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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 %
OA
3276
Operose Advisors
Wisconsin
$249K +$13.3K +15 +6%
PFM
3277
Phillips Financial Management
Indiana
$248K +$11.5K +13 +5%
WP
3278
Wealthspan Partners
Iowa
$247K +$10.6K +12 +4%
OPWM
3279
Oxinas Partners Wealth Management
Indiana
$247K +$885 +1 +0.4%
MFGM
3280
Marshall Financial Group (Maryland)
Maryland
$247K +$16K +18 +7%
WDC
3281
Woodward Diversified Capital
California
$246K -$5.32K -6 -2%
AG
3282
Advocate Group
Minnesota
$246K -$17.7K -20 -7%
DLCIG
3283
D.L. Carlson Investment Group
New Hampshire
$246K
CWM
3284
Cabot Wealth Management
Massachusetts
$246K +$17.7K +20 +8%
WSFG
3285
Wall Street Financial Group
Illinois
$246K +$246K +277 New
TCM
3286
Triumph Capital Management
Colorado
$244K -$5.31K -6 -2%
STB
3287
S&T Bank
Pennsylvania
$244K
KFS
3288
Keynote Financial Services
Connecticut
$244K
MC
3289
Maverick Capital
Texas
$244K +$244K +275 New
IWP
3290
IAG Wealth Partners
Wisconsin
$242K
HAC
3291
Harbor Advisory Corp
New Hampshire
$242K +$242K +273 New
CWM
3292
C2C Wealth Management
Arizona
$240K
IWS
3293
Integrity Wealth Solutions
Colorado
$240K
SFG
3294
Sather Financial Group
Texas
$239K +$239K +270 New
KHC
3295
Koesten Hirschmann & Crabtree
Kansas
$239K -$25.7K -29 -10%
GCM
3296
Gables Capital Management
Florida
$238K -$11.5K -13 -5%
CFAM
3297
Center For Asset Management
Florida
$238K +$8.87K +10 +4%
CWM
3298
Campbell Wealth Management
Virginia
$238K -$8.85K -10 -4%
WA
3299
Westfuller Advisors
New York
$238K +$238K +268 New
CWM
3300
Concentrum Wealth Management
California
$238K +$238K +268 New