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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 %
OL
2501
Owen LaRue
Kentucky
$786K -$70.9K -80 -8%
TCM
2502
Tributary Capital Management
Nebraska
$785K -$26.6K -30 -3%
VW
2503
Vantage Wealth
California
$785K
NCM
2504
New Capital Management
Texas
$784K
LA
2505
Lifeworks Advisors
Michigan
$784K
TWA
2506
Tandem Wealth Advisors
Arizona
$784K +$57.6K +65 +8%
PL
2507
Perpetual Ltd
Australia
$783K +$4.43K +5 +0.6%
WCP
2508
Wick Capital Partners
Pennsylvania
$778K +$59.4K +67 +8%
TFGT
2509
TS Financial Group (TSFG)
Illinois
$778K +$13.3K +15 +2%
WC
2510
Wexford Capital
Florida
$777K -$149K -168 -16%
MFG
2511
Menard Financial Group
Texas
$776K +$4.43K +5 +0.6%
BWA
2512
BlueChip Wealth Advisors
Georgia
$776K -$9.76K -11 -1%
BWG
2513
Beta Wealth Group
California
$775K -$7.09K -8 -0.9%
PIN
2514
Prudent Investors Network
California
$773K +$773K +872 New
HCM
2515
Harvey Capital Management
Florida
$771K
RA
2516
Riversedge Advisors
Delaware
$771K +$10.6K +12 +1%
OPA
2517
Old Port Advisors
Maine
$770K -$7.09K -8 -0.9%
MPW
2518
MGO Private Wealth
California
$769K -$82.4K -93 -10%
RL
2519
Retireful LLC
Michigan
$769K -$3.45M -3,891 -82%
HFS
2520
Howard Financial Services
Texas
$767K +$886 +1 +0.1%
CIP
2521
Convergence Investment Partners
Florida
$766K -$33.7K -38 -4%
BAM
2522
Berkshire Asset Management
Pennsylvania
$765K
MCM
2523
Monarch Capital Management
Indiana
$764K -$4.43K -5 -0.6%
FLII
2524
First Long Island Investors
New York
$764K +$764K +862 New
PWW
2525
Pettyjohn Wood & White
Virginia
$763K +$26.6K +30 +4%