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Costco

3,384 hedge funds and large institutions have $221B invested in Costco in 2024 Q1 according to their latest regulatory filings, with 219 funds opening new positions, 1,416 increasing their positions, 1,337 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,384
Holders Change
+71
Holders Change %
+2.14%
% of All Funds
49.05%
Holding in Top 10
269
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.94%
% of All Funds
3.9%
New
219
Increased
1,416
Reduced
1,337
Closed
101
Calls
$7.14B
Puts
$8.89B
Net Calls
-$1.75B
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
2476
Alerus Financial
North Dakota
$618K
PGAM
2477
Princeton Global Asset Management
New Jersey
$618K -$33.7K -46 -5%
SC
2478
Sawyer & Company
Massachusetts
$615K
PCH
2479
PGIM Custom Harvest
New Jersey
$615K +$190K +260 +45%
EE
2480
EWG Elevate
California
$615K +$83.5K +114 +16%
VCM
2481
Vivaldi Capital Management
Illinois
$614K -$86.6K -110 -12%
EA
2482
Echo45 Advisors
California
$614K -$9.52K -13 -2%
MLL
2483
Moody Lynn & Lieberson
Massachusetts
$613K -$7.33K -10 -1%
DI
2484
Diligent Investors
California
$613K +$196K +268 +47%
LGA
2485
Lebenthal Global Advisors
New York
$613K +$57.1K +78 +10%
MW
2486
Marcum Wealth
Ohio
$611K -$33.7K -46 -5%
TFGT
2487
TS Financial Group (TSFG)
Illinois
$611K +$90.1K +123 +17%
PWW
2488
Pettyjohn Wood & White
Virginia
$611K -$18.3K -25 -3%
SIA
2489
Sit Investment Associates
Minnesota
$610K
IPAM
2490
Investment Partners Asset Management
New Jersey
$610K +$19.8K +27 +3%
CBT
2491
CoreFirst Bank & Trust
Kansas
$607K
MAG
2492
M3 Advisory Group
Massachusetts
$607K +$154K +210 +34%
F4L
2493
Fortune 45 LLC
Louisiana
$607K +$2.93K +4 +0.5%
GCA
2494
Greenwood Capital Associates
South Carolina
$604K -$78.4K -107 -11%
TWM
2495
TMD Wealth Management
Arizona
$601K -$57.9K -79 -9%
MKC
2496
M. Kraus & Co
Vermont
$601K
TWA
2497
Tandem Wealth Advisors
Arizona
$600K -$52K -71 -8%
KCM
2498
KRS Capital Management
Michigan
$598K -$68.2K -93 -10%
HHWM
2499
Hiley Hunt Wealth Management
Nebraska
$597K +$732 +1 +0.1%
BSI
2500
Bennett Selby Investments
Maine
$597K +$103K +141 +21%