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 %
NL
3401
NKCFO LLC
Illinois
$186K
PIS
3402
POM Investment Strategies
North Carolina
$183K -$29.3K -33 -14%
CSWM
3403
Cassady Schiller Wealth Management
Ohio
$182K
OAJ
3404
Ogorek Anthony Joseph
New York
$178K
FG
3405
Fairman Group
Pennsylvania
$177K
VWA
3406
Valued Wealth Advisors
Utah
$176K -$1.77K -2 -1%
Capstone Investment Advisors
3407
Capstone Investment Advisors
New York
$170K -$1.58M -1,782 -90%
BAM
3408
Byrne Asset Management
New Jersey
$169K +$1.77K +2 +1%
FC
3409
Family CFO
California
$168K
DCBT
3410
Dakota Community Bank & Trust
North Dakota
$167K
VAMG
3411
Voisard Asset Management Group
Michigan
$162K +$11.5K +13 +8%
TCM
3412
TruNorth Capital Management
Michigan
$162K +$9.75K +11 +6%
EFP
3413
EnRich Financial Partners
Wisconsin
$161K -$3.55K -4 -2%
HGA
3414
Hobbs Group Advisors
South Carolina
$161K +$884 +1 +0.6%
EIM
3415
Essex Investment Management
Massachusetts
$160K
JFG
3416
JDM Financial Group
Texas
$159K +$5.32K +6 +3%
OWP
3417
ORG Wealth Partners
Texas
$156K +$156K +176 New
CAC
3418
Core Alternative Capital
Georgia
$154K
FC
3419
Fairscale Capital
New Hampshire
$153K
POIA
3420
Pin Oak Investment Advisors
Texas
$153K
NIMI
3421
Natixis Investment Managers International
France
$151K -$67.4K -76 -31%
MB
3422
Mizuho Bank
Japan
$151K -$8.87K -10 -6%
WBC
3423
Westpac Banking Corp
Australia
$147K
UCI
3424
Uncommon Cents Investing
Wisconsin
$146K +$146K +165 New
CTWM
3425
Cherry Tree Wealth Management
Minnesota
$145K