COST icon

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 %
RA
2526
Ruggaard & Associates
Ohio
$762K -$30.1K -34 -4%
AWM
2527
Aberdeen Wealth Management
Illinois
$762K
GFA
2528
Gallagher Fiduciary Advisors
Illinois
$762K +$48.8K +55 +7%
AFM
2529
Abbot Financial Management
Massachusetts
$761K +$64.7K +73 +9%
BFG
2530
Beacon Financial Group
Texas
$761K +$38.1K +43 +5%
EE
2531
EWG Elevate
California
$758K
RCA
2532
Ranch Capital Advisors
Florida
$757K +$16.9K +19 +2%
VBWMG
2533
Von Berge Wealth Management Group
California
$757K -$13.5K -15 -2%
PIMG
2534
Patriot Investment Management Group
Tennessee
$755K
JC
2535
JB Capital
Connecticut
$754K +$18.6K +21 +3%
CA
2536
Callahan Advisors
Texas
$752K +$887 +1 +0.1%
KWM
2537
KFG Wealth Management
Indiana
$752K +$22.2K +25 +3%
IWA
2538
Inspirion Wealth Advisors
Illinois
$751K +$111K +125 +17%
PCS
2539
Private Client Services
Kentucky
$750K +$16K +18 +2%
CCM
2540
Carlson Capital Management
Minnesota
$749K +$56.7K +64 +8%
CCP
2541
Clough Capital Partners
Massachusetts
$748K +$748K +844 New
RP
2542
Riverwater Partners
Wisconsin
$747K -$13.2K -15 -2%
MCM
2543
Monument Capital Management
Virginia
$746K +$35.5K +40 +5%
SC
2544
Sawyer & Company
Massachusetts
$745K
CPW
2545
Catalyst Private Wealth
California
$743K
IPAM
2546
Investment Partners Asset Management
New Jersey
$743K +$5.32K +6 +0.7%
SF
2547
Safeguard Financial
Wisconsin
$743K +$23K +26 +3%
BCP
2548
Berkeley Capital Partners
Georgia
$742K +$87.8K +99 +13%
FIBT
2549
First International Bank & Trust
North Dakota
$740K +$175K +197 +31%
VW
2550
Vance Wealth
California
$740K -$42.5K -48 -5%