COST icon

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 %
OCM
3151
Objective Capital Management
Ohio
$307K +$307K +347 New
PWM
3152
Penobscot Wealth Management
Maine
$306K +$9.76K +11 +3%
VFP
3153
Verus Financial Partners
Virginia
$304K +$4.39K +5 +1%
SM
3154
Sensible Money
Arizona
$303K
LIA
3155
Lynx Investment Advisory
District of Columbia
$303K +$29.3K +33 +11%
WAM
3156
WNY Asset Management
New York
$302K -$22.2K -25 -7%
VCWA
3157
Vanguard Capital Wealth Advisors
Colorado
$302K -$717K -808 -70%
CWA
3158
Cornerstone Wealth Advisors
Minnesota
$302K
AWP
3159
Atlas Wealth Partners
Pennsylvania
$301K
BCM
3160
Beddow Capital Management
Wyoming
$301K
ALC
3161
Alexander Labrunerie & Co
Missouri
$301K +$10.6K +12 +4%
LSA
3162
Lansing Street Advisors
Pennsylvania
$300K +$71.7K +81 +31%
CCA
3163
Cora Capital Advisors
New Jersey
$300K -$887 -1 -0.3%
SPWG
3164
Sage Private Wealth Group
Illinois
$299K
FPWM
3165
FSB Premier Wealth Management
Iowa
$299K +$20.4K +23 +7%
GWM
3166
GoalFusion Wealth Management
Texas
$298K
O3W
3167
Omni 360 Wealth
New Jersey
$298K +$86.9K +98 +41%
FAM
3168
Flaharty Asset Management
Florida
$297K
LA
3169
Latitude Advisors
Florida
$297K +$3.55K +4 +1%
AA
3170
Addison Advisors
Vermont
$295K +$157K +177 +113%
GPWA
3171
Great Point Wealth Advisors
Massachusetts
$295K +$79.8K +90 +37%
CFS
3172
CGC Financial Services
Oregon
$294K -$39K -44 -12%
NFG
3173
Northeast Financial Group
Pennsylvania
$294K -$23.1K -26 -7%
VFPW
3174
Vantage Financial Partners (Wisconsin)
Wisconsin
$294K -$108K -122 -27%
RWM
3175
Reston Wealth Management
Virginia
$294K