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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 %
PSCM
3101
Per Stirling Capital Management
Texas
$330K -$29.2K -33 -8%
SIA
3102
SGL Investment Advisors
Montana
$330K +$330K +357 New
HAG
3103
HF Advisory Group
Maryland
$329K +$886 +1 +0.3%
PPW
3104
Pasadena Private Wealth
California
$328K -$66.6K -75 -17%
IP
3105
Isthmus Partners
Wisconsin
$328K
SP
3106
Symmetry Partners
Connecticut
$328K -$1.62M -1,823 -83%
TAM
3107
Tucker Asset Management
Colorado
$328K
NWA
3108
Navis Wealth Advisors
New York
$327K
NPFS
3109
Novak & Powell Financial Services
Florida
$327K +$90.5K +102 +38%
SFA
3110
Source Financial Advisors
New York
$327K -$887 -1 -0.3%
WTFG
3111
Wells Trecaso Financial Group
Ohio
$327K +$18.6K +21 +6%
RK
3112
Rather & Kittrell
Tennessee
$326K +$1.77K +2 +0.5%
WFAG
3113
Worth Financial Advisory Group
North Carolina
$325K +$106K +120 +49%
SWP
3114
Significant Wealth Partners
Illinois
$325K +$21.3K +24 +7%
RIS
3115
Retirement Income Solutions
Michigan
$325K -$17.7K -20 -5%
KFG
3116
Kingdom Financial Group
Arizona
$325K -$63.7K -72 -16%
ST
3117
Sabal Trust
Florida
$324K -$47.9K -54 -13%
ECM
3118
Elgethun Capital Management
South Dakota
$323K
IP
3119
Intellectus Partners
California
$323K +$6.21K +7 +2%
AWP
3120
Accretive Wealth Partners
New Jersey
$322K -$431K -486 -57%
BMD
3121
Better Money Decisions
New Mexico
$322K
CST
3122
Charles Schwab Trust
Nevada
$321K -$675K -761 -68%
MIM
3123
Meixler Investment Management
Arizona
$320K -$70K -79 -18%
KWM
3124
Koa Wealth Management
California
$320K
MWM
3125
MGB Wealth Management
Texas
$319K