COST icon

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 %
CWM
3226
Crowley Wealth Management
Delaware
$393K +$393K +429 New
PGA
3227
Portland Global Advisors
Maine
$392K +$916 +1 +0.2%
SIA
3228
Summit Investment Advisors
Maryland
$392K +$392K +364 New
AWA
3229
AGH Wealth Advisors
Kansas
$391K +$391K +427 New
GPA
3230
Guerra Pan Advisors
New Jersey
$391K
MWM
3231
Moulton Wealth Management
Washington
$391K +$916 +1 +0.2%
SFS
3232
Security Financial Services
Indiana
$390K +$25.7K +28 +7%
SIA
3233
SGL Investment Advisors
Montana
$390K +$9.59K +9 +3%
NIM
3234
Nicollet Investment Management
Minnesota
$390K +$915 +1 +0.2%
FIC
3235
Family Investment Center
Missouri
$390K -$24.8K -27 -6%
VF
3236
Vawter Financial
Ohio
$389K +$3.67K +4 +1%
RWM
3237
RBA Wealth Management
California
$388K -$19.2K -21 -5%
SCM
3238
Seascape Capital Management
New Hampshire
$388K +$4.59K +5 +1%
TWP
3239
Tower Wealth Partners
Pennsylvania
$388K +$22.9K +25 +6%
CA
3240
Cache Advisors
California
$388K +$388K +423 New
VCM
3241
Voleon Capital Management
California
$388K +$388K +423 New
EBA
3242
Eagle Bay Advisors
New York
$387K -$62.2K -68 -14%
SFG
3243
Stonebridge Financial Group
Pennsylvania
$387K +$387K +422 New
VC
3244
Vicus Capital
Pennsylvania
$386K -$80.6K -88 -17%
IWS
3245
Integrity Wealth Solutions
Colorado
$386K +$137K +150 +55%
CWA
3246
Cascade Wealth Advisors
Washington
$385K
LSA
3247
Lansing Street Advisors
Pennsylvania
$385K +$74.2K +81 +24%
MAG
3248
Mayfair Advisory Group
Alabama
$384K
SFWA
3249
Summit Financial Wealth Advisors
Louisiana
$383K -$20.1K -20 -5%
SCA
3250
STALEY CAPITAL ADVISERS
Pennsylvania
$383K