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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 %
ACA
1401
Aspire Capital Advisors
Washington
$3.66M +$78.9K +89 +2%
SWP
1402
Strategic Wealth Partners
Ohio
$3.66M +$327K +369 +10%
MAWA
1403
Moss Adams Wealth Advisors
Washington
$3.66M +$257K +290 +8%
SIG
1404
Sargent Investment Group
Maryland
$3.66M +$211K +238 +6%
JWM
1405
Jessup Wealth Management
Ohio
$3.65M -$1.05M -1,186 -22%
CAMV
1406
Concord Asset Management (Virginia)
Virginia
$3.63M +$743K +838 +26%
OSNBOA
1407
Old Second National Bank of Aurora
Illinois
$3.63M -$80.7K -91 -2%
OAM
1408
Oak Asset Management
California
$3.62M -$273K -308 -7%
FBFS
1409
First Business Financial Services
Wisconsin
$3.61M +$413K +466 +13%
KCM
1410
Kathmere Capital Management
Pennsylvania
$3.61M +$227K +256 +7%
OPW
1411
Osprey Private Wealth
New York
$3.6M +$3.6M +4,063 New
MIM
1412
MTM Investment Management
South Carolina
$3.6M +$883 +1 +0%
CV
1413
Counterweight Ventures
North Carolina
$3.59M +$234K +264 +7%
CW
1414
CIC Wealth
Maryland
$3.59M -$26.6K -30 -0.7%
FFM
1415
Forum Financial Management
Illinois
$3.59M -$162K -183 -4%
IP
1416
Ignite Planners
California
$3.58M -$21.3K -24 -0.6%
OFG
1417
Oxford Financial Group
Indiana
$3.58M -$124K -140 -3%
CWM
1418
Cordatus Wealth Management
Pennsylvania
$3.58M +$45.2K +51 +1%
LWMM
1419
Legacy Wealth Management (Mississippi)
Mississippi
$3.58M +$94K +106 +3%
MLM
1420
Mount Lucas Management
Pennsylvania
$3.57M -$2.8M -3,161 -44%
GKWIM
1421
Gerber Kawasaki Wealth & Investment Management
California
$3.56M +$240K +271 +7%
CFA
1422
Capstone Financial Advisors
Illinois
$3.55M +$304K +343 +9%
HW
1423
Hedeker Wealth
Illinois
$3.54M +$7.09K +8 +0.2%
XF
1424
XML Financial
Maryland
$3.53M -$1.24M -1,395 -26%
AFG
1425
ABLE Financial Group
Arizona
$3.53M -$17.7K -20 -0.5%