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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 %
SW
2751
SMART Wealth
Nebraska
$559K -$152K -172 -21%
AOI
2752
Auto-Owners Insurance
Michigan
$559K
OCM
2753
Osterweis Capital Management
California
$556K -$239K -270 -30%
BAM
2754
Bosun Asset Management
Illinois
$555K -$1.77K -2 -0.3%
SFG
2755
SevenBridge Financial Group
Pennsylvania
$555K +$61.5K +66 +12%
PCMN
2756
Paradigm Capital Management (Nevada)
Nevada
$554K +$554K +625 New
TSWM
2757
Triangle Securities Wealth Management
North Carolina
$552K -$4.43K -5 -0.8%
CBB
2758
Citizens Business Bank
California
$552K -$44.3K -50 -7%
TW
2759
Towerpoint Wealth
California
$551K -$62.1K -70 -10%
CCM
2760
Canal Capital Management
Virginia
$551K
VPP
2761
Vertex Planning Partners
Illinois
$551K +$2.66K +3 +0.5%
SCA
2762
Stonebridge Capital Advisors
Minnesota
$550K -$887 -1 -0.2%
TPW
2763
Talon Private Wealth
Florida
$548K +$548K +619 New
BAG
2764
Bridgewealth Advisory Group
California
$545K +$32.8K +37 +6%
GHAM
2765
Gilman Hill Asset Management
Connecticut
$544K
1WM
2766
1900 Wealth Management
Texas
$543K
AGC
2767
Aspen Grove Capital
Colorado
$543K -$94K -106 -15%
FSC
2768
Full Sail Capital
Oklahoma
$539K -$133K -150 -20%
SEP
2769
Southland Equity Partners
Missouri
$537K +$28.4K +32 +6%
RCM
2770
Requisite Capital Management
Texas
$537K -$88.7K -100 -14%
PFC
2771
Phocas Financial Corp
California
$537K
HB
2772
Horizon Bancorp
Indiana
$537K +$13.3K +15 +3%
IF
2773
IRON Financial
Illinois
$536K -$286K -322 -35%
GWM
2774
Gitterman Wealth Management
New Jersey
$534K
MCI
2775
MRP Capital Investments
Georgia
$532K -$8.87K -10 -2%