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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 %
LIM
3526
Longfellow Investment Management
Massachusetts
$11.5K
APF
3527
Alaska Permanent Fund
Alaska
$10.6K
CA
3528
Claris Advisors
Missouri
$10.6K +$10.6K +12 New
MDCM
3529
Morgan Dempsey Capital Management
Wisconsin
$9.75K
ORAM
3530
One River Asset Management
Connecticut
$9.74K +$9.74K +11 New
NC
3531
NewSquare Capital
Pennsylvania
$9.11K
KFP
3532
Keener Financial Planning
Texas
$9K -$9K -11 -50%
LAM
3533
Lummis Asset Management
Texas
$8.87K
IAIM
3534
International Assets Investment Management
Florida
$8.31K +$8.31K +7,364,453 +113,948%
DCM
3535
Disciplina Capital Management
Tennessee
$7.29K -$199K -218 -96%
PAM
3536
Pinpoint Asset Management
Hong Kong
$6.21K +$6.21K +7 New
TCM
3537
TD Capital Management
Tennessee
$5.48K
MWA
3538
MFA Wealth Advisors
Pennsylvania
$4.43K
WA
3539
WestEnd Advisors
North Carolina
$4.43K +$887 +1 +25%
FIA
3540
FPC Investment Advisory
California
$4.37K
PCM
3541
Perritt Capital Management
Illinois
$3.56K
A
3542
AlphaQuest
New York
$3.55K -$269K -304 -99%
SWM
3543
Sanctuary Wealth Management
Idaho
$3.55K
AS
3544
Altshuler Shaham
Israel
$3.55K +$3.55K +4 New
BFS
3545
Burkett Financial Services
South Carolina
$3.55K +$3.55K +4 New
HCM
3546
Horrell Capital Management
Arkansas
$3K
SWS
3547
SYSTM Wealth Solutions
Illinois
$1.77K -$1.64M -1,851 -100%
HFS
3548
Horizon Financial Services
North Carolina
$1.77K -$20.4K -23 -92%
GCS
3549
Gordian Capital (Singapore)
Singapore
$887
PFA
3550
Pathway Financial Advisers
Indiana
$382 +$381 +338,489 +75,894%