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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 %
S
2676
Sunpointe
Missouri
$625K -$9.75K -11 -2%
FM
2677
Family Management
New York
$625K +$2.66K +3 +0.4%
TCG
2678
Transcendent Capital Group
Oklahoma
$625K +$301K +339 +93%
APW
2679
Aurora Private Wealth
New Jersey
$622K -$25.7K -29 -4%
CBTWT
2680
Community Bank & Trust (Waco, Texas)
Texas
$621K +$4.44K +5 +0.7%
LWM
2681
Lakeridge Wealth Management
Ohio
$621K -$15.1K -17 -2%
AR
2682
Apeiron RIA
Texas
$621K +$1.77K +2 +0.3%
PW
2683
Paladin Wealth
Minnesota
$619K +$619K +698 New
MAC
2684
Mason & Associates (California)
California
$619K +$121K +136 +24%
UIA
2685
Ulland Investment Advisors
Minnesota
$618K +$19.5K +22 +3%
QAM
2686
Q3 Asset Management
Michigan
$618K +$618K +697 New
SFC
2687
SYM Financial Corp
Indiana
$615K +$177K +200 +40%
TSW
2688
Three Seasons Wealth
Utah
$613K +$262K +296 +75%
OIM
2689
Oder Investment Management
California
$612K
GCA
2690
Greenwood Capital Associates
South Carolina
$612K -$20.4K -23 -3%
TWM
2691
Tanager Wealth Management
United Kingdom
$612K +$390K +440 +176%
SCA
2692
Sandy Cove Advisors
Massachusetts
$611K +$12.4K +14 +2%
KIM
2693
Kestra Investment Management
Texas
$610K +$610K +688 New
EA
2694
Echo45 Advisors
California
$607K -$17.7K -20 -3%
AWM
2695
Accel Wealth Management
Iowa
$606K +$10.6K +12 +2%
FWM
2696
FFT Wealth Management
Pennsylvania
$604K +$48.7K +55 +9%
WAM
2697
Winslow Asset Management
Ohio
$604K +$2.66K +3 +0.4%
FA
2698
Financial Alternatives
California
$604K
CWM
2699
Chesapeake Wealth Management
Virginia
$602K -$6.21K -7 -1%
CCWM
2700
Correct Capital Wealth Management
Missouri
$602K +$155K +175 +35%