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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 %
FA
3251
Fiducient Advisors
Illinois
$261K +$261K +294 New
QP
3252
Quartz Partners
New York
$260K +$260K +294 New
SFG
3253
Sunburst Financial Group
Alabama
$260K +$32.8K +37 +14%
PCA
3254
Providence Capital Advisors
North Carolina
$260K
OWA
3255
One Wealth Advisors
California
$260K +$2.66K +3 +1%
PD
3256
Planning Directions
Pennsylvania
$258K -$94.1K -106 -27%
PWSG
3257
Pacific Wealth Strategies Group
California
$258K
KC
3258
Kades & Cheifetz
Pennsylvania
$258K +$886 +1 +0.3%
BRM
3259
Boston Research & Management
Massachusetts
$257K
SFG
3260
Sterling Financial Group
California
$256K
SPP
3261
Single Point Partners
Massachusetts
$255K +$885 +1 +0.3%
GKIM
3262
GW&K Investment Management
Massachusetts
$254K +$33.7K +38 +15%
SPWG
3263
Syntegra Private Wealth Group
Missouri
$254K -$8.87K -10 -3%
RW
3264
Regimen Wealth
Georgia
$253K
FNWA
3265
Financial Network Wealth Advisors
Utah
$253K +$10.6K +12 +4%
FF
3266
Friedenthal Financial
New Jersey
$252K -$49.6K -56 -16%
HIM
3267
Hanlon Investment Management
New Jersey
$252K +$15.1K +17 +6%
GFPC
3268
Global Financial Private Client
Florida
$252K +$64.7K +73 +35%
HWMG
3269
Hurlow Wealth Management Group
Indiana
$251K
SSC
3270
Syverson Strege & Co
Iowa
$251K -$183K -207 -42%
JFA
3271
JNBA Financial Advisors
Minnesota
$250K -$14.2K -16 -5%
NIM
3272
Nexus Investment Management
Ontario, Canada
$250K
FL
3273
FreeGulliver LLC
Louisiana
$250K +$250K +282 New
FFG
3274
Fiduciary Financial Group
California
$249K +$249K +280 New
PMG
3275
ProVise Management Group
Florida
$249K -$11.5K -13 -4%