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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 %
GAG
3926
Goodman Advisory Group
Massachusetts
-525 Closed
BC
3927
Brio Consultants
California
-507 Closed
EMAM
3928
Encompass More Asset Management
California
-477 Closed
TA
3929
TrueWealth Advisors
Alabama
-452 Closed
MCP
3930
Martin Capital Partners
Oregon
-425 Closed
QT
3931
Quantbot Technologies
New York
-409 Closed
SWP
3932
Significant Wealth Partners
Illinois
-367 Closed
KFG
3933
Kingdom Financial Group
Arizona
-367 Closed
MPM
3934
MBB Public Markets
Illinois
-360 Closed
GPWA
3935
Great Point Wealth Advisors
Massachusetts
-333 Closed
SPIO
3936
Seven Post Investment Office
California
-313 Closed
CISOA
3937
Capital Investment Services of America
Wisconsin
-302 Closed
FL
3938
FreeGulliver LLC
Louisiana
-282 Closed
NIM
3939
Nexus Investment Management
Ontario, Canada
-282 Closed
SFG
3940
Sather Financial Group
Texas
-270 Closed
CPW
3941
Crestmont Private Wealth
Texas
-250 Closed
MGWA
3942
Monument Group Wealth Advisors
Massachusetts
-245 Closed
CA
3943
Calton & Associates
Florida
-237 Closed
WAS
3944
WESPAC Advisors SoCal
California
-235 Closed
SHIM
3945
Stone House Investment Management
Pennsylvania
-234 Closed
ASW
3946
Astoria Strategic Wealth
Texas
-232 Closed
CA
3947
CGN Advisors
Kansas
-231 Closed
PCI
3948
Planning Center Inc
Illinois
-231 Closed
TCMP
3949
Thrive Capital Management (Pennsylvania)
Pennsylvania
-231 Closed
WAM
3950
Worth Asset Management
Texas
-228 Closed