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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 %
PIA
2251
Pinion Investment Advisors
Kansas
$1.09M -$106K -120 -9%
MWP
2252
Madison Wealth Partners
Wisconsin
$1.09M +$201K +227 +23%
SSW
2253
Smith Shellnut Wilson
Mississippi
$1.09M +$27.5K +31 +3%
SCM
2254
Sage Capital Management
New Jersey
$1.09M +$1.77K +2 +0.2%
HL
2255
HeadInvest LLC
Maine
$1.09M -$27.5K -31 -2%
PL
2256
Parthenon LLC
Kentucky
$1.09M
CCA
2257
Childress Capital Advisors
Texas
$1.09M +$11.5K +13 +1%
WI
2258
WBI Investments
New Jersey
$1.09M +$223K +252 +26%
CIP
2259
Capital Insight Partners
Arizona
$1.08M +$34.6K +39 +3%
IFS
2260
Intelligent Financial Strategies
Minnesota
$1.08M -$886 -1 -0.1%
SWM
2261
Sugarloaf Wealth Management
Georgia
$1.08M +$26.6K +30 +3%
WA
2262
Wealth Alliance
New York
$1.08M -$43.5K -49 -4%
FC
2263
Fusion Capital
South Carolina
$1.08M +$886 +1 +0.1%
EFA
2264
Evernest Financial Advisors
Indiana
$1.08M -$33.7K -38 -3%
FFA
2265
Founders Financial Alliance
North Carolina
$1.08M +$7.98K +9 +0.7%
PWA
2266
Phoenix Wealth Advisors
North Carolina
$1.08M -$88.7K -100 -8%
MMM
2267
Mendel Money Management
Illinois
$1.08M +$99.3K +112 +10%
SFP
2268
Sterling Financial Planning
New Jersey
$1.08M
AAP
2269
Arax Advisory Partners
Colorado
$1.08M -$23.9K -27 -2%
SAM
2270
Secure Asset Management
Michigan
$1.08M +$82.5K +93 +8%
SMA
2271
Seven Mile Advisory
New Jersey
$1.07M +$65.6K +74 +6%
VSQM
2272
V-Square Quantitative Management
Illinois
$1.07M +$856K +966 +398%
LGA
2273
Lebenthal Global Advisors
New York
$1.07M +$175K +197 +19%
IWN
2274
Independent Wealth Network
Iowa
$1.07M -$63.8K -72 -6%
CPA
2275
Court Place Advisors
Maryland
$1.07M