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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 %
BIA
2526
Bigelow Investment Advisors
Maine
$575K +$2.2K +3 +0.4%
LCWP
2527
Legacy Capital Wealth Partners
Arkansas
$574K +$323K +637 +128%
WCM
2528
Wedge Capital Management
North Carolina
$573K -$29.3K -40 -5%
KAS
2529
KPP Advisory Services
Kentucky
$573K +$13.9K +19 +2%
FSA
2530
Financial Security Advisor
Virginia
$573K +$73.3K +100 +15%
PW
2531
Peninsula Wealth
California
$572K +$3.66K +5 +0.6%
CCM
2532
Carlson Capital Management
Minnesota
$572K -$1.31M -1,785 -70%
SW
2533
SMART Wealth
Nebraska
$571K
CCM
2534
Chickasaw Capital Management
Tennessee
$571K
RCA
2535
Ranch Capital Advisors
Florida
$571K +$3.66K +5 +0.6%
JC
2536
JB Capital
Connecticut
$571K +$23.5K +32 +4%
JF
2537
Joule Financial
Kentucky
$570K -$6.59K -9 -1%
BCM
2538
Boltwood Capital Management
California
$569K -$17.6K -24 -3%
VST
2539
Van Strum & Towne
California
$569K
HCM
2540
Howard Capital Management
Georgia
$569K -$22K -30 -4%
FP
2541
Financial Perspectives
Minnesota
$568K -$22.7K -31 -4%
FSC
2542
Full Sail Capital
Oklahoma
$566K -$8.79K -12 -2%
WC
2543
Weil Company
California
$566K +$22K +30 +4%
HI
2544
Hendershot Investments
Virginia
$565K
AFM
2545
Abbot Financial Management
Massachusetts
$564K -$732 -1 -0.1%
FCCM
2546
First City Capital Management
Georgia
$563K -$7.33K -10 -1%
VIP
2547
Vista Investment Partners
Oklahoma
$563K -$2.93K -4 -0.5%
ACM
2548
AUA Capital Management
Pennsylvania
$563K +$13.2K +18 +2%
CD
2549
Chapin Davis
Maryland
$562K +$15.4K +21 +3%
BFG
2550
Beacon Financial Group
Texas
$560K +$3.66K +5 +0.7%