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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 %
DBIA
3351
Dumont & Blake Investment Advisors
New Jersey
$213K -$213K -240 -50%
WCM
3352
Wedge Capital Management
North Carolina
$213K +$213K +240 New
GC
3353
Giverny Capital
Quebec, Canada
$213K +$213K +240 New
TIM
3354
Total Investment Management
Arizona
$212K +$212K +239 New
AIM
3355
AMI Investment Management
Indiana
$212K -$4.43K -5 -2%
MAWCM
3356
Mine & Arao Wealth Creation & Management
California
$211K
NWMG
3357
National Wealth Management Group
Ohio
$211K -$807K -909 -79%
BFA
3358
BBJS Financial Advisors
Washington
$211K
OCG
3359
Opus Capital Group
Ohio
$211K
CA
3360
CSM Advisors
Pennsylvania
$211K +$211K +237 New
CHA
3361
Cooper/Haims Advisors
New York
$211K -$94.9K -107 -31%
SC
3362
Seldon Capital
California
$211K
PCMC
3363
Paragon Capital Management (Colorado)
Colorado
$211K -$16K -18 -7%
CA
3364
Calton & Associates
Florida
$211K +$211K +237 New
WDL
3365
Well Done LLC
Michigan
$210K -$113K -128 -35%
GSEP
3366
Golden State Equity Partners
California
$210K -$2.61M -2,942 -93%
SIA
3367
Spectrum Investment Advisors
Wisconsin
$209K
PPWM
3368
Paragon Private Wealth Management
Kentucky
$209K +$209K +236 New
WG
3369
Winton Group
United Kingdom
$209K -$2.55M -2,879 -92%
CP
3370
Camelot Portfolios
Ohio
$209K -$421K -475 -67%
WA
3371
Waddell & Associates
Tennessee
$209K +$209K +235 New
WAS
3372
WESPAC Advisors SoCal
California
$208K +$208K +235 New
AIM
3373
Athena Investment Management
California
$208K -$4.43K -5 -2%
SC
3374
Stephens Consulting
Michigan
$208K
HIF
3375
Hill Island Financial
Michigan
$208K +$208K +234 New