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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 %
D
2926
Diversified
Delaware
$426K -$27.5K -31 -6%
DE
2927
Diversified Enterprises
Delaware
$426K +$426K +480 New
HNW
2928
High Note Wealth
Minnesota
$424K
SWAG
2929
Spectrum Wealth Advisory Group
California
$423K -$179K -202 -30%
ACG
2930
Allen Capital Group
Nebraska
$423K +$64.7K +73 +18%
MIM
2931
Martin Investment Management
Florida
$423K -$39.9K -45 -9%
EMAM
2932
Encompass More Asset Management
California
$423K +$423K +477 New
WN
2933
Williams & Novak
California
$422K
VCM
2934
Versant Capital Management
Arizona
$419K +$12.4K +14 +3%
VL
2935
Vima LLC
Michigan
$419K -$32.8K -37 -7%
SHJ
2936
Sharkey, Howes & Javer
Colorado
$418K
MIC
2937
Means Investment Company
Maine
$418K +$2.66K +3 +0.6%
PCM
2938
Prelude Capital Management
New York
$417K +$417K +470 New
SWP
2939
Semus Wealth Partners
Florida
$417K +$113K +128 +37%
TA
2940
Townsend & Associates
Colorado
$416K
FWM
2941
Fonville Wealth Management
Virginia
$416K +$24K +27 +6%
UWM
2942
USAdvisors Wealth Management
Minnesota
$416K -$16.9K -15 -4%
PDL
2943
Portfolio Design Labs
California
$415K +$202K +228 +95%
BCM
2944
Bourgeon Capital Management
Connecticut
$413K -$132K -149 -24%
FCMT
2945
Founders Capital Management (Texas)
Texas
$413K +$5.32K +6 +1%
CNWM
2946
Clay Northam Wealth Management
California
$413K +$44.3K +50 +12%
ACC
2947
Acorn Creek Capital
Colorado
$412K +$23K +26 +6%
AIA
2948
Armor Investment Advisors
North Carolina
$410K
TI
2949
TrueMark Investments
Illinois
$409K -$331K -373 -45%
MFC
2950
Morris Financial Concepts
South Carolina
$406K -$887 -1 -0.2%