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Costco

3,551 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, 1,427 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,551
Holders Change
+64
Holders Change %
+1.84%
% 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
1,427
Closed
85
Calls
$7.93B
Puts
$10.2B
Net Calls
-$2.29B
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
3451
Manitou Investment Management
Ontario, Canada
$106K -$122K -138 -53%
AFS
3452
Annapolis Financial Services
Maryland
$105K -$14.1K -16 -12%
CLOS
3453
Compagnie Lombard Odier SCmA
Switzerland
$104K +$6.21K +7 +6%
C
3454
Covestor
United Kingdom
$102K
APC
3455
Aspire Private Capital
North Carolina
$100K
CWM
3456
Cranbrook Wealth Management
Michigan
$99.3K +$7.98K +9 +9%
PG
3457
Proffitt & Goodson
Tennessee
$97.5K -$7.09K -8 -7%
CPG
3458
Cornerstone Planning Group
New Jersey
$95.1K -$4.44K -5 -4%
SDIC
3459
South Dakota Investment Council
South Dakota
$89K
DFA
3460
DHJJ Financial Advisors
Illinois
$88.7K
PSB
3461
Piscataqua Savings Bank
New Hampshire
$88.7K +$8.87K +10 +11%
AW
3462
Avion Wealth
Texas
$87K +$1.76K +2 +2%
BGAI
3463
Bruce G. Allen Investments
Colorado
$86.9K
EFMH
3464
E Fund Management (HK)
Hong Kong
$84K +$78.7K +89 +1,483%
XC
3465
XY Capital
Hong Kong
$82.4K +$82.4K +93 New
KWAG
3466
Kiely Wealth Advisory Group
North Carolina
$81.4K
SWC
3467
Spectrum Wealth Counsel
Indiana
$78K -$424K -478 -84%
IHWM
3468
Iron Horse Wealth Management
Iowa
$77.1K +$13.3K +15 +21%
CPA
3469
Clear Point Advisors
New York
$77K
CTB
3470
Country Trust Bank
Illinois
$76.2K
PP
3471
Pingora Partners
Wyoming
$74.5K -$31.9K -36 -30%
KPP
3472
Kings Path Partners
Texas
$74.5K
BIM
3473
Breakwater Investment Management
Washington
$71.8K
LWA
3474
Lowe Wealth Advisors
Maryland
$71.8K
VF
3475
VitalStone Financial
Texas
$70.9K +$70.9K +80 New