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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 %
Members Trust
2301
Members Trust
Florida
$1.03M
SFCL
2302
Strengthening Families & Communities LLC
Massachusetts
$1.03M -$51.4K -58 -5%
LCWP
2303
Legacy Capital Wealth Partners
Arkansas
$1.02M +$510K +575 +99%
BIG
2304
Builder Investment Group
Georgia
$1.02M +$26.6K +30 +3%
GWM
2305
GDS Wealth Management
Texas
$1.02M +$482K +544 +90%
SMC
2306
Smith, Moore & Co
Missouri
$1.01M -$28.4K -32 -3%
CVM
2307
Cheviot Value Management
California
$1.01M -$887 -1 -0.1%
LCM
2308
LVM Capital Management
Michigan
$1.01M
CH
2309
Cromwell Holdings
Wyoming
$1.01M
HWM
2310
Heirloom Wealth Management
Colorado
$1M -$3.55K -4 -0.4%
WRPWM
2311
Werba Rubin Papier Wealth Management
California
$1M +$132K +149 +15%
VWM
2312
Valley Wealth Managers
New Jersey
$1M +$22.2K +25 +2%
DA
2313
Dover Advisors
Virginia
$1M -$16.8K -19 -2%
EA
2314
Enclave Advisors
Texas
$998K +$998K +1,126 New
BWM
2315
Biltmore Wealth Management
Arizona
$995K -$277K -312 -22%
GFG
2316
GR Financial Group
Arizona
$995K +$887 +1 +0.1%
VI
2317
Versor Investments
New York
$994K +$994K +1,121 New
DFCM
2318
Dark Forest Capital Management
Puerto Rico
$994K +$994K +1,121 New
EI
2319
Ellevest Inc
New York
$992K +$14.2K +16 +1%
HHAA
2320
Henry H. Armstrong Associates
Pennsylvania
$989K
DC
2321
Destiny Capital
Colorado
$989K
BHPW
2322
Beverly Hills Private Wealth
California
$988K +$20.4K +23 +2%
LWM
2323
LongView Wealth Management
Georgia
$984K +$96.6K +109 +11%
BDFN
2324
Bond & Devick Financial Network
Minnesota
$977K -$48.8K -55 -5%
LIWM
2325
Long Island Wealth Management
New York
$976K