COST icon

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 %
WW
2951
Westshore Wealth
California
$406K
HKIMG
2952
Hutchens & Kramer Investment Management Group
Indiana
$406K +$7.9K +9 +2%
CYG
2953
Clean Yield Group
Vermont
$404K
MWM
2954
Meritas Wealth Management
California
$404K -$39K -44 -9%
AHL
2955
Abel Hall LLC
Louisiana
$404K +$23.9K +27 +6%
GP
2956
Geneva Partners
Wisconsin
$402K +$1.77K +2 +0.4%
T
2957
TOBAM
France
$402K +$74.5K +84 +23%
CFGA
2958
Cambridge Financial Group (Arizona)
Arizona
$402K -$8.87K -10 -2%
FIC
2959
Family Investment Center
Missouri
$401K +$71K +80 +22%
TA
2960
TrueWealth Advisors
Alabama
$401K +$100K +113 +33%
CWP
2961
Curated Wealth Partners
California
$401K +$887 +1 +0.2%
HWA
2962
HHM Wealth Advisors
Tennessee
$400K +$13.3K +15 +3%
HIGP
2963
Hill Investment Group Partners
Missouri
$400K -$11K -13 -3%
AWAP
2964
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$400K
SWRP
2965
Summit Wealth & Retirement Planning
California
$400K +$25.7K +29 +7%
FWM
2966
FSA Wealth Management
Massachusetts
$399K +$399K +450 New
SXL
2967
Summit X LLC
Missouri
$399K -$71.5K -84 -15%
SC
2968
Saiph Capital
New Jersey
$398K
B
2969
Birchbrook
Maine
$396K
CAM
2970
Clark Asset Management
New Hampshire
$396K +$396K +446 New
RWM
2971
RBA Wealth Management
California
$394K
QPW
2972
Quantum Private Wealth
Florida
$394K -$16K -18 -4%
E
2973
ETFidea
New York
$393K -$14.2K -16 -3%
CC
2974
Cornerstone Capital
California
$392K
PAG
2975
Paladin Advisory Group
Iowa
$392K