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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 %
AWM
3476
Avondale Wealth Management
Texas
$69.1K
SC
3477
Steph & Co
Wisconsin
$69.1K +$16K +18 +30%
APW
3478
Atlantic Private Wealth
North Carolina
$66.5K +$66.5K +75 New
CJH
3479
Christopher J. Hasenberg
Wisconsin
$65K +$49.9K +56 +329%
MSWM
3480
Mowery & Schoenfeld Wealth Management
Illinois
$57.6K +$57.6K +65 New
ZRP
3481
Zynergy Retirement Planning
New Jersey
$55K
KOCAA
3482
Knights of Columbus Asset Advisors
Connecticut
$54.1K +$49.6K +56 +1,120%
YAL
3483
Your Advocates Ltd
Texas
$52.3K
DCP
3484
DSM Capital Partners
Florida
$48.8K
BTC
3485
Bank & Trust Company
Illinois
$47.9K -$1.77K -2 -4%
WOC
3486
West Oak Capital
California
$47.1K -$2.31K -261 -5%
SC
3487
Swan Capital
Florida
$44.3K
AP
3488
Aspect Partners
Virginia
$44.3K +$2.66K +3 +6%
RWM
3489
Ruedi Wealth Management
Illinois
$41.9K -$10.7K -12 -20%
MBFW
3490
Morton Brown Family Wealth
Pennsylvania
$40.2K
CIR
3491
Clear Investment Research
Georgia
$39.9K +$39.9K +45 New
EC
3492
Elequin Capital
New York
$39.9K +$11.5K +13 +41%
SFA
3493
Semmax Financial Advisors
North Carolina
$39.3K
SRCM
3494
Signature Resources Capital Management
California
$38.3K -$171K -192 -82%
RWA
3495
Redmont Wealth Advisors
Illinois
$38.1K
WFA
3496
West Financial Advisors
Iowa
$36.3K
RL
3497
Rogco LP
Oklahoma
$36.3K
SA
3498
SRH Advisors
Kansas
$35.5K
CWM
3499
CarsonAllaria Wealth Management
Illinois
$34.8K +$7.13K +8 +26%
LG
3500
LAM Group
Oregon
$33.7K