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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 %
HCM
2651
Hutchinson Capital Management
California
$482K +$1.47K +2 +0.3%
MWA
2652
MN Wealth Advisors
Kansas
$481K -$33K -45 -6%
PC
2653
Port Capital
Illinois
$481K +$153K +209 +47%
FCIM
2654
Fairview Capital Investment Management
California
$479K +$76.2K +104 +19%
FFG
2655
Frisch Financial Group
New York
$479K -$30K -41 -6%
BPFA
2656
Barnes Pettey Financial Advisors
Mississippi
$478K
CCT
2657
Chemung Canal Trust
New York
$478K -$85.7K -117 -15%
LF
2658
Lantz Financial
Illinois
$478K +$2.93K +4 +0.6%
CS
2659
Crescent Sterling
Louisiana
$476K +$47.6K +65 +11%
UBV
2660
United Bank (Virginia)
Virginia
$474K -$366K -499 -44%
WRPWM
2661
Werba Rubin Papier Wealth Management
California
$473K +$732 +1 +0.2%
CCP
2662
Carmel Capital Partners
California
$473K -$33K -45 -7%
TFG
2663
Taylor Financial Group
Virginia
$473K -$40.3K -55 -8%
GC
2664
Gibson Capital
Pennsylvania
$473K
XS
2665
XR Securities
Illinois
$473K +$473K +645 New
FWM
2666
FFT Wealth Management
Pennsylvania
$472K -$82.9K -113 -15%
UW
2667
Unique Wealth
Florida
$471K +$1.47K +2 +0.3%
EIA
2668
Edgemoor Investment Advisors
Maryland
$470K +$75.5K +103 +19%
DWG
2669
Darden Wealth Group
Michigan
$469K
AIM
2670
Allen Investment Management
New York
$469K -$40.3K -55 -8%
SCA
2671
Stonebridge Capital Advisors
Minnesota
$468K +$114K +156 +32%
EDRH
2672
Edmond de Rothschild Holding
Switzerland
$467K -$54.9K -75 -11%
FIBT
2673
First International Bank & Trust
North Dakota
$467K
AA
2674
Acorns Advisers
California
$467K +$213K +291 +84%
HCP
2675
Holt Capital Partners
Texas
$467K -$16.1K -22 -3%