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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 %
AWM
501
Apollon Wealth Management
South Carolina
$25.1M +$756K +853 +3%
PP
502
Prudential plc
United Kingdom
$24.9M +$1.75M +1,973 +8%
MC
503
Middleton & Co
Massachusetts
$24.9M -$827K -933 -3%
HIMCH
504
Hartford Investment Management Co (HIMCO)
Connecticut
$24.7M -$448K -505 -2%
OAC
505
OMERS Administration Corp
Ontario, Canada
$24.7M -$88.7K -100 -0.4%
JCM
506
Jag Capital Management
Missouri
$24.7M +$2.06M +2,324 +9%
BA
507
Bristlecone Advisors
Washington
$24.5M -$1.43M -1,616 -6%
JC
508
Jacobs & Co
California
$24.1M -$994K -1,121 -4%
LWM
509
Lyell Wealth Management
California
$24M -$63.8K -72 -0.3%
SF
510
Summit Financial
New Jersey
$23.9M +$3.43M +3,865 +17%
BCM
511
Becker Capital Management
Oregon
$23.8M +$1.62M +1,828 +7%
AAM
512
AMI Asset Management
California
$23.7M -$28.2M -31,787 -54%
BSA
513
Braun Stacey Associates
New York
$23.6M +$1.04M +1,173 +5%
CSPIA
514
Cary Street Partners Investment Advisory
Virginia
$23.5M -$760K -857 -3%
AIM
515
Arcadia Investment Management
Michigan
$23.4M -$857K -967 -4%
PFS
516
Prospera Financial Services
Texas
$23.4M +$6.37M +7,175 +37%
RIL
517
Rothschild Investment LLC
Illinois
$23.3M +$59.4K +67 +0.3%
AAS
518
Annex Advisory Services
Wisconsin
$23.2M +$1.55M +1,751 +7%
PP
519
Patten & Patten
Tennessee
$23.2M -$571K -644 -2%
JAM
520
Jupiter Asset Management
United Kingdom
$23.1M +$23.1M +26,089 New
DILIC
521
Dai-ichi Life Insurance Company
Japan
$23.1M -$4.35M -4,910 -16%
KLWA
522
Kelly Lawrence W & Associates
California
$23M -$327K -369 -1%
CFG
523
Citizens Financial Group
Rhode Island
$22.9M -$1.99M -2,246 -8%
AWM
524
Absher Wealth Management
North Carolina
$22.8M +$17.7K +20 +0.1%
DAS
525
Dynamic Advisor Solutions
Arizona
$22.6M +$286K +323 +1%