COST icon

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 %
SHIM
3376
Stone House Investment Management
Pennsylvania
$208K
MKA
3377
M. Kulyk & Associates
Georgia
$207K +$207K +233 New
ASW
3378
Astoria Strategic Wealth
Texas
$206K +$206K +232 New
PWP
3379
Parkwoods Wealth Partners
New York
$206K +$206K +232 New
TCMP
3380
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K -$151K -170 -42%
GWSA
3381
Global Wealth Strategies & Associates
Colorado
$205K +$108K +122 +112%
CA
3382
CGN Advisors
Kansas
$205K +$205K +231 New
PCI
3383
Planning Center Inc
Illinois
$205K +$205K +231 New
EARNEST Partners
3384
EARNEST Partners
Georgia
$204K +$204K +230 New
TLA
3385
Tanglewood Legacy Advisors
Texas
$203K
GA
3386
GoalVest Advisory
New York
$203K
HP
3387
Holistic Planning
Texas
$203K +$203K +229 New
LI
3388
LVZ Inc
Michigan
$202K +$202K +228 New
WAM
3389
Worth Asset Management
Texas
$202K -$395K -445 -66%
BTWM
3390
Brass Tax Wealth Management
Ohio
$201K +$201K +227 New
CWI
3391
Conscious Wealth Investments
Florida
$201K +$201K +224 New
NCG
3392
Newport Capital Group
New Jersey
$201K +$201K +227 New
OFS
3393
Oldfather Financial Services
Nebraska
$200K +$200K +226 New
GSAM
3394
Grant Street Asset Management
Pennsylvania
$200K +$200K +226 New
AWM
3395
Altus Wealth Management
Kentucky
$200K +$200K +226 New
OPTFSNA
3396
Old Point Trust & Financial Services N A
Virginia
$199K -$105K -119 -35%
FCM
3397
Fourpath Capital Management
Oklahoma
$195K +$195K +220 New
WWP
3398
WR Wealth Planners
Missouri
$194K +$1.78K +2 +0.9%
PPA
3399
Painted Porch Advisors
California
$186K +$100K +113 +116%
CWA
3400
Carolina Wealth Advisors
South Carolina
$186K +$7.98K +9 +4%