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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 %
LC
2851
Landaas & Company
Wisconsin
$480K -$2.66K -3 -0.6%
EFMC
2852
Empire Financial Management Company
New York
$479K -$443K -500 -48%
FPB
2853
First PREMIER Bank
South Dakota
$478K +$183K +206 +62%
EA
2854
Everpar Advisors
Oklahoma
$478K +$15.1K +17 +3%
RAM
2855
Readystate Asset Management
Illinois
$477K +$477K +538 New
LAS
2856
LWM Advisory Services
Florida
$476K +$264K +298 +125%
WAM
2857
Walker Asset Management
Missouri
$476K -$43.4K -49 -8%
LWA
2858
Ledgewood Wealth Advisors
New Hampshire
$474K
SA
2859
Stewardship Advisors
Pennsylvania
$473K +$473K +534 New
UI
2860
Unconventional Investor
New Hampshire
$472K
NB
2861
Northwest Bancshares
Pennsylvania
$471K -$49.6K -56 -10%
MBI
2862
May Barnhard Investments
Maryland
$469K +$887 +1 +0.2%
PC
2863
Port Capital
Illinois
$469K -$52.3K -59 -10%
SWM
2864
Scissortail Wealth Management
Oklahoma
$469K -$22M -515 -98%
EIG
2865
Ellenbecker Investment Group
Wisconsin
$468K
UBV
2866
United Bank (Virginia)
Virginia
$466K -$887 -1 -0.2%
GAG
2867
Goodman Advisory Group
Massachusetts
$466K
CCM
2868
Coerente Capital Management
Ontario, Canada
$465K -$17.7K -20 -4%
ELM
2869
Elite Life Management
Florida
$465K +$1.77K +2 +0.4%
Cohen & Steers
2870
Cohen & Steers
New York
$465K -$36.3K -41 -7%
TI
2871
Truepoint Inc
Ohio
$465K +$465K +524 New
CMAI
2872
Capital Management Associates Inc
Minnesota
$463K +$886 +1 +0.2%
RA
2873
Rodgers & Associates
Pennsylvania
$463K -$7.98K -9 -2%
RFM
2874
Royal Fund Management
Florida
$463K -$301K -339 -39%
JLBC
2875
J.L. Bainbridge & Co
Florida
$462K