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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 %
LCM
2776
Lattice Capital Management
Washington
$532K
IWM
2777
Integris Wealth Management
California
$532K +$47K +53 +10%
ACA
2778
Affinity Capital Advisors
California
$530K -$23.9K -27 -4%
IAM
2779
Ion Asset Management
Israel
$529K -$60.3K -68 -10%
ACA
2780
Atlas Capital Advisors
Wyoming
$528K -$4.38M -4,940 -89%
CWA
2781
Consilio Wealth Advisors
Washington
$528K +$76.3K +86 +17%
SFC
2782
Swisher Financial Concepts
Ohio
$527K
SL
2783
SFM LLC
New Hampshire
$527K -$16K -18 -3%
BDF
2784
Black Diamond Financial
Maryland
$525K +$31K +35 +6%
PT
2785
Plimoth Trust
Massachusetts
$522K -$159K -179 -23%
IIL
2786
Insight Inv LLC
California
$522K +$75.4K +85 +17%
KFI
2787
Key Financial Inc
Pennsylvania
$521K +$6.21K +7 +1%
NDSI
2788
Newman Dignan & Sheerar Inc
Rhode Island
$521K -$8.91K -10 -2%
PWP
2789
Pursue Wealth Partners
California
$520K +$47K +53 +10%
MWM
2790
Mindset Wealth Management
Indiana
$520K +$520K +587 New
SIGI
2791
Susquehanna International Group (Ireland)
Ireland
$520K +$520K +587 New
NCFG
2792
New Century Financial Group
New Jersey
$519K +$99.3K +112 +24%
PS
2793
Planned Solutions
California
$517K +$23.9K +27 +5%
PHWM
2794
Pine Harbor Wealth Management
Maryland
$516K
PAM
2795
Paradigm Asset Management
New York
$515K
SFWC
2796
Strategic Family Wealth Counselors
New Jersey
$512K +$15.1K +17 +3%
TCOTS
2797
Trust Company of the South
North Carolina
$512K
JWM
2798
Jupiter Wealth Management
Colorado
$512K
NERM
2799
New England Research & Management
Illinois
$510K +$510K +575 New
TBWA
2800
Three Bridge Wealth Advisors
California
$509K