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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 %
MFG
1876
MidWestOne Financial Group
Iowa
$1.82M -$59.4K -67 -3%
AA
1877
Altman Advisors
Illinois
$1.82M -$1.7M -1,920 -48%
SRL
1878
Scientech Research LLC
New Jersey
$1.82M +$960K +1,083 +112%
SAMC
1879
Spectrum Asset Management (California)
California
$1.82M +$92.2K +104 +5%
LAIC
1880
Lederer & Associates Investment Counsel
California
$1.82M -$266K -300 -13%
UL
1881
Unionview LLC
Washington
$1.81M -$5.32K -6 -0.3%
ST
1882
Smithfield Trust
Pennsylvania
$1.81M -$11.5K -13 -0.6%
WAOI
1883
Wealth Advisors of Iowa
Iowa
$1.81M -$47.9K -54 -3%
EFL
1884
ERn Financial LLC
Wisconsin
$1.81M -$42.6K -48 -2%
PCP
1885
Proficio Capital Partners
Massachusetts
$1.8M -$504K -569 -22%
HA
1886
Herold Advisors
New York
$1.79M -$76.2K -86 -4%
WPWM
1887
Western Pacific Wealth Management
Illinois
$1.79M +$50.5K +57 +3%
SIC
1888
Sterling Investment Counsel
New York
$1.79M +$192K +217 +12%
DS
1889
DRW Securities
Illinois
$1.79M +$35.5K +40 +2%
IP
1890
Investment Partners
Ohio
$1.79M +$5.32K +6 +0.3%
OFS
1891
Orrstown Financial Services
Pennsylvania
$1.78M +$986K +1,112 +124%
VF
1892
Vest Financial
Virginia
$1.78M +$1.09M +1,230 +158%
AIMA
1893
Ables Iannone Moore & Associates
Georgia
$1.78M -$887 -1 -0%
NCM
1894
Northside Capital Management
Oregon
$1.78M -$79.8K -90 -4%
WFI
1895
West Family Investments
California
$1.77M +$120K +135 +7%
FWP
1896
Falcon Wealth Planning
California
$1.77M +$44.3K +50 +3%
CPBTD
1897
Central Pacific Bank - Trust Division
Hawaii
$1.77M -$8.87K -10 -0.5%
QPBE
1898
Quintet Private Bank (Europe)
Luxembourg
$1.77M +$223K +252 +14%
PWAM
1899
Pinnacle West Asset Management
Wyoming
$1.77M
FFO
1900
Fiduciary Family Office
Florida
$1.77M -$635K -716 -26%