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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 %
BAM
2901
BOCHK Asset Management
Hong Kong
$443K -$204K -230 -32%
E3F
2902
Eight 31 Financial
Texas
$443K -$19.5K -22 -4%
AC
2903
Avenir Corporation
Virginia
$443K
PFC
2904
Poplar Forest Capital
California
$443K
VWA
2905
VERITY Wealth Advisors
United States
$443K
LFG
2906
Lockerman Financial Group
California
$443K
GWM
2907
Greenhouse Wealth Management
Connecticut
$443K +$886 +1 +0.2%
AA
2908
AlphaCentric Advisors
Puerto Rico
$442K -$31K -35 -7%
W
2909
WealthCollab
Washington
$440K
TC
2910
Trust Company
Kansas
$440K -$247K -279 -36%
AWA
2911
Acorn Wealth Advisors
Michigan
$440K +$55K +62 +14%
SF
2912
Schaeffer Financial
Maryland
$437K
WWM
2913
Wolff Wiese Magana
California
$437K -$11.5K -13 -3%
VP
2914
Verum Partners
North Carolina
$436K +$7.1K +8 +2%
EGA
2915
E&G Advisors
Texas
$435K +$78.9K +89 +22%
EBA
2916
Eagle Bay Advisors
New York
$435K -$57.6K -65 -12%
FMP
2917
Financial Management Professionals
Texas
$434K -$1.77K -2 -0.4%
6F
2918
626 Financial
Michigan
$433K
AWA
2919
Aletheian Wealth Advisors
Washington
$432K -$1.34M -1,516 -76%
GJIA
2920
Glass Jacobson Investment Advisors
Maryland
$432K +$176K +199 +69%
YCG
2921
Yeomans Consulting Group
Georgia
$429K -$57.6K -65 -12%
WSWA
2922
Warren Street Wealth Advisors
California
$429K +$10.6K +12 +3%
DA
2923
Detalus Advisors
Missouri
$428K +$31.9K +36 +8%
KPWG
2924
KFA Private Wealth Group
Virginia
$427K +$87.7K +99 +26%
NRC
2925
New Republic Capital
North Carolina
$427K -$128K -144 -23%