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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 %
LW
3076
Libra Wealth
California
$346K
MLFP
3077
MPS Loria Financial Planners
Illinois
$345K +$886 +1 +0.3%
CCA
3078
Cottonwood Capital Advisors
Utah
$343K -$7.09K -8 -2%
FWM
3079
Foguth Wealth Management
Michigan
$343K +$4.45K +5 +1%
APW
3080
Austin Private Wealth
Texas
$341K +$2.66K +3 +0.8%
UOTTAIMCU
3081
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$340K
LIM
3082
Lathrop Investment Management
Arkansas
$340K
MF
3083
Montis Financial
Massachusetts
$340K +$7.99K +9 +2%
HWM
3084
HighMark Wealth Management
Minnesota
$339K -$886 -1 -0.3%
RB
3085
Rodgers Brothers
Pennsylvania
$339K
TFIPS
3086
Towarzystwo Funduszy Inwestycyjnych PZU SA
$339K +$41.7K +47 +14%
CCAM
3087
Cascades Capital Asset Management
North Carolina
$337K +$337K +380 New
CAM
3088
Capco Asset Management
Florida
$337K
IWP
3089
Insight Wealth Partners
Texas
$337K +$337K +380 New
BRA
3090
Biechele Royce Advisors
Indiana
$336K -$23.1K -26 -6%
RAM
3091
Riggs Asset Management
Pennsylvania
$336K +$887 +1 +0.3%
GDP
3092
Great Diamond Partners
Maine
$336K -$117K -132 -26%
MYIA
3093
Mount Yale Investment Advisors
Colorado
$336K -$647K -730 -66%
TC
3094
Tacita Capital
Ontario, Canada
$335K
LJHT
3095
Laurie J. Hall Trustee
$335K -$40.8K -46 -11%
BF
3096
Brogan Financial
Tennessee
$334K
GGA
3097
Granite Group Advisors
Connecticut
$334K -$4.43K -5 -1%
SF
3098
SWP Financial
California
$333K +$31K +35 +10%
MWM
3099
MinichMacGregor Wealth Management
New York
$333K +$5.32K +6 +2%
JHCP
3100
Jackson Hole Capital Partners
Oklahoma
$331K