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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 %
WF
2626
Whelan Financial
California
$666K +$15.1K +17 +2%
ACM
2627
AUA Capital Management
Pennsylvania
$665K -$16K -18 -2%
RIG
2628
RiverFront Investment Group
Virginia
$665K +$665K +750 New
PFS
2629
Prospect Financial Services
New York
$664K +$163K +184 +33%
HCA
2630
Horan Capital Advisors
Ohio
$663K
CCA
2631
Cadent Capital Advisors
Oklahoma
$663K +$663K +748 New
JJBC
2632
James J. Burns & Company
New York
$661K +$169K +191 +34%
WCM
2633
WealthBridge Capital Management
Ohio
$660K -$53.2K -60 -7%
GAM
2634
Garrison Asset Management
Arkansas
$658K +$14.2K +16 +2%
IF
2635
Intrua Financial
Texas
$658K
WPW
2636
Warther Private Wealth
Ohio
$656K -$98.4K -111 -13%
KCM
2637
KRS Capital Management
Michigan
$656K +$16K +18 +2%
AHB
2638
Abner Herrman & Brock
New Jersey
$655K
WTA
2639
Washington Trust Advisors
Massachusetts
$654K -$45.2K -51 -6%
KCFA
2640
Key Client Fiduciary Advisors
New Jersey
$654K -$13.3K -15 -2%
DIA
2641
Davidson Investment Advisors
Montana
$651K +$21.3K +24 +3%
TW
2642
Traveka Wealth
California
$651K +$4.43K +5 +0.7%
NWWA
2643
New Wave Wealth Advisors
Arkansas
$650K -$135K -152 -17%
HOWA
2644
Heritage Oak Wealth Advisors
Florida
$650K +$650K +733 New
CS
2645
Crescent Sterling
Louisiana
$649K +$75.4K +85 +13%
IF
2646
Insight Folios
North Carolina
$648K -$7.98K -9 -1%
AC
2647
Asio Capital
Kentucky
$648K
LWM
2648
Liberty Wealth Management
California
$648K -$7.5M -8,460 -92%
AFM
2649
Anson Funds Management
Texas
$645K +$645K +728 New
SW
2650
SkyOak Wealth
Michigan
$643K