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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 %
NCMW
2326
Northern Capital Management (Washington)
Washington
$976K +$886 +1 +0.1%
WSC
2327
Wellington Shields & Co
New York
$975K
LG
2328
Lane Generational
Massachusetts
$975K
EA
2329
Eclectic Associates
California
$975K -$81.5K -92 -8%
AIFAIM
2330
American Institute for Advanced Investment Management
Arizona
$974K -$4.43K -5 -0.5%
BFC
2331
Bedel Financial Consulting
Indiana
$974K -$44.3K -50 -4%
AC
2332
Addison Capital
Pennsylvania
$973K
OWG
2333
Oxford Wealth Group
Florida
$973K +$10.6K +12 +1%
KWM
2334
Kolinsky Wealth Management
New Jersey
$973K -$16K -18 -2%
CWA
2335
Clearview Wealth Advisors
Oregon
$973K +$886 +1 +0.1%
SIC
2336
SJS Investment Consulting
Ohio
$971K +$55.9K +63 +6%
BDWCC
2337
B&D White Capital Company
Texas
$970K +$970K +1,094 New
OPPS
2338
Obsidian Personal Planning Solutions
Maryland
$969K -$7.87K -9 -0.8%
FFA
2339
Florida Financial Advisors
Florida
$967K -$217K -252 -18%
AWM
2340
Accurate Wealth Management
Florida
$967K +$70.7K +79 +8%
PI
2341
Pachira Investments
California
$966K +$44.3K +50 +5%
UH
2342
Unigestion Holding
Switzerland
$965K -$932K -1,051 -49%
IA
2343
IFG Advisors
Missouri
$964K +$59.4K +67 +7%
HBT
2344
Heartland Bank & Trust
Illinois
$963K -$31K -35 -3%
PFSC
2345
Peoples Financial Services Corp
Pennsylvania
$963K -$6.21K -7 -0.6%
EWS
2346
Evergreen Wealth Solutions
Pennsylvania
$961K -$82.5K -93 -8%
WIM
2347
Westside Investment Management
California
$960K -$5.12K -6 -0.5%
VEA
2348
Virtus ETF Advisers
New York
$960K -$73.6K -83 -7%
GWM
2349
Greenwich Wealth Management
Connecticut
$959K +$28.4K +32 +3%
PAMG
2350
Patton Albertson Miller Group
Tennessee
$957K