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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
51.68%
Holding in Top 10
336
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+4.02%
% of All Funds
4.48%
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 %
MDA
3851
Minot DeBlois Advisors
Massachusetts
$17.1K 19 +19 New
FFL
3852
Financial Freedom LLC
Ohio
$15.9K 17
HC
3853
Hurley Capital
New York
$15.8K 15 +15 New
KSWA
3854
Kathleen S. Wright Associates
Pennsylvania
$13.7K 15
PA
3855
Pineridge Advisors
Missouri
$12.8K 14 +14 New
LIM
3856
Longfellow Investment Management
Massachusetts
$11.9K 13
APF
3857
Alaska Permanent Fund
Alaska
$11K 12
PMIM
3858
Prudent Man Investment Management
Colorado
$10.1K 11 +11 New
PS
3859
PayPay Securities
Japan
$10.1K 11 -4 -27%
MDCM
3860
Morgan Dempsey Capital Management
Wisconsin
$10.1K 11
KFP
3861
Keener Financial Planning
Texas
$10K 11
LAM
3862
Lummis Asset Management
Texas
$9.16K 10
PWA
3863
Principia Wealth Advisory
Texas
$9.16K 10 +10 New
DCM
3864
Disciplina Capital Management
Tennessee
$7.55K 8
PCM
3865
Perritt Capital Management
Illinois
$7.35K 8 +4 +100%
BC
3866
Bayforest Capital
United Kingdom
$7.33K 8 +8 New
TCM
3867
TD Capital Management
Tennessee
$6.58K 7 +1 +17%
WA
3868
WestEnd Advisors
North Carolina
$4.58K 5
PWM
3869
Parkworth Wealth Management
California
$4.58K 5 +5 New
BFS
3870
Burkett Financial Services
South Carolina
$3.67K 4
SMAM
3871
Sugar Maple Asset Management
Wisconsin
$3.67K 4 +4 New
AFS
3872
Anderson Financial Strategies
Ohio
$3.67K 4 +4 New
HCM
3873
Horrell Capital Management
Arkansas
$3K 3
FCG
3874
Financial Connections Group
California
$3K 4 +4 New
NS
3875
NBC Securities
Alabama
$2.94K 3 -3,142 -100%