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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 %
SCP
2551
Seizert Capital Partners
Michigan
$559K
MGWM
2552
Marks Group Wealth Management
Minnesota
$559K +$15.4K +21 +3%
GWP
2553
Gateway Wealth Partners
Wisconsin
$555K +$111K +151 +25%
DWAM
2554
Duncan Williams Asset Management
Tennessee
$553K +$553K +755 New
KCFA
2555
Key Client Fiduciary Advisors
New Jersey
$553K +$88.7K +121 +19%
BHA
2556
Beech Hill Advisors
New York
$553K -$73.3K -100 -12%
CA
2557
Cambridge Advisors
Nebraska
$550K +$2.2K +3 +0.4%
IF
2558
Insight Folios
North Carolina
$550K +$8.06K +11 +1%
BWM
2559
BCS Wealth Management
Tennessee
$549K -$44K -60 -7%
WAG
2560
Winthrop Advisory Group
Massachusetts
$549K +$24.9K +34 +5%
PCMC
2561
Private Capital Management (Colorado)
Colorado
$548K +$122K +166 +29%
RA
2562
Rise Advisors
New York
$548K +$161K +220 +42%
CIAS
2563
CFS Investment Advisory Services
New Jersey
$546K +$283K +386 +108%
TFO
2564
Tarbox Family Office
California
$546K
AC
2565
Asio Capital
Kentucky
$546K +$20.5K +28 +4%
HCA
2566
Horan Capital Advisors
Ohio
$544K -$49.1K -67 -8%
WTA
2567
Washington Trust Advisors
Massachusetts
$544K -$6.6K -9 -1%
ACA
2568
American Capital Advisory
Idaho
$544K +$77K +155 +17%
NL
2569
Navalign LLC
California
$543K -$11K -15 -2%
GAM
2570
Garrison Asset Management
Arkansas
$542K
AIA
2571
AIMZ Investment Advisors
California
$542K
FTIS
2572
First Trust Investment Solutions
Florida
$540K +$92.3K +126 +21%
VF
2573
Vest Financial
Virginia
$539K +$539K +737 New
MCM
2574
Monument Capital Management
Virginia
$537K +$3.67K +5 +0.7%
AFA
2575
Atlas Financial Advisors
California
$537K +$227K +310 +73%