COST icon

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 %
SSWM
1326
Sheets Smith Wealth Management
North Carolina
$4.17M +$4.43K +5 +0.1%
FA
1327
Faithward Advisors
Pennsylvania
$4.16M +$2.14M +2,416 +106%
BFW
1328
Brady Family Wealth
Missouri
$4.16M -$70K -79 -2%
PCTC
1329
Perkins Coie Trust Company
Washington
$4.14M +$10.6K +12 +0.3%
ZF
1330
Zega Financial
Florida
$4.14M +$920K +1,038 +29%
CT
1331
Chicago Trust
Illinois
$4.12M +$396K +447 +11%
RIM
1332
RW Investment Management
Idaho
$4.11M -$94K -106 -2%
CAM
1333
Covenant Asset Management
New Jersey
$4.11M
MCP
1334
Mirador Capital Partners
California
$4.1M +$144K +163 +4%
BWP
1335
Balboa Wealth Partners
Arizona
$4.1M +$181K +204 +5%
IIC
1336
Ironwood Investment Counsel
Arizona
$4.09M -$184K -208 -4%
SIA
1337
Schear Investment Advisers
Ohio
$4.09M +$473K +534 +13%
QCG
1338
Quadrant Capital Group
Ohio
$4.09M +$24.8K +28 +0.6%
AWA
1339
Alta Wealth Advisors
Massachusetts
$4.09M -$13.3K -15 -0.3%
HCM
1340
Helios Capital Management
Singapore
$4.08M
CFG
1341
Cooper Financial Group
California
$4.08M +$155K +175 +4%
FCB
1342
First County Bank
Connecticut
$4.07M -$238K -269 -6%
CI
1343
Cigna Investments
Connecticut
$4.06M -$53.2K -60 -1%
GA
1344
Geller Advisors
New York
$4.03M +$23.9K +27 +0.6%
FGA
1345
Fortis Group Advisors
New Jersey
$4.01M -$227K -256 -5%
CWS
1346
Confluence Wealth Services
Pennsylvania
$4M +$119K +134 +3%
MFS
1347
Monetta Financial Services
Illinois
$3.99M
CWM
1348
Cornerstone Wealth Management
Missouri
$3.98M -$143K -161 -3%
CA
1349
Continuum Advisory
Idaho
$3.98M +$24K +26 +0.6%
KHLMTHM
1350
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.98M