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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 %
1NWS
3451
1 North Wealth Services
Maryland
$297K +$297K +324 New
SSC
3452
Syverson Strege & Co
Iowa
$297K +$37.6K +41 +14%
JWWM
3453
Johnson & White Wealth Management
Pennsylvania
$296K +$5.47K +6 +2%
SPWG
3454
Sage Private Wealth Group
Illinois
$295K -$13.8K -15 -4%
PCM
3455
Permanent Capital Management
Illinois
$295K +$295K +322 New
FFG
3456
Fiduciary Financial Group
California
$294K +$31.9K +34 +12%
BBPWM
3457
Blue Bell Private Wealth Management
Pennsylvania
$294K
BF
3458
Blankinship & Foster
California
$293K -$2.75K -3 -0.9%
NJBEST
3459
New Jersey Better Educational Savings Trust
New Jersey
$292K
BWA
3460
BlueChip Wealth Advisors
Georgia
$292K -$508K -555 -64%
WWM
3461
Wagner Wealth Management
South Carolina
$292K -$11K -12 -4%
CWM
3462
Cahill Wealth Management
Michigan
$291K
SFS
3463
Sharp Financial Services
Pennsylvania
$290K
MS
3464
Madden Securities
Texas
$290K
TWA
3465
Talisman Wealth Advisors
New Jersey
$290K
VAG
3466
VisionPoint Advisory Group
Texas
$290K +$290K +319 New
BFS
3467
Burr Financial Services
California
$290K
JTWM
3468
Jackson Thornton Wealth Management
Alabama
$288K +$288K +314 New
WLIM
3469
White Lighthouse Investment Management
Massachusetts
$288K
AOG
3470
Alpha Omega Group
Virginia
$286K
SDJVC
3471
St. Denis J. Villere & Co
Louisiana
$286K
PFM
3472
Phillips Financial Management
Indiana
$284K +$27.5K +30 +11%
CWMA
3473
Capstone Wealth Management (Alabama)
Alabama
$284K +$284K +310 New
MWA
3474
Merkkuri Wealth Advisors
New York
$284K -$10.1K -11 -3%
MWM
3475
Mosley Wealth Management
California
$283K