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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 %
CWP
3026
Capital Wealth Planning
Florida
$368K +$62.1K +70 +20%
MFP
3027
Meridian Financial Partners
Virginia
$367K +$12.4K +14 +4%
HG
3028
Harbor Group
New Hampshire
$366K
OPOWM
3029
One Plus One Wealth Management
Florida
$366K
AWA
3030
Archvest Wealth Advisors
California
$363K
FH
3031
FWG Holdings
Florida
$363K +$34.7K +39 +11%
WFS
3032
Widmann Financial Services
Maryland
$363K -$88.6K -100 -20%
GC
3033
Gilbert & Cook
Iowa
$363K +$3.55K +4 +1%
QT
3034
Quantbot Technologies
New York
$363K +$234K +264 +182%
WMWM
3035
Whitaker-Myers Wealth Managers
Ohio
$362K +$362K +409 New
LRIC
3036
Long Road Investment Counsel
Michigan
$362K
HWP
3037
Heritage Wealth Partners
Ohio
$362K
EFA
3038
Edge Financial Advisors
Illinois
$362K +$362K +408 New
AIA
3039
Acute Investment Advisory
Arizona
$361K
RCM
3040
Raleigh Capital Management
North Carolina
$360K +$31.1K +35 +9%
IDBONY
3041
Israel Discount Bank of New York
New York
$360K -$23.1K -26 -6%
MWP
3042
Meridian Wealth Partners
Pennsylvania
$360K -$23K -26 -6%
GPA
3043
Guidance Point Advisors
Massachusetts
$360K -$3.55K -4 -1%
JWM
3044
Jeppson Wealth Management
California
$359K -$47K -53 -12%
FS
3045
Ferguson Shapiro
Georgia
$359K
AC
3046
Allstate Corporation
Illinois
$359K -$1.03M -1,159 -74%
SAM
3047
SP Asset Management
California
$357K -$888 -1 -0.2%
HCM
3048
HMS Capital Management
Tennessee
$355K
SFWA
3049
Summit Financial Wealth Advisors
Louisiana
$355K
MUAMU
3050
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$355K -$266K -300 -43%