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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
1101
Avior Wealth Management
Nebraska
$6.16M +$316K +356 +5%
SF
1102
Symphony Financial
Texas
$6.14M +$317K +359 +5%
HIC
1103
Holderness Investments Company
North Carolina
$6.14M +$393K +443 +7%
BCV
1104
Banque Cantonale Vaudoise
Switzerland
$6.12M +$1.84M +2,077 +43%
TVWM
1105
Tower View Wealth Management
Wisconsin
$6.11M +$22.2K +25 +0.4%
MF
1106
Manchester Financial
California
$6.1M -$155K -175 -2%
BAM
1107
Bellevue Asset Management
Washington
$6.1M -$31K -35 -0.5%
FHWM
1108
Fox Hill Wealth Management
Massachusetts
$6.09M +$289K +326 +5%
AIIMS
1109
Analyst IMS Investment Management Services
Israel
$6.08M +$1.43M +1,611 +31%
APTFM
1110
AGUR Provident & Training Funds Management
Israel
$6.07M
MPPLM
1111
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.07M +$338K +381 +6%
LFAS
1112
Level Four Advisory Services
Texas
$6.06M +$140K +160 +2%
NB
1113
Nicolet Bankshares
Wisconsin
$6.06M -$273K -308 -4%
SOAMC
1114
Spirit of America Management Corp
New York
$6.06M +$44.3K +50 +0.7%
PWLP
1115
Prio Wealth Limited Partnership
Massachusetts
$6.04M -$26.6K -30 -0.4%
MECA
1116
Miller Equity Capital Advisors
Texas
$6.03M
NWM
1117
Northcape Wealth Management
New York
$5.99M -$20.4K -23 -0.3%
SLG
1118
Stanley-Laman Group
Pennsylvania
$5.94M -$709K -800 -11%
BBWA
1119
Bell & Brown Wealth Advisors
California
$5.93M +$128K +144 +2%
SS
1120
Sunbelt Securities
Texas
$5.92M +$446K +503 +8%
GI
1121
GAMMA Investing
California
$5.91M +$1.15M +1,300 +24%
CI
1122
Carroll Investors
South Carolina
$5.9M -$815K -919 -12%
HWM
1123
Hohimer Wealth Management
Washington
$5.89M
HI
1124
Horizon Investments
North Carolina
$5.88M +$2.07M +2,338 +54%
EWM
1125
Elite Wealth Management
Washington
$5.87M -$315K -355 -5%