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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 %
SWM
2876
Sagace Wealth Management
Florida
$462K +$462K +519 New
AWA
2877
Alaska Wealth Advisors
Alaska
$461K -$7.09K -8 -2%
CG
2878
Clifford Group
Massachusetts
$461K -$24K -27 -5%
DWS
2879
Dynamic Wealth Strategies
California
$459K -$71.8K -81 -14%
WCM
2880
Wealthcare Capital Management
Virginia
$459K +$886 +1 +0.2%
AGWCA
2881
Annis Gardner Whiting Capital Advisors
Florida
$458K -$49.7K -56 -10%
BPFA
2882
Barnes Pettey Financial Advisors
Mississippi
$458K -$121K -136 -21%
AAM
2883
Aureus Asset Management
Massachusetts
$458K +$7.09K +8 +2%
MC
2884
Miramar Capital
Illinois
$457K -$59.4K -67 -12%
YC
2885
Yarbrough Capital
Tennessee
$457K +$457K +515 New
CPL
2886
CAP Partners LLC
Tennessee
$455K -$1.78K -2 -0.4%
RA
2887
Riverstone Advisors
Texas
$455K +$62.1K +70 +16%
RCI
2888
RS Crum Inc
California
$454K
IAP
2889
Indie Asset Partners
Indiana
$451K +$188K +212 +71%
VC
2890
Vicus Capital
Pennsylvania
$451K -$56.7K -64 -11%
BC
2891
Brio Consultants
California
$449K +$449K +507 New
DIM
2892
Delta Investment Management
California
$449K +$33.7K +38 +8%
CNAM
2893
Campbell Newman Asset Management
Wisconsin
$448K
WLPWM
2894
Walled Lake Planning & Wealth Management
Illinois
$448K +$886 +1 +0.2%
NRG
2895
Nemes Rush Group
Michigan
$447K -$4.39K -6 -1%
RFG
2896
REAP Financial Group
Texas
$446K +$197K +222 +79%
SDAM
2897
Shulman DeMeo Asset Management
New York
$445K -$9.76K -11 -2%
CAGAS
2898
Capital Advisory Group Advisory Services
Minnesota
$445K
DI
2899
DDFG Inc
California
$444K
BWM
2900
Birchcreek Wealth Management
Ohio
$444K +$16K +18 +4%