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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 %
FNBT
1176
FineMark National Bank & Trust
Florida
$5.49M +$524K +591 +11%
WA
1177
Wambolt & Associates
Colorado
$5.45M -$52.6K -60 -1%
GPFA
1178
Game Plan Financial Advisors
Ohio
$5.43M +$310K +350 +6%
CLA
1179
Carnegie Lake Advisors
New Jersey
$5.43M +$5.43M +6,121 New
AIM
1180
Alhambra Investment Management
Florida
$5.42M -$14.2K -16 -0.3%
SVWAG
1181
Sound View Wealth Advisors Group
Georgia
$5.41M +$789K +890 +17%
WHCI
1182
W.H. Cornerstone Investments
Massachusetts
$5.41M -$232K -262 -4%
SG
1183
StoneX Group
New York
$5.4M +$222K +250 +4%
FLI
1184
Family Legacy Inc
South Carolina
$5.39M -$94K -106 -2%
PTC
1185
Private Trust Company
Ohio
$5.38M +$28.4K +32 +0.5%
MWM
1186
Mattern Wealth Management
Kansas
$5.37M +$93.1K +105 +2%
CA
1187
Commerzbank Aktiengesellschaft
Germany
$5.37M +$3.4M +3,837 +173%
BMC
1188
Benin Management Corp
Connecticut
$5.37M -$399K -450 -7%
RIA
1189
Regal Investment Advisors
Michigan
$5.34M -$701K -791 -12%
CFGS
1190
Concourse Financial Group Securities
Alabama
$5.34M -$457K -516 -8%
BIA
1191
Beacon Investment Advisors
Maryland
$5.32M +$3.55K +4 +0.1%
NHT
1192
New Hampshire Trust
New Hampshire
$5.32M -$36.3K -41 -0.7%
CAWM
1193
Capital Advisors Wealth Management
Washington
$5.31M +$821K +926 +18%
BMCM
1194
Bryn Mawr Capital Management
Pennsylvania
$5.31M -$259K -292 -5%
AAS
1195
Ameritas Advisory Services
Nebraska
$5.31M +$690K +778 +15%
WR
1196
WD Rutherford
Oregon
$5.29M -$296K -334 -5%
SW
1197
StrongBox Wealth
Missouri
$5.29M -$129K -145 -2%
UBG
1198
United Bank (Georgia)
Georgia
$5.29M +$369K +416 +8%
FCM
1199
Fortis Capital Management
Washington
$5.26M +$159K +179 +3%
TC
1200
TAGStone Capital
North Carolina
$5.23M -$86.9K -98 -2%