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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 %
ACM
3426
Adalta Capital Management
New York
$142K
AWM
3427
Activest Wealth Management
Florida
$140K +$884 +1 +0.6%
JGIA
3428
Jackson Grant Investment Advisers
Connecticut
$139K
AEPWM
3429
Atlantic Edge Private Wealth Management
Florida
$139K +$19.5K +22 +16%
MS
3430
Mizuho Securities
Japan
$133K -$79.8K -90 -38%
LFA
3431
LGT Financial Advisors
Texas
$133K -$32.8K -37 -20%
JAM
3432
JCIC Asset Management
Ontario, Canada
$133K
RAM
3433
Ramirez Asset Management
New York
$133K
WAG
3434
Wiser Advisor Group
Arizona
$133K
PWMG
3435
Private Wealth Management Group
New Jersey
$132K
CWM
3436
Cedar Wealth Management
California
$126K
CIAS
3437
CBIZ Investment Advisory Services
Ohio
$126K -$892 -1 -0.7%
SWA
3438
SOA Wealth Advisors
New York
$125K -$3.55K -4 -3%
PCMC
3439
Planning Capital Management Corporation
Pennsylvania
$123K -$5.33K -6 -4%
PA
3440
PSI Advisors
Florida
$123K +$5.32K +6 +5%
FGC
3441
Financial Gravity Companies
Texas
$121K +$121K +137 New
FWM
3442
Focused Wealth Management
New York
$120K +$120K +135 New
AA
3443
AlphaMark Advisors
Kentucky
$120K -$26.7K -30 -18%
RI
3444
Ridgewood Investments
New Jersey
$120K -$2.66K -3 -2%
BIA
3445
Bell Investment Advisors
California
$117K
RCM
3446
Richardson Capital Management
Wisconsin
$116K -$9.75K -11 -8%
TWD
3447
True Wealth Design
Ohio
$115K +$73.6K +83 +177%
NECFA
3448
New England Capital Financial Advisors
Connecticut
$115K
CIA
3449
Cape Investment Advisory
Georgia
$115K +$13.3K +15 +13%
MFT
3450
Moisand Fitzgerald Tamayo
Florida
$108K -$1.77K -2 -2%