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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 %
WWM
676
Western Wealth Management
Colorado
$15.5M +$2.15M +2,426 +16%
RCM
677
RB Capital Management
Nevada
$15.3M -$72.7K -82 -0.5%
SPC
678
Sigma Planning Corp
Michigan
$15.3M +$376K +424 +3%
FMII
679
Farmers & Merchants Investments Inc
Nebraska
$15.3M -$148K -167 -1%
TRCT
680
Tower Research Capital (TRC)
New York
$15.2M -$32.6M -36,744 -68%
SWM
681
Stockman Wealth Management
Montana
$15.2M +$88.7K +100 +0.6%
HFS
682
Haverford Financial Services
Pennsylvania
$15.1M -$1.81M -2,044 -11%
TAM
683
Tocqueville Asset Management
New York
$15M -$1.66M -1,875 -10%
BCM
684
Brookstone Capital Management
Illinois
$15M +$332K +374 +2%
JSA
685
Jacobson & Schmitt Advisors
Wisconsin
$15M +$209K +236 +1%
GT
686
Greenleaf Trust
Michigan
$14.8M +$393K +443 +3%
DDC
687
DF Dent & Co
Maryland
$14.8M -$97.5K -110 -0.7%
TW
688
Transform Wealth
Colorado
$14.8M +$168K +190 +1%
EAM
689
Eagle Asset Management
Florida
$14.8M +$2.03M +2,156 +16%
RWM
690
RKL Wealth Management
Pennsylvania
$14.8M -$47.9K -54 -0.3%
PIA
691
Petredis Investment Advisors
Pennsylvania
$14.7M +$62.1K +70 +0.4%
CA
692
Cullinan Associates
Kentucky
$14.7M -$2.78M -3,133 -16%
RC
693
Roundview Capital
New Jersey
$14.7M +$187K +211 +1%
GVAG
694
Great Valley Advisor Group
Delaware
$14.7M +$970K +1,094 +7%
FNBOO
695
First National Bank of Omaha
Nebraska
$14.6M -$680K -767 -4%
IIM
696
Ipswich Investment Management
Massachusetts
$14.6M -$35.5K -40 -0.2%
HCM
697
Howard Capital Management
Georgia
$14.6M +$11.7M +13,187 +404%
AMCA
698
Arthur M. Cohen & Associates
Illinois
$14.5M +$677K +772 +5%
LCM
699
Liberty Capital Management
Michigan
$14.5M +$98.4K +111 +0.7%
HCM
700
Hutner Capital Management
Vermont
$14.4M -$34.6K -39 -0.2%