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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 %
DWM
1926
Dogwood Wealth Management
Kansas
$1.69M +$298K +336 +21%
LA
1927
LM Advisors
California
$1.69M -$3.98M -4,025 -70%
LCM
1928
LCM Capital Management
Illinois
$1.68M +$16.8K +19 +1%
HBW
1929
Hazlett, Burt & Watson
West Virginia
$1.68M +$3.54K +4 +0.2%
CNBT
1930
Canandaigua National Bank & Trust
New York
$1.68M +$65.6K +74 +4%
OC
1931
Opinicus Capital
Florida
$1.68M +$24.8K +28 +1%
AWS
1932
Arkfeld Wealth Strategies
Nebraska
$1.68M +$22.1K +25 +1%
SCM
1933
Stevens Capital Management
Pennsylvania
$1.68M -$405K -457 -19%
CAG
1934
Curtis Advisory Group
California
$1.67M -$22.2K -25 -1%
PFA
1935
Petra Financial Advisors
Colorado
$1.67M -$40.8K -46 -2%
RZH
1936
Relyea Zuckerberg Hanson
Connecticut
$1.66M -$161K -182 -9%
MCCA
1937
Mill Creek Capital Advisors
Pennsylvania
$1.66M -$681K -768 -29%
VDI
1938
Vaughan David Investments
Illinois
$1.66M -$102K -115 -6%
BBA
1939
Baader Bank Aktiengesellschaft
Germany
$1.66M +$486K +552 +42%
LWA
1940
Lineweaver Wealth Advisors
Ohio
$1.65M +$26.7K +30 +2%
RLWM
1941
RF&L Wealth Management
Massachusetts
$1.65M
RFA
1942
Rollins Financial Advisors
New York
$1.65M -$79.8K -90 -5%
ESB
1943
Essex Savings Bank
Connecticut
$1.65M -$50.5K -57 -3%
FC
1944
Fulcrum Capital
Washington
$1.65M
SFP
1945
Sandbox Financial Partners
Maryland
$1.64M +$532K +600 +48%
WG
1946
Welch Group
Alabama
$1.64M +$101K +114 +7%
AWE
1947
Avidian Wealth Enterprises
Texas
$1.64M +$91.3K +103 +6%
TFA
1948
Toth Financial Advisory
Virginia
$1.63M -$47.9K -54 -3%
LFA
1949
Laraway Financial Advisors
Minnesota
$1.63M
CJ
1950
Caitlin John
Michigan
$1.63M +$320K +343 +24%