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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 %
MPM
3126
MBB Public Markets
Illinois
$319K -$27.7M -31,206 -99%
LA
3127
Lynch & Associates
Indiana
$319K
TFA
3128
Tobias Financial Advisors
Florida
$319K +$10.7K +12 +3%
GHA
3129
Granite Harbor Advisors
Texas
$318K +$61.2K +69 +24%
FWP
3130
Firethorn Wealth Partners
Georgia
$318K +$10.7K +12 +3%
SFS
3131
Summit Financial Strategies
Ohio
$317K -$34.6K -39 -10%
LAM
3132
LifePro Asset Management
California
$317K
SLA
3133
Silver Lake Advisory
Utah
$316K +$886 +1 +0.3%
MFG
3134
Midwest Financial Group
Kansas
$316K +$4.44K +5 +1%
BWS
3135
Buck Wealth Strategies
Colorado
$313K +$886 +1 +0.3%
NCTC
3136
New Covenant Trust Company
Indiana
$313K -$3.54K -4 -1%
FFBTD
3137
First Financial Bank - Trust Division
Ohio
$312K +$44.3K +50 +17%
CIA
3138
Cascade Investment Advisors
Oregon
$311K
ACM
3139
Armbruster Capital Management
New York
$311K +$6.21K +7 +2%
LSWM
3140
Lorne Steinberg Wealth Management
Canada
$311K
TCM
3141
Towercrest Capital Management
Pennsylvania
$311K
PA
3142
Promethium Advisors
Maryland
$311K +$311K +351 New
FCFC
3143
First Citizens Financial Corp
Iowa
$310K -$237K -267 -43%
MHWM
3144
Montz Harcus Wealth Management
Louisiana
$310K -$7.1K -8 -2%
FC
3145
Financial Council
Maryland
$309K
OAM
3146
Occidental Asset Management
California
$309K -$31.1K -35 -9%
FL
3147
Fort LP
Maryland
$308K +$25.7K +29 +9%
SC
3148
Soundwatch Capital
Connecticut
$308K +$308K +347 New
AWMG
3149
Alliance Wealth Management Group
New Jersey
$308K
TFG
3150
Team Financial Group
California
$308K +$2.66K +3 +0.9%