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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 %
Kovitz Investment Group Partners
851
Kovitz Investment Group Partners
Illinois
$10.1M +$5.62M +12,044 +125%
NSIM
852
North Star Investment Management
Illinois
$10.1M -$47.9K -54 -0.5%
ECM
853
Empirical Capital Management
Tennessee
$10.1M -$5.98M -6,750 -37%
CCM
854
Carderock Capital Management
Maryland
$10M +$407K +459 +4%
DA
855
Denali Advisors
California
$10M +$10M +11,328 New
CWA
856
Clarity Wealth Advisors
California
$10M +$116K +131 +1%
B
857
Bensler
Washington
$10M -$309K -349 -3%
WB
858
WesBanco Bank
West Virginia
$10M -$60.3K -68 -0.6%
MC
859
Moors & Cabot
Massachusetts
$9.93M +$856K +966 +9%
JAG
860
Journey Advisory Group
Kentucky
$9.9M +$32.3K +38 +0.3%
LOAMS
861
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.89M +$828K +934 +9%
BA
862
Baugh & Associates
Georgia
$9.86M +$1.73K +2 +0%
CIM
863
Contravisory Investment Management
Massachusetts
$9.85M +$50.5K +57 +0.5%
WHG
864
Westwood Holdings Group
Texas
$9.85M -$1.47M -1,654 -13%
OCM
865
One Capital Management
California
$9.8M -$572K -645 -6%
NP
866
NorthRock Partners
Minnesota
$9.79M +$13.3K +15 +0.1%
VCM
867
Vision Capital Management
Oregon
$9.7M -$1.27M -1,437 -12%
BL
868
BFSG LLC
California
$9.65M -$766K -864 -7%
LP
869
LMR Partners
United Kingdom
$9.64M +$1.86M +2,095 +24%
CWP
870
CFM Wealth Partners
Texas
$9.6M +$684K +772 +8%
HDIM
871
Hanson & Doremus Investment Management
Vermont
$9.59M -$1.77K -2 -0%
MWA
872
Meridian Wealth Advisors
Texas
$9.56M -$129K -145 -1%
OBAM
873
ODDO BHF Asset Management
France
$9.54M +$9.54M +10,760 New
SAM
874
Sawgrass Asset Management
Florida
$9.5M -$379K -427 -4%
GCA
875
Guardian Capital Advisors
Ontario, Canada
$9.5M -$578K -659 -6%