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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 %
GF
1976
Gries Financial
Ohio
$1.58M +$593K +669 +60%
HGWM
1977
Horst & Graben Wealth Management
Oregon
$1.58M -$28.4K -32 -2%
GWWM
1978
Great Waters Wealth Management
Minnesota
$1.57M +$26.6K +30 +2%
PCWA
1979
Pacific Capital Wealth Advisors
California
$1.57M +$11.5K +13 +0.7%
EW
1980
Evoke Wealth
California
$1.57M +$1.57M +1,767 New
CCG
1981
Chatham Capital Group
Georgia
$1.57M +$41.7K +47 +3%
PCA
1982
Peddock Capital Advisors
Massachusetts
$1.56M -$21.3K -24 -1%
ACM
1983
Anfield Capital Management
California
$1.56M +$1.46M +1,647 +1,458%
LFA
1984
Legacy Financial Advisors
Kentucky
$1.56M +$14.2K +16 +0.9%
BIP
1985
Blueprint Investment Partners
North Carolina
$1.55M -$49.6K -56 -3%
DDPIC
1986
Deroy & Devereaux Private Investment Counsel
Michigan
$1.55M -$8.86K -10 -0.6%
LPAM
1987
Lodestar Private Asset Management
California
$1.54M +$152K +171 +11%
MA
1988
MJP Associates
Connecticut
$1.54M -$31.9K -36 -2%
BCG
1989
BayBridge Capital Group
California
$1.54M +$16K +18 +1%
HWMO
1990
Heritage Wealth Management (Ohio)
Ohio
$1.54M
CF
1991
Copperwynd Financial
Arizona
$1.54M +$98.4K +111 +7%
RAG
1992
RIA Advisory Group
Iowa
$1.54M +$1.54M +1,732 New
SCG
1993
Sonata Capital Group
Washington
$1.54M
LCOV
1994
London Company of Virginia
Virginia
$1.53M
CWM
1995
Centurion Wealth Management
Virginia
$1.53M +$1.53M +1,730 New
CCG
1996
Ceeto Capital Group
Florida
$1.53M +$443K +500 +41%
HCP
1997
Hexagon Capital Partners
Arkansas
$1.53M +$3.55K +4 +0.2%
CWM
1998
Centric Wealth Management
Illinois
$1.53M -$23.4K -26 -2%
OW
1999
Olistico Wealth
Oklahoma
$1.53M -$145K -163 -9%
9WM
2000
9258 Wealth Management
Ohio
$1.53M