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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 %
TIM
2726
Thompson Investment Management
Wisconsin
$579K
AF
2727
Affiance Financial
Minnesota
$578K +$62.1K +70 +12%
BP
2728
BNP Paribas
France
$578K +$32.8K +37 +6%
PCM
2729
Presidio Capital Management
California
$577K +$190K +214 +49%
SA
2730
Scarborough Advisors
Maryland
$577K -$11.5K -13 -2%
VFG
2731
V2 Financial group
Illinois
$576K
AW
2732
Alaethes Wealth
Nevada
$575K +$46.1K +52 +9%
PWP
2733
Phillips Wealth Planners
Mississippi
$574K -$28.4K -32 -5%
CBT
2734
CoreFirst Bank & Trust
Kansas
$572K -$59.4K -67 -9%
TFG
2735
Taylor Financial Group
Virginia
$572K
GC
2736
Gibson Capital
Pennsylvania
$572K
TIP
2737
Torray Investment Partners
Maryland
$570K -$13.3K -15 -2%
MCIA
2738
Mountain Capital Investment Advisors
Colorado
$570K -$2.8K -3 -0.5%
TCWM
2739
Total Clarity Wealth Management
Illinois
$569K -$6.21K -7 -1%
DWG
2740
Darden Wealth Group
Michigan
$567K
SB
2741
Sunflower Bank
Texas
$566K +$56.7K +64 +11%
AGA
2742
Arkos Global Advisors
Texas
$565K +$40.8K +46 +8%
HCP
2743
Holt Capital Partners
Texas
$565K
PNAA
2744
Pictet North America Advisors
Switzerland
$565K +$32.8K +37 +6%
SIC
2745
Samalin Investment Counsel
New York
$565K +$50.5K +57 +10%
CG
2746
Cynosure Group
Utah
$564K -$312K -352 -36%
CPRC
2747
Consolidated Portfolio Review Corp
New York
$562K -$114K -129 -17%
LF
2748
Lantz Financial
Illinois
$562K -$11.5K -13 -2%
MA
2749
MCF Advisors
Kentucky
$562K -$2.66K -3 -0.5%
FEM
2750
Fulcrum Equity Management
Texas
$561K +$244K +275 +77%