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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 %
GRA
3326
Golden Road Advisors
Florida
$222K +$2.66K +3 +1%
CPW
3327
Crestmont Private Wealth
Texas
$222K +$3.55K +4 +2%
IMA
3328
Investment Management Associates
Colorado
$222K +$222K +250 New
CFS
3329
Cannon Financial Strategists
Georgia
$221K
BWM
3330
Brown Wealth Management
Illinois
$221K +$8.87K +10 +4%
GFWA
3331
Grey Fox Wealth Advisors
Delaware
$220K +$220K +248 New
NCM
3332
Next Capital Management
New York
$220K -$64.7K -73 -23%
KFS
3333
Kelly Financial Services
Massachusetts
$220K
LFGO
3334
Legacy Financial Group (Oklahoma)
Oklahoma
$219K +$219K +251 New
CIM
3335
Confluence Investment Management
Missouri
$219K
SRSA
3336
S.R. Schill & Associates
Washington
$218K -$1.9M -2,146 -90%
FTC
3337
Farmers Trust Company
Ohio
$218K -$23.9K -27 -10%
AIA
3338
Accelerate Investment Advisors
California
$217K +$217K +245 New
CPCP
3339
Cedar Point Capital Partners
Iowa
$217K
MGWA
3340
Monument Group Wealth Advisors
Massachusetts
$217K
EFH
3341
Eaton Financial Holdings
Florida
$216K +$216K +244 New
AA
3342
Alesco Advisors
New York
$216K
GWAM
3343
Guardian Wealth Advisors (Minnesota)
Minnesota
$215K
SWP
3344
Summit Wealth Partners
Florida
$215K
LC
3345
LCNB Corp
Ohio
$215K -$4.43K -5 -2%
ECAM
3346
East Coast Asset Management
Massachusetts
$215K
IA
3347
Inspire Advisors
Idaho
$214K +$214K +241 New
SWK
3348
Stephen W. Kidder
$214K
DFA
3349
DHK Financial Advisors
New Hampshire
$214K +$214K +241 New
DF
3350
Dunhill Financial
United Kingdom
$213K +$20.4K +23 +11%