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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 %
SGWM
3226
Sterling Group Wealth Management
California
$270K
EMFAT
3227
Emerald Mutual Fund Advisers Trust
Pennsylvania
$270K
RC
3228
Rovin Capital
Arizona
$269K +$269K +304 New
MWM
3229
MBE Wealth Management
Wisconsin
$269K +$19.5K +22 +8%
TVAMP
3230
Tennessee Valley Asset Management Partners
Tennessee
$269K -$8.87K -10 -3%
WMA
3231
West Michigan Advisors
Michigan
$269K -$203K -229 -43%
CWM
3232
Cherrydale Wealth Management
New Jersey
$268K
CISOA
3233
Capital Investment Services of America
Wisconsin
$268K
FA
3234
Financial Avengers
California
$267K +$16.9K +19 +7%
PCMF
3235
Private Capital Management (Florida)
Florida
$267K +$6.21K +7 +2%
BC
3236
Bowman & Company
Wisconsin
$266K
FAB
3237
First American Bank
Illinois
$266K
PCM
3238
Perkins Capital Management
Minnesota
$266K
GWI
3239
Grace & White Inc
New York
$266K
CSA
3240
Cottage Street Advisors
Massachusetts
$266K +$5.31K +6 +2%
BC
3241
Bridgefront Capital
Texas
$265K -$1.12M -1,261 -81%
TFA
3242
TPG Financial Advisors
Oregon
$264K -$19.5K -22 -7%
OC
3243
OxenFree Capital
Florida
$264K +$8.87K +10 +3%
NIWA
3244
New Insight Wealth Advisors
California
$264K +$12.4K +14 +5%
FBC
3245
Fairfield, Bush & Co
Connecticut
$263K +$8.87K +10 +3%
BWM
3246
Baron Wealth Management
Michigan
$263K +$263K +297 New
BSAM
3247
Blue Square Asset Management
New York
$263K
RS
3248
Rakuten Securities
Japan
$262K -$17.7K -20 -6%
MC
3249
McCarthy & Cox
Ohio
$262K +$262K +296 New
MWM
3250
Mosley Wealth Management
California
$261K