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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 %
ACH
2501
ArrowMark Colorado Holdings
Colorado
$596K
HCC
2502
Hirtle Callaghan & Co
Pennsylvania
$596K -$102K -139 -15%
KWM
2503
KFG Wealth Management
Indiana
$595K -$43.2K -59 -7%
AWA
2504
Alaska Wealth Advisors
Alaska
$594K -$130K -177 -18%
EB
2505
Exchange Bank
California
$592K
EAM
2506
Evanson Asset Management
California
$591K -$22K -30 -4%
VC
2507
Veery Capital
Delaware
$591K -$1.47K -2 -0.2%
ECU
2508
Eisler Capital (UK)
United Kingdom
$590K -$2.17M -2,960 -79%
CIM
2509
Contravisory Investment Management
Massachusetts
$590K +$160K +218 +37%
GFA
2510
Gallagher Fiduciary Advisors
Illinois
$589K -$68.9K -94 -10%
EFI
2511
EHP Funds Inc
Canada
$586K -$440K -600 -43%
GCM
2512
Gladius Capital Management
Illinois
$586K +$586K +800 New
ODIJL
2513
One Day In July LLC
Vermont
$584K +$166K +226 +40%
GA
2514
Goldstein Advisors
Wisconsin
$583K -$2.93K -4 -0.5%
MIM
2515
Manitou Investment Management
Ontario, Canada
$582K
SNB
2516
Security National Bank
Nebraska
$582K
FWM
2517
Fairhaven Wealth Management
Illinois
$582K +$2.93K +4 +0.5%
BAM
2518
Bosun Asset Management
Illinois
$582K -$13.9K -19 -2%
BFO
2519
Biltmore Family Office
North Carolina
$582K +$5.86K +8 +1%
AWM
2520
Austin Wealth Management
Texas
$581K -$28.1K -35 -5%
SDWMA
2521
Schneider Downs Wealth Management Advisors
Pennsylvania
$581K +$38.8K +53 +7%
PHS
2522
Pekin Hardy Strauss
Illinois
$580K +$183K +250 +46%
SC
2523
Scholtz & Company
Connecticut
$579K -$18.3K -25 -3%
SCA
2524
Sandy Cove Advisors
Massachusetts
$578K +$73.3K +100 +15%
AT
2525
Arvest Trust
Oklahoma
$577K -$59.3K -81 -9%