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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 %
MWM
3176
Meritas Wealth Management
California
$418K
LI
3177
LifeWealth Investments
Florida
$417K +$417K +455 New
CCMI
3178
Creative Capital Management Investments
California
$416K +$22.9K +25 +6%
GP
3179
Geneva Partners
Wisconsin
$416K
GA
3180
Gordian Advisors
Arizona
$416K +$20.2K +22 +5%
RCM
3181
Raleigh Capital Management
North Carolina
$415K +$43K +47 +12%
CWP
3182
Curated Wealth Partners
California
$414K
AWAP
3183
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$413K
SPWG
3184
Syntegra Private Wealth Group
Missouri
$413K +$151K +165 +58%
APW
3185
Austin Private Wealth
Texas
$412K +$59.6K +65 +17%
PWA
3186
PCG Wealth Advisors
Kansas
$412K +$9.16K +10 +2%
GA
3187
GSG Advisors
New Jersey
$412K +$7.33K +8 +2%
CFGA
3188
Cambridge Financial Group (Arizona)
Arizona
$412K -$3.67K -4 -0.9%
SC
3189
Saiph Capital
New Jersey
$411K
HIGP
3190
Hill Investment Group Partners
Missouri
$410K -$22.9K -25 -5%
ABTD
3191
Arvest Bank Trust Division
Oklahoma
$410K +$12.8K +14 +3%
NLWP
3192
Next Level Wealth Planning
Idaho
$409K +$409K +446 New
PWA
3193
Peterson Wealth Advisors
Utah
$408K +$21.1K +23 +5%
B
3194
Birchbrook
Maine
$408K -$1.83K -2 -0.4%
BCI
3195
Blue Capital Inc
Nebraska
$408K +$408K +445 New
QPW
3196
Quantum Private Wealth
Florida
$407K
SPWM
3197
Schrum Private Wealth Management
Florida
$406K +$406K +443 New
NFP
3198
Narus Financial Partners
Utah
$406K +$16.5K +18 +4%
PAG
3199
Paladin Advisory Group
Iowa
$405K
IAA
3200
Ironsides Asset Advisors
North Carolina
$404K