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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 %
AR
2601
Apeiron RIA
Texas
$518K -$52.7K -72 -9%
CBTWT
2602
Community Bank & Trust (Waco, Texas)
Texas
$517K +$7.33K +10 +1%
TSS
2603
Two Sigma Securities
New York
$515K -$15.1M -20,549 -97%
TW
2604
Traveka Wealth
California
$515K -$932K -1,272 -64%
FFA
2605
Fragasso Financial Advisors
Pennsylvania
$515K +$53.5K +73 +12%
APW
2606
Aurora Private Wealth
New Jersey
$514K +$3.61K +5 +0.7%
MHR
2607
Matthew Hamilton Rosenberg
$514K -$4.33K -6 -0.8%
SWM
2608
Selective Wealth Management
Virginia
$513K +$722 +1 +0.1%
LWM
2609
Liberty Wealth Management
California
$512K -$11.7K -16 -2%
SFP
2610
Sandbox Financial Partners
Maryland
$511K +$13.2K +18 +3%
QFA
2611
Quantum Financial Advisors
California
$509K -$119K -162 -19%
RS
2612
Retirement Solution
Washington
$508K +$90.9K +124 +22%
AGC
2613
Aspen Grove Capital
Colorado
$508K +$9.54K +13 +2%
IF
2614
Intrua Financial
Texas
$507K -$395K -539 -44%
WF
2615
Whelan Financial
California
$506K +$82K +112 +19%
FCT
2616
First Community Trust
Iowa
$506K +$337K +460 +200%
WIM
2617
Wittenberg Investment Management
Massachusetts
$505K -$17.6K -24 -3%
4WM
2618
49 Wealth Management
Texas
$505K +$33.2K +46 +7%
S
2619
Sunpointe
Missouri
$505K +$733 +1 +0.1%
BZWA
2620
Blue Zone Wealth Advisors
California
$504K
AHB
2621
Abner Herrman & Brock
New Jersey
$501K -$3.66K -5 -0.7%
RW
2622
RVW Wealth
California
$499K +$237K +324 +91%
FFA
2623
Fi3 Financial Advisors
Indiana
$498K +$58K +78 +13%
LBC
2624
Lowe Brockenbrough & Co
Virginia
$497K -$33K -45 -6%
PIAS
2625
PCA Investment Advisory Services
Ohio
$497K +$5.87K +8 +1%