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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 %
SIA
2551
Sit Investment Associates
Minnesota
$738K
FG
2552
Foster Group
Iowa
$734K -$185K -209 -20%
MAM
2553
Magellan Asset Management
Australia
$732K -$5.32K -6 -0.7%
SNB
2554
Security National Bank
Nebraska
$730K +$31K +35 +4%
CWA
2555
Clarus Wealth Advisors
Arizona
$730K +$22.7K +26 +3%
HIM
2556
Hillsdale Investment Management
Ontario, Canada
$730K +$309K +349 +74%
CWA
2557
CM Wealth Advisors
Ohio
$729K +$281K +317 +63%
SMG
2558
Smart Money Group
Texas
$729K +$50.7K +58 +7%
EFSCE
2559
Enterprise Financial Services Corp (EFSC)
Missouri
$728K -$53.2K -60 -7%
MKC
2560
M. Kraus & Co
Vermont
$727K
EB
2561
Exchange Bank
California
$724K
GWP
2562
Gen-Wealth Partners
Michigan
$724K +$163K +185 +29%
FWM
2563
Fairhaven Wealth Management
Illinois
$723K +$9.75K +11 +1%
TNB
2564
Thomasville National Bank
Georgia
$723K +$81.6K +92 +13%
RB
2565
Renasant Bank
Mississippi
$723K +$306K +345 +73%
ACH
2566
ArrowMark Colorado Holdings
Colorado
$722K
MM
2567
MQS Management
New York
$722K +$722K +814 New
CWA
2568
Centennial Wealth Advisory
Michigan
$721K +$98.5K +111 +16%
F4L
2569
Fortune 45 LLC
Louisiana
$721K -$13.3K -15 -2%
PSA
2570
Plum Street Advisors
Louisiana
$720K +$720K +812 New
WC
2571
Weil Company
California
$720K
TFM
2572
Trademark Financial Management
Minnesota
$718K -$42.5K -48 -6%
PW
2573
Peninsula Wealth
California
$717K +$20.4K +23 +3%
VC
2574
Veery Capital
Delaware
$714K -$3.55K -4 -0.5%
WWM
2575
Whalen Wealth Management
Nevada
$713K -$4.43K -5 -0.6%