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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 %
BAM
2601
Blueshift Asset Management
New Jersey
$685K +$347K +391 +102%
TWM
2602
Thrive Wealth Management
Pennsylvania
$685K +$224K +253 +49%
TPCM
2603
Templeton & Phillips Capital Management
Tennessee
$684K
KFGK
2604
Keystone Financial Group (Kentucky)
Kentucky
$683K +$106K +119 +18%
LI
2605
LRI Investments
Florida
$683K +$48K +52 +8%
EAM
2606
Evanson Asset Management
California
$681K +$1.77K +2 +0.3%
TC
2607
Trilogy Capital
California
$679K +$17.7K +20 +3%
SL
2608
Salomon & Ludwin
Virginia
$678K +$18.6K +21 +3%
SWM
2609
SilverOak Wealth Management
Minnesota
$677K +$129K +145 +23%
MGWM
2610
Marks Group Wealth Management
Minnesota
$677K +$886 +1 +0.1%
SCP
2611
Seizert Capital Partners
Michigan
$676K
CANC
2612
Culbertson A N & Co
Virginia
$676K -$133K -150 -16%
NL
2613
Navalign LLC
California
$675K +$22.2K +25 +3%
PHS
2614
Pekin Hardy Strauss
Illinois
$674K +$11.5K +13 +2%
AWM
2615
Abound Wealth Management
Tennessee
$673K +$14.2K +16 +2%
RA
2616
Rise Advisors
New York
$673K +$7.09K +8 +1%
AF
2617
Apexium Financial
Texas
$672K
CA
2618
Cambridge Advisors
Nebraska
$671K +$6.21K +7 +0.9%
UW
2619
Unique Wealth
Florida
$671K +$71.8K +81 +12%
DCM
2620
DGS Capital Management
New Jersey
$671K +$76.3K +86 +13%
BHA
2621
Beech Hill Advisors
New York
$669K
AIA
2622
AIMZ Investment Advisors
California
$669K +$13.3K +15 +2%
LBC
2623
Lowe Brockenbrough & Co
Virginia
$668K +$82.4K +93 +14%
CAM
2624
Concorde Asset Management
Michigan
$668K +$19.5K +22 +3%
ML
2625
McAdam LLC
Pennsylvania
$666K +$99.3K +112 +18%