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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 %
ABWM
2576
Alpine Bank Wealth Management
Colorado
$711K +$711K +802 New
Wolverine Trading
2577
Wolverine Trading
Illinois
$709K -$130M -147,327 -99%
WMA
2578
Wealth Management Associates
New Jersey
$709K -$76.3K -86 -10%
AF
2579
Alerus Financial
North Dakota
$708K -$17.7K -20 -2%
HW
2580
Hamilton Wealth
California
$708K +$182K +205 +35%
LCM
2581
Lazari Capital Management
California
$707K -$5.32K -6 -0.7%
BWG
2582
Boomfish Wealth Group
Georgia
$707K -$2.38M -2,687 -77%
CD
2583
Chapin Davis
Maryland
$707K +$26.6K +30 +4%
AFA
2584
AA Financial Advisors
Ohio
$707K +$492K +555 +229%
GCM
2585
Goldstream Capital Management
Hong Kong
$707K +$707K +797 New
SFC
2586
Strategic Financial Concepts
Texas
$702K -$549M -618,786 -100%
FSA
2587
Financial Security Advisor
Virginia
$702K +$8.87K +10 +1%
CIAS
2588
CFS Investment Advisory Services
New Jersey
$701K +$17.7K +20 +3%
FFA
2589
Fragasso Financial Advisors
Pennsylvania
$700K +$39K +44 +6%
CCM
2590
Chickasaw Capital Management
Tennessee
$700K
VIP
2591
Vista Investment Partners
Oklahoma
$699K +$4.43K +5 +0.6%
VBFP
2592
Valtinson Bruner Financial Planning
Minnesota
$695K +$351K +396 +102%
BIA
2593
Bigelow Investment Advisors
Maine
$693K
PFM
2594
Peak Financial Management
Massachusetts
$692K +$22.2K +25 +3%
VST
2595
Van Strum & Towne
California
$689K
AWM
2596
Austin Wealth Management
Texas
$688K
GA
2597
Greenspring Advisors
Maryland
$688K +$354K +399 +106%
FP
2598
Financial Perspectives
Minnesota
$687K
SDWMA
2599
Schneider Downs Wealth Management Advisors
Pennsylvania
$687K
HP
2600
Hilltop Partners
Indiana
$687K +$687K +775 New