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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 %
BCM
3176
BluePointe Capital Management
California
$293K -$9.75K -11 -3%
WWM
3177
Wagner Wealth Management
South Carolina
$293K -$18.6K -21 -6%
CA
3178
Carson Advisory
Georgia
$292K -$11.5K -13 -4%
DW30
3179
Drucker Wealth 3.0
New Jersey
$292K +$16K +18 +6%
W
3180
Wealthquest
Ohio
$291K -$234K -267 -45%
WIM
3181
Warwick Investment Management
Texas
$290K +$41.6K +47 +17%
SW
3182
Schulz Wealth
Texas
$289K
HC
3183
Hourglass Capital
Texas
$289K
MPAM
3184
Murphy Pohlad Asset Management
Minnesota
$289K
CMA
3185
Cedar Mountain Advisors
Oregon
$289K
WIM
3186
Wittenberg Investment Management
Massachusetts
$288K -$323K -364 -53%
GJCM
3187
Grand Jean Capital Management
California
$288K
GIM
3188
Gold Investment Management
Alberta, Canada
$288K
AIP
3189
Almanack Investment Partners
Pennsylvania
$288K
WCM
3190
Westend Capital Management
California
$288K
OFW
3191
Omnia Family Wealth
Florida
$288K +$36.3K +41 +14%
BF
3192
Blankinship & Foster
California
$286K
MWA
3193
Merkkuri Wealth Advisors
New York
$285K +$285K +321 New
BBPWM
3194
Blue Bell Private Wealth Management
Pennsylvania
$285K +$9.75K +11 +4%
BZWA
3195
Blue Zone Wealth Advisors
California
$284K +$67.4K +76 +31%
JWWM
3196
Johnson & White Wealth Management
Pennsylvania
$283K +$283K +319 New
SAM
3197
Smithbridge Asset Management
Pennsylvania
$283K -$1.77K -2 -0.6%
NJBEST
3198
New Jersey Better Educational Savings Trust
New Jersey
$283K
SPAS
3199
Spectrum Planning & Advisory Services
California
$282K +$885 +1 +0.3%
B
3200
Barings
North Carolina
$282K -$160K -180 -36%