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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
2576
Apexium Financial
Texas
$536K -$22.7K -31 -4%
IWM
2577
Iams Wealth Management
Nebraska
$536K +$1.5K +2 +0.3%
MCWA
2578
Meadow Creek Wealth Advisors
Georgia
$535K +$242K +331 +83%
TIM
2579
Thompson Investment Management
Wisconsin
$535K
FA
2580
Fiducient Advisors
Illinois
$534K -$11.7K -16 -2%
FM
2581
Family Management
New York
$533K -$15.4K -21 -3%
PPC
2582
Park Place Capital
Alabama
$532K -$223K -305 -30%
CBB
2583
Citizens Business Bank
California
$530K
FCM
2584
Firestone Capital Management
Florida
$530K -$733 -1 -0.1%
FFB
2585
First Financial Bankshares
Texas
$528K +$26.4K +36 +5%
RCWM
2586
Royal Capital Wealth Management
Indiana
$528K
LCM
2587
Lazari Capital Management
California
$528K -$33.7K -46 -6%
SIS
2588
Sound Income Strategies
Florida
$527K +$35.2K +48 +7%
DIA
2589
Davidson Investment Advisors
Montana
$527K +$14.6K +20 +3%
AWM
2590
Abound Wealth Management
Tennessee
$526K +$9.53K +13 +2%
SMG
2591
Smart Money Group
Texas
$526K +$179K +248 +52%
TLCM
2592
Twin Lakes Capital Management
California
$526K
BFA
2593
Bill Few Associates
Pennsylvania
$525K -$7.33K -10 -1%
PAM
2594
Palisade Asset Management
Minnesota
$524K -$25.6K -35 -5%
HP
2595
Hyperion Partners
Pennsylvania
$523K -$60.8K -83 -10%
LWM
2596
Lakeridge Wealth Management
Ohio
$523K -$36.7K -50 -7%
AMBIA
2597
Allen Mooney & Barnes Investment Advisors
Georgia
$521K +$5.13K +7 +1%
AWP
2598
Ascent Wealth Partners
New York
$520K
BAM
2599
BOS Asset Management
Illinois
$519K
BCP
2600
Berkeley Capital Partners
Georgia
$519K