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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 %
EFP
3601
Elser Financial Planning
Indiana
-$365K -429 Closed
TWP
3602
Triad Wealth Partners
Kansas
-$362K -426 Closed
SPWM
3603
Schrum Private Wealth Management
Florida
-$348K -409 Closed
NMC
3604
Nine Masts Capital
Hong Kong
-$340K -400 Closed
HAFS
3605
Hapanowicz & Associates Financial Services
Pennsylvania
-$340K -400 Closed
ST
3606
Sageworth Trust
Pennsylvania
-$328K -386 Closed
OWMIAS
3607
One Wealth Management Investment & Advisory Services
Florida
-$311K -366 Closed
MFS
3608
Mirabella Financial Services
United Kingdom
-$301K -354 Closed
JA
3609
JVL Associates
Michigan
-$280K -330 Closed
DCM
3610
Driehaus Capital Management
Illinois
-$278K -327 Closed
MAM
3611
McCarthy Asset Management
California
-$268K -315 Closed
MA
3612
MBA Advisors
Pennsylvania
-$267K -314 Closed
AFS
3613
Access Financial Services
Minnesota
-$250K -294 Closed
SLT
3614
St Louis Trust
Missouri
-$249K -293 Closed
KPPF
3615
Klein Pavlis & Peasley Financial
California
-$246K -289 Closed
VAM
3616
Verity Asset Management
North Carolina
-$243K -285 Closed
NRW
3617
Nova R Wealth
Kansas
-$227K -267 Closed
SA
3618
Strategic Advocates
Utah
-$225K -265 Closed
SIAS
3619
Summit Investment Advisory Services
Minnesota
-$223K -263 Closed
MWPCG
3620
Measured Wealth Private Client Group
New Hampshire
-$222K -261 Closed
CWM
3621
Comprehensive Wealth Management
Washington
-$213K -251 Closed
PA
3622
Planning Alternatives
Michigan
-$212K -250 Closed
ONSWM
3623
Old North State Wealth Management
North Carolina
-$214K -250 Closed
AWAU
3624
Alliance Wealth Advisors (Utah)
Utah
-$209K -246 Closed
TLFA
3625
True Link Financial Advisors
California
-$203K -239 Closed