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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 %
RSS
626
Rosenblum Silverman Sutton
California
$17.6M -$171K -193 -1%
WF
627
WoodTrust Financial
Wisconsin
$17.6M +$30.1K +34 +0.2%
GIP
628
Granite Investment Partners
California
$17.5M -$426K -481 -2%
HAG
629
HighPoint Advisor Group
Illinois
$17.5M +$339K +382 +2%
PWM
630
Perigon Wealth Management
California
$17.5M +$46.1K +52 +0.3%
MIG
631
McGuire Investment Group
Rhode Island
$17.5M -$31K -35 -0.2%
HIM
632
Harbour Investment Management
Washington
$17.4M
TSS
633
Thomas Story & Son
Indiana
$17.2M -$16.8K -19 -0.1%
KA
634
Kozak & Associates
Colorado
$17.2M +$170K +192 +1%
MA
635
Montag & Associates
Georgia
$17.2M +$2.45M +2,766 +17%
TF
636
Talbot Financial
Washington
$17.1M +$191K +216 +1%
BCM
637
Brasada Capital Management
Texas
$17.1M -$749K -853 -4%
HWM
638
HFR Wealth Management
New York
$17M +$108K +122 +0.6%
FNT
639
First National Trust
Pennsylvania
$17M -$36.3K -41 -0.2%
SG
640
Sienna Gestion
France
$16.9M +$3.09M +3,497 +22%
VI
641
Vestcor Inc
New Brunswick, Canada
$16.8M +$70.9K +80 +0.4%
IWC
642
Integrated Wealth Concepts
Massachusetts
$16.8M +$287K +324 +2%
CIS
643
Connors Investor Services
Pennsylvania
$16.8M -$794K -898 -5%
HWM
644
HB Wealth Management
Georgia
$16.8M +$949K +1,071 +6%
MWM
645
Meridian Wealth Management
Kentucky
$16.7M +$1.67M +1,879 +11%
RWM
646
Ritholtz Wealth Management
New York
$16.7M +$1.26M +1,419 +8%
TFA
647
Teamwork Financial Advisors
Texas
$16.6M +$11.9M +13,468 +259%
First Manhattan
648
First Manhattan
New York
$16.5M +$348K +393 +2%
PIM
649
Progressive Investment Management
Oregon
$16.5M -$145K -163 -0.9%
CTI
650
Community Trust & Investment
Kentucky
$16.4M +$236K +266 +1%