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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 %
SOAG
2376
Silver Oak Advisory Group
Oregon
$924K
Fidelity International
2377
Fidelity International
Bermuda
$924K +$101K +114 +12%
PRWA
2378
Platte River Wealth Advisors
Colorado
$919K
PIM
2379
Profit Investment Management
Maryland
$918K -$244K -275 -21%
CFA
2380
Cahill Financial Advisors
Minnesota
$917K -$134K -151 -13%
SAI
2381
Savvy Advisors Inc
New York
$916K +$261K +295 +40%
PGAM
2382
Princeton Global Asset Management
New Jersey
$913K +$97.5K +110 +12%
HAIM
2383
Hunter Associates Investment Management
Pennsylvania
$908K +$887 +1 +0.1%
BIM
2384
Barton Investment Management
Pennsylvania
$908K
BCG
2385
Breakwater Capital Group
New Jersey
$906K +$15.1K +17 +2%
SGCA
2386
Steel Grove Capital Advisors
Tennessee
$905K
CCM
2387
Chaney Capital Management
Washington
$905K +$23.1K +26 +3%
DWMS
2388
Dominguez Wealth Management Solutions
Virginia
$905K -$49.6K -56 -5%
Winslow Capital Management
2389
Winslow Capital Management
Minnesota
$905K -$336M -379,084 -100%
KIG
2390
Kowal Investment Group
Wisconsin
$905K -$21.3K -24 -2%
MI
2391
Motiv8 Investments
Florida
$903K +$7.98K +9 +0.9%
OCPWS
2392
One Charles Private Wealth Services
Massachusetts
$902K
AFO
2393
Arrowroot Family Office
California
$901K -$101K -114 -10%
DMBA
2394
Deseret Mutual Benefit Administrators
Utah
$901K -$37.2K -42 -4%
RFP
2395
Root Financial Partners
California
$901K +$183K +206 +25%
AP
2396
Adero Partners
California
$900K -$36.3K -41 -4%
WA
2397
Wealthstream Advisors
New York
$899K -$39K -44 -4%
GWP
2398
Gateway Wealth Partners
Wisconsin
$897K +$185K +209 +26%
WCM
2399
Windsor Capital Management
Arizona
$896K
CG
2400
CFO4Life Group
Texas
$894K +$54.9K +62 +7%