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Costco

3,881 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, 1,449 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,881
Holders Change
+330
Holders Change %
+9.29%
% 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
1,449
Closed
88
Calls
$8.38B
Puts
$11.6B
Net Calls
-$3.17B
Net Calls Change
-$883M
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
3551
Meriwether Wealth & Planning
Louisiana
$256K +$256K +279 New
CWM
3552
Campbell Wealth Management
Virginia
$255K +$8.26K +9 +3%
PMG
3553
ProVise Management Group
Florida
$255K -$2.75K -3 -1%
AG
3554
Advocate Group
Minnesota
$255K
DAS
3555
DMKC Advisory Services
Iowa
$255K +$255K +278 New
Q1WB
3556
Quest 10 Wealth Builders
Virginia
$254K +$254K +278 New
DLCIG
3557
D.L. Carlson Investment Group
New Hampshire
$254K
AWA
3558
Authentikos Wealth Advisory
California
$251K +$218K +238 +661%
SIA
3559
Spectrum Investment Advisors
Wisconsin
$250K +$33.9K +37 +16%
HAC
3560
Harbor Advisory Corp
New Hampshire
$250K
TWM
3561
Topsail Wealth Management
North Carolina
$250K +$250K +273 New
SFP
3562
SwitchPoint Financial Planning
Utah
$250K +$250K +272 New
HF
3563
Holcombe Financial
Georgia
$248K +$248K +271 New
RWM
3564
Riverbend Wealth Management
South Carolina
$248K +$248K +260 New
LPFG
3565
Landing Point Financial Group
Ohio
$247K +$247K +232 New
RFM
3566
Royal Fund Management
Florida
$247K -$231K -252 -48%
KHC
3567
Koesten Hirschmann & Crabtree
Kansas
$247K
MFGM
3568
Marshall Financial Group (Maryland)
Maryland
$247K -$8.26K -9 -3%
GCM
3569
Gables Capital Management
Florida
$246K
SWK
3570
Stephen W. Kidder
$246K +$25.7K +28 +12%
PP
3571
PFS Partners
New Jersey
$246K
BWS
3572
Buck Wealth Strategies
Colorado
$246K -$77.9K -85 -24%
AFS
3573
Axiom Financial Strategies
Indiana
$246K +$5.5K +6 +2%
HWM
3574
Horizon Wealth Management
Illinois
$246K
PWA
3575
Provenance Wealth Advisors
Florida
$245K