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Costco

3,552 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, 1,428 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,552
Holders Change
+64
Holders Change %
+1.83%
% 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
1,428
Closed
85
Calls
$7.93B
Puts
$10.2B
Net Calls
-$2.29B
Net Calls Change
-$306M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
451
Pinnacle Associates
New York
$30.6M +$3.77M +5,717 +14%
PA
452
Profund Advisors
Maryland
$30.4M -$2.33M -2,632 -7%
P
453
&Partners
Tennessee
$30.3M +$15.3M +17,174 +102%
ICP
454
Ironvine Capital Partners
Nebraska
$29.9M +$488K +550 +2%
SWM
455
Spire Wealth Management
Virginia
$29.9M +$3.95M +4,459 +15%
HIC
456
Harvey Investment Company
Kentucky
$29.8M
SAM
457
Shell Asset Management
Netherlands
$29.7M +$29.7M +33,515 New
RPGK
458
Retirement Planning Group (Kansas)
Kansas
$29.6M +$106K +120 +0.4%
EGM
459
Engineers Gate Manager
New York
$29.5M +$5.31M +5,988 +22%
ACIM
460
Azimuth Capital Investment Management
Michigan
$29.5M +$665K +750 +2%
KJWM
461
Kiley Juergens Wealth Management
Washington
$29.4M +$99.3K +112 +0.3%
SAM
462
Silvercrest Asset Management
New York
$29.4M +$59.4K +67 +0.2%
IAA
463
Independent Advisor Alliance
North Carolina
$29.2M -$1.05M -1,183 -3%
GGI
464
Godsey & Gibb Inc
Virginia
$29.1M -$1.17M -1,325 -4%
HFM
465
Harvest Fund Management
China
$29.1M +$8.91M +10,054 +44%
MIF
466
Mediolanum International Funds
Ireland
$28.9M -$955K -1,080 -3%
BF
467
BOK Financial
Oklahoma
$28.9M -$722K -825 -2%
BCP
468
Blue Chip Partners
Michigan
$28.6M -$387K -437 -1%
Citadel Advisors
469
Citadel Advisors
Florida
$28.6M +$28.6M +32,220 New
AF
470
Allworth Financial
California
$28.3M -$468K -528 -2%
Envestnet Portfolio Solutions
471
Envestnet Portfolio Solutions
Illinois
$28.1M -$271K -306 -1%
WTC
472
WhitTier Trust Company
Nevada
$28.1M +$1.49M +1,680 +6%
BWP
473
Barlow Wealth Partners
Kentucky
$28.1M +$363K +416 +1%
DAC
474
Dividend Assets Capital
South Carolina
$28M +$197K +222 +0.7%
EWM
475
Empirical Wealth Management
Washington
$27.9M -$920K -1,038 -3%