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Costco

3,488 hedge funds and large institutions have $257B invested in Costco in 2024 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,418 increasing their positions, 1,382 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,488
Holders Change
+104
Holders Change %
+3.07%
% of All Funds
50.73%
Holding in Top 10
350
Holding in Top 10 Change
+81
Holding in Top 10 Change %
+30.11%
% of All Funds
5.09%
New
239
Increased
1,418
Reduced
1,382
Closed
92
Calls
$6.61B
Puts
$8.59B
Net Calls
-$1.98B
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Shares
Change %
S
2626
Sunpointe
Missouri
$609K +$23K +27 +4%
PAM
2627
Palisade Asset Management
Minnesota
$608K
GCA
2628
Greenwood Capital Associates
South Carolina
$606K -$95.2K -112 -14%
HI
2629
Hendershot Investments
Virginia
$606K -$49.3K -58 -8%
CBT
2630
CoreFirst Bank & Trust
Kansas
$605K -$99.4K -117 -14%
CP
2631
Camelot Portfolios
Ohio
$605K +$605K +711 New
DIA
2632
Davidson Investment Advisors
Montana
$604K -$6.8K -8 -1%
FCT
2633
First Community Trust
Iowa
$603K +$16.2K +19 +3%
KL
2634
KWMG LLC
Kansas
$601K +$601K +707 New
PWP
2635
Phillips Wealth Planners
Mississippi
$600K -$12.4K -14 -2%
EA
2636
Echo45 Advisors
California
$600K -$112K -132 -16%
RCM
2637
Requisite Capital Management
Texas
$600K +$600K +706 New
WJA
2638
Willis Johnson & Associates
Texas
$599K +$68K +80 +13%
BFA
2639
Bill Few Associates
Pennsylvania
$599K -$10.2K -12 -2%
FM
2640
Family Management
New York
$597K -$22.1K -26 -4%
CWA
2641
Centennial Wealth Advisory
Michigan
$596K +$57.8K +68 +11%
4WM
2642
49 Wealth Management
Texas
$596K +$4.23K +5 +0.7%
LWM
2643
Liberty Wealth Management
California
$596K +$551K +8,493 +1,217%
MUAMU
2644
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$595K -$255K -300 -30%
MHR
2645
Matthew Hamilton Rosenberg
$594K -$8.46K -10 -1%
AR
2646
Apeiron RIA
Texas
$594K -$8.5K -10 -1%
EC
2647
EdgeRock Capital
Colorado
$591K +$62.9K +74 +12%
CBTWT
2648
Community Bank & Trust (Waco, Texas)
Texas
$591K -$8.5K -10 -1%
EF
2649
Exeter Financial
Arizona
$590K -$213K -250 -26%
TW
2650
Towerpoint Wealth
California
$588K +$28.1K +33 +5%