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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 %
BWM
2701
Blossom Wealth Management
California
$602K +$13.3K +15 +2%
MWA
2702
MN Wealth Advisors
Kansas
$601K +$888 +1 +0.1%
PIAS
2703
PCA Investment Advisory Services
Ohio
$601K -$886 -1 -0.1%
OGF
2704
Orin Green Financial
California
$601K +$37.2K +42 +7%
BAM
2705
BOS Asset Management
Illinois
$600K
HCC
2706
Hirtle Callaghan & Co
Pennsylvania
$598K -$174K -196 -23%
JCM
2707
Jacobsen Capital Management
Utah
$598K +$25.7K +29 +4%
PA
2708
Parkside Advisors
California
$598K
HHWM
2709
Hiley Hunt Wealth Management
Nebraska
$597K -$127K -143 -18%
YWS
2710
Yarger Wealth Strategies
Ohio
$596K +$3.55K +4 +0.6%
WPC
2711
White Pine Capital
Minnesota
$595K
FAP
2712
Financial Advisory Partners
Florida
$594K +$275K +310 +86%
LFP
2713
Lakeshore Financial Planning
Michigan
$592K
EIA
2714
Edgemoor Investment Advisors
Maryland
$591K +$12.4K +14 +2%
WWG
2715
West Wealth Group
California
$591K +$45.2K +51 +8%
FFG
2716
Frisch Financial Group
New York
$590K -$429K -484 -42%
GA
2717
GFS Advisors
Texas
$590K +$324K +365 +122%
YDMI
2718
Y.D. More Investments
Israel
$590K -$175K -235 -23%
WI
2719
Wintrust Investments
Illinois
$589K -$5.33M -6,020 -90%
AFA
2720
Atlas Financial Advisors
California
$589K +$7.09K +8 +1%
SSWM
2721
Smith Salley Wealth Management
North Carolina
$587K +$63K +71 +12%
CCG
2722
Coastwise Capital Group
California
$586K
BFA
2723
Bill Few Associates
Pennsylvania
$585K -$39.9K -45 -6%
AMBIA
2724
Allen Mooney & Barnes Investment Advisors
Georgia
$583K +$11.5K +13 +2%
CFG
2725
Carr Financial Group
Massachusetts
$581K