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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 %
MCM
2401
Magnolia Capital Management
New York
$894K
BFO
2402
Biltmore Family Office
North Carolina
$893K +$66.5K +75 +8%
RTC
2403
Riverview Trust Company
Washington
$892K +$7.09K +8 +0.8%
NWAG
2404
Net Worth Advisory Group
Utah
$890K +$890K +1,004 New
AAG
2405
Armstrong Advisory Group
Massachusetts
$890K +$111K +125 +14%
FZCM
2406
Flynn Zito Capital Management
New York
$887K +$37.2K +42 +4%
FNBOH
2407
First National Bank of Hutchinson
Kansas
$883K -$106K -120 -11%
EA
2408
Emerald Advisers
Pennsylvania
$883K
RWP
2409
Revolve Wealth Partners
New Jersey
$880K +$887 +1 +0.1%
ODIJL
2410
One Day In July LLC
Vermont
$878K +$86K +97 +11%
AFG
2411
Altiora Financial Group
Ohio
$878K
OQS
2412
Occudo Quantitative Strategies
Florida
$875K +$875K +987 New
CWC
2413
Carolinas Wealth Consulting
North Carolina
$873K -$3.54K -4 -0.4%
ARC
2414
Advisor Resource Council
Texas
$873K +$873K +984 New
TFA
2415
Trinity Financial Advisors
Ohio
$872K
KAS
2416
KPP Advisory Services
Kentucky
$871K +$77.1K +87 +10%
PFA
2417
Pettinga Financial Advisors
Indiana
$871K +$887 +1 +0.1%
MCM
2418
McRae Capital Management
New Jersey
$867K
NA
2419
Nottingham Advisors
New York
$866K -$88.7K -100 -9%
NPT
2420
Nixon Peabody Trust
Massachusetts
$866K +$156K +176 +22%
AA
2421
Acorns Advisers
California
$866K +$133K +150 +18%
MAG
2422
M3 Advisory Group
Massachusetts
$866K +$55.8K +63 +7%
IAG
2423
Investmark Advisory Group
Connecticut
$864K -$14.2K -16 -2%
BWM
2424
BCS Wealth Management
Tennessee
$864K +$204K +230 +31%
PMG
2425
Private Management Group
California
$863K