We are live on ! Find out more
PSMT icon

Pricesmart

287 hedge funds and large institutions have $2.34B invested in Pricesmart in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 113 increasing their positions, 90 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $3.06M | Put options by funds: $1.32M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

26% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 90

8% more funds holding

Funds holding: 266287 (+21)

1% more capital invested

Capital invested by funds: $2.32B → $2.34B (+$23.5M)

0.35% more ownership

Funds ownership: 82.35%82.7% (+0.35%)

Holders
287
Holders Change
+21
Holders Change %
+7.89%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
113
Reduced
90
Closed
27
Calls
$3.06M
Puts
$1.32M
Net Calls
+$1.74M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
251
Larson Financial Group
Missouri
$8.57K
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$7.39K
ME
253
McIlrath & Eck
Washington
$6.73K +$6.66K +73 New
HCP
254
Hexagon Capital Partners
Arkansas
$6.27K +$547 +6 +10%
CA
255
Centerpoint Advisors
Massachusetts
$6K +$6.29K +69 New
UB
256
UMB Bank
Missouri
$5.44K
National Bank of Canada
257
National Bank of Canada
Quebec, Canada
$4.52K +$4.47K +49 New
HNW
258
High Note Wealth
Minnesota
$4.42K +$4.38K +48 New
GWM
259
Geneos Wealth Management
Colorado
$4.15K +$547 +6 +15%
HWM
260
Hemington Wealth Management
Virginia
$3K +$1.28K +14 +48%
RIL
261
Rothschild Investment LLC
Illinois
$2.77K +$456 +5 +20%
ACM
262
Aster Capital Management
United Arab Emirates
$2.58K -$7.48K -82 -75%
JWA
263
JFS Wealth Advisors
Pennsylvania
$2.21K
TAM
264
Tucker Asset Management
Colorado
$1.94K -$639 -7 -25%
SO
265
Sierra Ocean
California
$1.94K +$1.92K +21 New
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$1.66K
WWM
267
Wolff Wiese Magana
California
$1.57K
GRP
268
Global Retirement Partners
California
$1.29K +$639 +7 +100%
VHAM
269
Van Hulzen Asset Management
California
$1.11K +$1.09K +12 New
FGA
270
Fortis Group Advisors
New Jersey
$1.11K
Jones Financial Companies
271
Jones Financial Companies
Missouri
$1.11K
CAL
272
Capital Advisors Ltd
Ohio
$1K
AF
273
Allworth Financial
California
$998 +$730 +8 +267%
FFA
274
Farther Finance Advisors
California
$922 -$18.7K -205 -95%
WA
275
WPG Advisers
Maryland
$922 +$912 +10 New

PSMT Hedge Fund Activity: Q4 2024 in Review

287 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q4 2024, worth a combined $2.34B — up 1% from $2.32B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PSMT positions and 27 closed out — a net gain of 21 holders — while 113 added to existing stakes and 90 trimmed.

The largest buyer was Boston Partners, adding an estimated $26.6M. The largest seller was EdgePoint Investment Group, cutting an estimated $124M.

  • 287 institutional investors held Pricesmart (PSMT) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $2.34B of Pricesmart stock for Q4 2024, up 1% quarter-over-quarter.
  • 48 funds opened new Pricesmart positions in Q4 2024 and 27 closed out, a net change of +21 holders.
  • The largest Pricesmart buyer in Q4 2024 was Boston Partners, an estimated $26.6M added.
  • The largest Pricesmart seller in Q4 2024 was EdgePoint Investment Group, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2024.