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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 %
WAM
2626
Winslow Asset Management
Ohio
$497K
RB
2627
Renasant Bank
Mississippi
$497K -$4.4K -6 -0.9%
PWP
2628
Phillips Wealth Planners
Mississippi
$496K -$25.1K -35 -5%
IWA
2629
Inspirion Wealth Advisors
Illinois
$495K +$50.6K +69 +11%
OIM
2630
Oder Investment Management
California
$495K +$137K +187 +38%
AWM
2631
Aprio Wealth Management
Georgia
$494K +$168K +229 +51%
VFG
2632
V2 Financial group
Illinois
$494K +$17.6K +24 +4%
NRD
2633
Nebula Research & Development
New York
$494K +$94.5K +129 +24%
PFT
2634
Providence First Trust
Arizona
$493K +$493K +673 New
TSWM
2635
Tyler-Stone Wealth Management
Ohio
$493K -$22.7K -31 -4%
UWS
2636
Unique Wealth Strategies
Illinois
$491K +$491K +671 New
KFS
2637
Kaizen Financial Strategies
California
$491K +$254K +347 +107%
LFP
2638
Lakeshore Financial Planning
Michigan
$490K +$733 +1 +0.1%
CAM
2639
Concorde Asset Management
Michigan
$489K +$13.9K +19 +3%
UIA
2640
Ulland Investment Advisors
Minnesota
$489K +$31.5K +43 +7%
BWM
2641
Blossom Wealth Management
California
$489K -$2.2K -3 -0.4%
GWP
2642
Gen-Wealth Partners
Michigan
$489K +$489K +667 New
IPW
2643
Impact Partnership Wealth
Georgia
$488K +$11.7K +16 +2%
FA
2644
Financial Alternatives
California
$488K
YWS
2645
Yarger Wealth Strategies
Ohio
$488K +$13.9K +19 +3%
1WM
2646
1900 Wealth Management
Texas
$486K -$88K -120 -15%
WPC
2647
White Pine Capital
Minnesota
$485K
TIP
2648
Torray Investment Partners
Maryland
$485K -$147K -200 -23%
CCG
2649
Coastwise Capital Group
California
$484K -$69.6K -95 -13%
TW
2650
Towerpoint Wealth
California
$483K +$79.1K +108 +20%