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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 %
DWM
3051
Denver Wealth Management
Colorado
$355K
LWMI
3052
Legacy Wealth Management (Idaho)
Idaho
$355K +$355K +380 New
LIS
3053
Legacy Investment Solutions
Idaho
$355K +$355K +380 New
PWP
3054
Precedent Wealth Partners
Texas
$355K -$16.9K -19 -5%
SWM
3055
Seed Wealth Management
Illinois
$355K -$96.6K -109 -21%
HCM
3056
Hudson Capital Management
New Jersey
$355K
WAS
3057
Wealth Advisory Solutions
Indiana
$355K +$39.9K +45 +13%
EIA
3058
Eldridge Investment Advisors
New Hampshire
$354K
TAM
3059
Titleist Asset Management
Texas
$353K -$35.4K -40 -9%
SFS
3060
Security Financial Services
Indiana
$353K -$22.2K -25 -6%
TWP
3061
Tower Wealth Partners
Pennsylvania
$353K +$17.7K +20 +5%
HF
3062
Halpern Financial
Virginia
$352K
THL
3063
Tillman Hartley LLC
Colorado
$352K
KA
3064
Kure Advisory
Minnesota
$350K +$886 +1 +0.3%
JSAM
3065
J. Safra Asset Management
New York
$350K
CCT
3066
Capital City Trust
Florida
$349K +$14.2K +16 +4%
RIM
3067
Rockbridge Investment Management
New York
$349K
MWA
3068
Motive Wealth Advisors
Michigan
$348K
LCC
3069
Lincoln Capital Corp
Rhode Island
$348K -$54.1K -61 -13%
SSA
3070
Schonfeld Strategic Advisors
New York
$348K -$809K -913 -70%
AIM
3071
Aspen Investment Management
Michigan
$348K
SR
3072
Syntax Research
Florida
$348K
SCM
3073
Stonehearth Capital Management
Massachusetts
$347K -$15.1K -17 -4%
TCM
3074
Tuttle Capital Management
Connecticut
$347K +$45.2K +51 +15%
LIA
3075
LifePlan Investment Advisors
North Carolina
$346K -$11.5K -13 -3%