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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 %
CJH
3801
Christopher J. Hasenberg
Wisconsin
$66.9K 73
HIW
3802
Holos Integrated Wealth
Pennsylvania
$66K 72 +72 New
SSG
3803
Summit Securities Group
New York
$63.2K 69 +69 New
CAWM
3804
Capital A Wealth Management
Pennsylvania
$57.7K 63 +63 New
DMIC
3805
Dixon Mitchell Investment Counsel
British Columbia, Canada
$57.7K 63 +63 New
RWS
3806
Retirement Wealth Solutions
Wisconsin
$55.5K 59 +59 New
ZRP
3807
Zynergy Retirement Planning
New Jersey
$55K 62
YAL
3808
Your Advocates Ltd
Texas
$54.1K 59
CIR
3809
Clear Investment Research
Georgia
$50.5K 55 +10 +22%
BTC
3810
Bank & Trust Company
Illinois
$49.5K 54
SC
3811
Swan Capital
Florida
$45.8K 50
AFM
3812
Aspetuck Financial Management
Connecticut
$45.8K 50 +50 New
NRWA
3813
North Ridge Wealth Advisors
Oregon
$45.8K 50 +50 New
SFA
3814
Semmax Financial Advisors
North Carolina
$45.4K 42
RWM
3815
Ruedi Wealth Management
Illinois
$43.3K 47
MBFW
3816
Morton Brown Family Wealth
Pennsylvania
$41.5K 45
FWA
3817
FSC Wealth Advisors
New York
$41.2K 45 +45 New
AP
3818
Aspect Partners
Virginia
$41.2K 45 -5 -10%
PCA
3819
PMV Capital Advisers
Texas
$41.2K 45 +45 New
SRCM
3820
Signature Resources Capital Management
California
$39.6K 43
BC
3821
Barrett & Company
Rhode Island
$39.4K 43 +16 +59%
WFA
3822
West Financial Advisors
Iowa
$37.6K 41
RL
3823
Rogco LP
Oklahoma
$37.6K 41
SC
3824
Steph & Co
Wisconsin
$36.7K 40 -38 -49%
SA
3825
SRH Advisors
Kansas
$36.7K 40