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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 %
T
3201
Tidemark
California
$281K +$5.32K +6 +2%
CWM
3202
Cahill Wealth Management
Michigan
$281K +$46.1K +52 +20%
MS
3203
Madden Securities
Texas
$281K -$141K -159 -33%
SFS
3204
Sharp Financial Services
Pennsylvania
$281K -$33.7K -38 -11%
GC
3205
Gould Capital
Washington
$281K +$6.21K +7 +2%
TWA
3206
Talisman Wealth Advisors
New Jersey
$280K +$2.65K +3 +1%
BFS
3207
Burr Financial Services
California
$280K
AI
3208
Arvest Investments
Arkansas
$280K +$45.2K +51 +19%
CPP
3209
Capasso Planning Partners
South Carolina
$278K
WLIM
3210
White Lighthouse Investment Management
Massachusetts
$278K +$278K +314 New
PI
3211
Parkside Investments
Illinois
$278K -$120K -135 -30%
SPIO
3212
Seven Post Investment Office
California
$277K
BTWM
3213
Baker Tilly Wealth Management
Wisconsin
$277K -$207K -234 -43%
AOG
3214
Alpha Omega Group
Virginia
$277K
SDJVC
3215
St. Denis J. Villere & Co
Louisiana
$277K
CFFP
3216
Center for Financial Planning
Michigan
$276K
LSC
3217
Lesa Sroufe & Co
Washington
$275K
AAM
3218
Ameraudi Asset Management
New York
$274K
SIA
3219
Sage Investment Advisers
New York
$272K +$6.21K +7 +2%
CCT
3220
Chemung Canal Trust
New York
$271K -$41.7K -47 -13%
EWA
3221
Evolution Wealth Advisors
Florida
$271K +$28.4K +32 +12%
MWA
3222
Martel Wealth Advisors
Washington
$271K
WFS
3223
Walker Financial Services
Kentucky
$271K +$22.1K +25 +9%
PK
3224
Pflug Koory
Nebraska
$270K +$270K +305 New
MAG
3225
MRA Advisory Group
New Jersey
$270K -$94K -106 -26%