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Costco

3,552 hedge funds and large institutions have $261B invested in Costco in 2024 Q3 according to their latest regulatory filings, with 192 funds opening new positions, 1,466 increasing their positions, 1,428 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,552
Holders Change
+64
Holders Change %
+1.83%
% of All Funds
51.37%
Holding in Top 10
323
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-7.71%
% of All Funds
4.67%
New
192
Increased
1,466
Reduced
1,428
Closed
85
Calls
$7.93B
Puts
$10.2B
Net Calls
-$2.29B
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Shares
Change %
BSI
2476
Bennett Selby Investments
Maine
$813K +$78.9K +89 +11%
VWMG
2477
Virginia Wealth Management Group
Virginia
$812K
CGH
2478
CMG Global Holdings
Texas
$809K -$17.7K -20 -2%
CFO
2479
Collective Family Office
Pennsylvania
$808K -$887 -1 -0.1%
EL
2480
Essex LLC
Illinois
$807K -$2.66K -3 -0.3%
CMP
2481
Courage Miller Partners
Virginia
$807K
SAM
2482
SignalPoint Asset Management
Missouri
$807K
WAG
2483
Winthrop Advisory Group
Massachusetts
$806K +$39.9K +45 +5%
TFM
2484
TFC Financial Management
Massachusetts
$804K -$11.5K -13 -1%
CAM
2485
Councilmark Asset Management
Tennessee
$802K
DWM
2486
Darwin Wealth Management
Florida
$802K -$21.3K -24 -3%
MW
2487
Marcum Wealth
Ohio
$801K +$5.32K +6 +0.7%
DWAM
2488
Duncan Williams Asset Management
Tennessee
$799K +$76.3K +86 +11%
MIC
2489
Meridian Investment Counsel
California
$799K -$887 -1 -0.1%
BCM
2490
Boltwood Capital Management
California
$797K +$96.6K +109 +14%
CGA
2491
Crescent Grove Advisors
Illinois
$794K
T
2492
TNF
Montana
$793K +$1.79K +2 +0.2%
SW
2493
Solidarity Wealth
Utah
$793K -$8.87K -10 -1%
TFO
2494
Tarbox Family Office
California
$793K +$132K +149 +20%
PPH
2495
Pure Portfolios Holdings
Oregon
$792K +$792K +894 New
EFG
2496
Embree Financial Group
Illinois
$791K +$30.1K +34 +4%
WAM
2497
WealthTrust Asset Management
Florida
$790K -$733K -827 -48%
BMWM
2498
Brown Miller Wealth Management
Virginia
$787K +$38.2K +43 +5%
WAM
2499
Weinberger Asset Management
California
$787K -$3.55K -4 -0.4%
DI
2500
Diligent Investors
California
$786K +$19.5K +22 +3%