$453K +495 New
CMAI
3124
Capital Management Associates Inc
Minnesota
$453K -$26.6K -29 -6%
MWM
3125
Maridea Wealth Management
New York
$452K +$452K +493 New