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Costco

3,880 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, 1,448 reducing their positions, and 88 closing their positions.

Holders
3,880
Holders Change
+330
Holders Change %
+9.3%
% of All Funds
51.67%
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
1,448
Closed
88
Calls
$8.38B
Puts
$11.6B
Net Calls
-$3.17B
Net Calls Change
-$883M
Name Market Value Shares Shares
Change
Shares
Change %
HHGA
3776
Halbert Hargrove Global Advisors
California
$102K 111 +111 New
OA
3777
Operose Advisors
Wisconsin
$97.1K 106 -175 -62%
FNWA
3778
Financial Network Wealth Advisors
Utah
$94.4K 103 -182 -64%
GCS
3779
Gordian Capital (Singapore)
Singapore
$92.5K 101 +100 +10,000%
KWAG
3780
Kiely Wealth Advisory Group
North Carolina
$92.4K 87
SDIC
3781
South Dakota Investment Council
South Dakota
$92K 100
DFA
3782
DHJJ Financial Advisors
Illinois
$91.6K 100
SIP
3783
Sellwood Investment Partners
Oregon
$91.6K 100 +100 New
CI
3784
Cordant Inc
Oregon
$91.6K 100 +100 New
PSB
3785
Piscataqua Savings Bank
New Hampshire
$91.6K 100
PG
3786
Proffitt & Goodson
Tennessee
$90.7K 99 -11 -10%
BGAI
3787
Bruce G. Allen Investments
Colorado
$88K 96 -2 -2%
WW
3788
Winnow Wealth
Texas
$85.2K 94 +94 New
KTC
3789
Kentucky Trust Company
Kentucky
$82.5K 90 +90 New
LWA
3790
Lowe Wealth Advisors
Maryland
$80.6K 88 +7 +9%
IHWM
3791
Iron Horse Wealth Management
Iowa
$79.7K 87
SWC
3792
Spectrum Wealth Counsel
Indiana
$78.8K 86 -2 -2%
CTB
3793
Country Trust Bank
Illinois
$78.8K 86
LC
3794
Lavaca Capital
Texas
$77.9K 85 +85 New
KPP
3795
Kings Path Partners
Texas
$77K 84
PP
3796
Pingora Partners
Wyoming
$77K 84
BIM
3797
Breakwater Investment Management
Washington
$74.2K 81
MIM
3798
Marshall Investment Management
Colorado
$70K 79 +79 New
APW
3799
Atlantic Private Wealth
North Carolina
$68.7K 75
WCM
3800
WealthTrak Capital Management
Virginia
$66.9K 73 +73 New