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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 %
CWM
3826
CarsonAllaria Wealth Management
Illinois
$35.9K 39
LG
3827
LAM Group
Oregon
$34.8K 38
CF
3828
Collier Financial
Colorado
$34.8K 38 +38 New
EPW
3829
Endeavor Private Wealth
Kansas
$33.3K 36 +36 New
EA
3830
Evolution Advisers
Virginia
$33K 36
NC
3831
NewSquare Capital
Pennsylvania
$32.3K 35 +25 +250%
BSC
3832
Brown Shipley & Co
United Kingdom
$32.1K 35
SIM
3833
Synergy Investment Management
Florida
$31.2K 34 +34 New
HCA
3834
Heck Capital Advisors
Wisconsin
$30.2K 33
DPW
3835
DiNuzzo Private Wealth
Pennsylvania
$29.3K 32 +1 +3%
LOIP
3836
Live Oak Investment Partners
Texas
1IA
3837
1620 Investment Advisors
Massachusetts
$27.1K 30
SIM
3838
Studio Investment Management
Illinois
$26.6K 29
FW
3839
Fairway Wealth
Ohio
$26.2K 29 +8 +38%
SGC
3840
Slocum, Gordon & Co
Rhode Island
$25.7K 28
IMC
3841
Investment Management Corporation
Virginia
$25.1K 27 +27 New
FFA
3842
Frazier Financial Advisors
Ohio
$23.1K 25 -9 -26%
FWM
3843
FLP Wealth Management
Arkansas
$22.9K 25 +25 New
EPW
3844
Evergreen Private Wealth
Colorado
$22.9K 25
GIS
3845
Grayhawk Investment Strategies
Alberta, Canada
$22K 24
MFA
3846
McClarren Financial Advisors
Pennsylvania
$21K 23 -1,768 -99%
FIA
3847
FPC Investment Advisory
California
$19.6K 20 +15 +300%
MFC
3848
Mechanics Financial Corp
Ohio
$19.2K 21 +21 New
AIM
3849
Access Investment Management
Georgia
$18.3K 20
IA
3850
IFS Advisors
Kansas
$17.4K 19