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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 %
IC
2351
Iconiq Capital
California
$957K +$688K +776 +256%
ASI
2352
Advisory Services & Investments
Oregon
$956K
PCMC
2353
Private Capital Management (Colorado)
Colorado
$956K +$300K +338 +46%
BC
2354
Belmont Capital
California
$954K -$158K -178 -14%
PFWA
2355
Paces Ferry Wealth Advisors
Georgia
$953K +$91.3K +103 +11%
TA
2356
TFB Advisors
Kansas
$950K +$18.6K +21 +2%
BSB
2357
Bangor Savings Bank
Maine
$949K -$16.8K -19 -2%
CCS
2358
Concentric Capital Strategies
Connecticut
$945K -$251K -283 -21%
XT
2359
XTX Topco
Cayman Islands
$945K +$945K +1,066 New
KFS
2360
Kaizen Financial Strategies
California
$945K +$377K +425 +66%
CCA
2361
Conestoga Capital Advisors
Pennsylvania
$944K -$408K -460 -30%
RW
2362
REDW Wealth
New Mexico
$943K -$33.7K -38 -3%
CS
2363
Capital Square
Tennessee
$940K -$21.3K -24 -2%
SVWG
2364
Shared Vision Wealth Group
United States
$940K +$886 +1 +0.1%
EGWAG
2365
Elwood & Goetz Wealth Advisory Group
Georgia
$939K +$939K +1,059 New
CWG
2366
Crown Wealth Group
North Carolina
$936K -$5.32K -6 -0.6%
PCM
2367
Poehling Capital Management
Wisconsin
$936K
FFC
2368
First Financial Corp
Indiana
$936K
AWA
2369
Amplius Wealth Advisors
Pennsylvania
$935K -$2.66K -3 -0.3%
CWA
2370
Capital Wealth Alliance
Arizona
$934K -$64.7K -73 -6%
SAW
2371
Signal Advisors Wealth
Michigan
$932K +$932K +1,052 New
RFMS
2372
RWQ Financial Management Services
Florida
$931K -$8.79M -9,919 -90%
EW
2373
Enzi Wealth
Texas
$930K +$2.67K +3 +0.3%
HWM
2374
Hemington Wealth Management
Virginia
$927K -$57.7K -66 -6%
CTC
2375
Cetera Trust Company
Minnesota
$926K -$26.6K -30 -3%