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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 %
PCM
3001
Penserra Capital Management
California
$379K -$8.83K -10 -2%
PGA
3002
Portland Global Advisors
Maine
$379K
GPA
3003
Guerra Pan Advisors
New Jersey
$379K
MCP
3004
Martin Capital Partners
Oregon
$377K
NFP
3005
Narus Financial Partners
Utah
$377K +$8.86K +10 +2%
MWM
3006
Moulton Wealth Management
Washington
$377K
HI
3007
Hoey Investments
Pennsylvania
$377K
WOSD
3008
WFA of San Diego
California
$377K -$8.86K -10 -2%
NIM
3009
Nicollet Investment Management
Minnesota
$376K
HWM
3010
HRC Wealth Management
Idaho
$375K
PWA
3011
Peterson Wealth Advisors
Utah
$374K +$14.2K +16 +4%
MW
3012
Maia Wealth
Colorado
$374K +$57.2K +64 +18%
MIAS
3013
Mason Investment Advisory Services
Virginia
$373K -$144K -162 -28%
CMBA
3014
C.M. Bidwell & Associates
Hawaii
$372K -$4.43K -5 -1%
CWA
3015
Cascade Wealth Advisors
Washington
$372K
VF
3016
Vawter Financial
Ohio
$372K +$55K +62 +17%
SCM
3017
Seascape Capital Management
New Hampshire
$371K -$3.55K -4 -0.9%
SCA
3018
STALEY CAPITAL ADVISERS
Pennsylvania
$371K -$47K -53 -11%
4WM
3019
4J Wealth Management
Virginia
$371K
RIM
3020
Reliant Investment Management
Tennessee
$371K +$23.9K +27 +7%
RWA
3021
Rooted Wealth Advisors
Illinois
$370K +$76.8K +88 +26%
CW
3022
Code Waechter
Florida
$370K +$370K +417 New
MAG
3023
Mayfair Advisory Group
Alabama
$370K +$15K +17 +4%
NWM
3024
Northwest Wealth Management
Iowa
$370K -$2.66K -3 -0.7%
FM
3025
Foster & Motley
Ohio
$369K -$69.2K -78 -16%