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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 %
BPAMU
2651
BTG Pactual Asset Management US
New York
$643K +$643K +725 New
FCM
2652
Firestone Capital Management
Florida
$641K
MHR
2653
Matthew Hamilton Rosenberg
$641K +$18.6K +21 +3%
RW
2654
RVW Wealth
California
$641K
FAFN
2655
First Affirmative Financial Network
Colorado
$640K +$166K +187 +35%
RCWM
2656
Royal Capital Wealth Management
Indiana
$639K -$133K -150 -17%
FCFC
2657
First Commonwealth Financial Corp
Pennsylvania
$638K
EF
2658
Exeter Financial
Arizona
$638K +$22.2K +25 +4%
BFA
2659
Beacon Financial Advisory
Ohio
$637K +$24.8K +28 +4%
WJA
2660
Willis Johnson & Associates
Texas
$637K +$12.4K +14 +2%
EC
2661
EdgeRock Capital
Colorado
$637K +$20.4K +23 +3%
TLCM
2662
Twin Lakes Capital Management
California
$637K
PCM
2663
Pennsylvania Capital Management
Pennsylvania
$637K +$164K +185 +35%
HP
2664
Hyperion Partners
Pennsylvania
$635K -$3.55K -4 -0.6%
PAM
2665
Palisade Asset Management
Minnesota
$634K
FFA
2666
Fi3 Financial Advisors
Indiana
$633K +$33.7K +38 +6%
HI
2667
Hendershot Investments
Virginia
$632K
CM
2668
Cercano Management
Washington
$631K +$631K +712 New
FWI
2669
Facet Wealth Inc
Maryland
$631K +$31.6K +36 +5%
NED
2670
Nancy E. Dempze
$630K +$630K +711 New
FCT
2671
First Community Trust
Iowa
$629K
SWM
2672
Selective Wealth Management
Virginia
$628K +$1.78K +2 +0.3%
OWM
2673
OneAscent Wealth Management
Alabama
$628K -$93.1K -105 -13%
KL
2674
KWMG LLC
Kansas
$627K +$886 +1 +0.1%
GA
2675
Goldstein Advisors
Wisconsin
$626K +$13.3K +15 +2%