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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 %
AWA
3501
Authentikos Wealth Advisory
California
$31.9K -$211K -238 -87%
BSC
3502
Brown Shipley & Co
United Kingdom
$31K
EA
3503
Evolution Advisers
Virginia
$31K
FFA
3504
Frazier Financial Advisors
Ohio
$30.2K -$12.4K -14 -29%
HCA
3505
Heck Capital Advisors
Wisconsin
$29.3K -$10.6K -12 -27%
DPW
3506
DiNuzzo Private Wealth
Pennsylvania
$27.5K -$887 -1 -3%
NAAA
3507
New Age Alpha Advisors
New York
$27.5K +$16K +18 +138%
LOIP
3508
Live Oak Investment Partners
Texas
$26.6K -$25.5K
1IA
3509
1620 Investment Advisors
Massachusetts
$26.2K +$1.75K +2 +7%
SIM
3510
Studio Investment Management
Illinois
$25.7K
SGC
3511
Slocum, Gordon & Co
Rhode Island
$24.8K -$26.6K -30 -52%
BC
3512
Barrett & Company
Rhode Island
$23.9K -$2.66K -3 -10%
QL
3513
Quarry LP
New York
$23.9K +$5.32K +6 +29%
NMM
3514
Naples Money Management
Florida
$23.9K +$8.87K +10 +59%
RDIA
3515
RE Dickinson Investment Advisors
Iowa
$22.7K
EPW
3516
Evergreen Private Wealth
Colorado
$22.2K
GIS
3517
Grayhawk Investment Strategies
Alberta, Canada
$21.3K
PWM
3518
Partnership Wealth Management
Maryland
$20.4K
FW
3519
Fairway Wealth
Ohio
$18.2K -$39K -45 -68%
AIM
3520
Access Investment Management
Georgia
$17.7K
IA
3521
IFS Advisors
Kansas
$16.8K
FFL
3522
Financial Freedom LLC
Ohio
$15.4K -$23.5K -26 -60%
KSWA
3523
Kathleen S. Wright Associates
Pennsylvania
$13.3K
PS
3524
PayPay Securities
Japan
$13.3K +$4.43K +5 +50%
PFG
3525
Peterson Financial Group
Iowa
$11.8K +$11.8K +13 New