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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 %
IWM
2676
Integris Wealth Management
California
$466K -$25.6K -35 -5%
OGF
2677
Orin Green Financial
California
$466K -$419K -636 Closed
TNB
2678
Thomasville National Bank
Georgia
$465K +$8.06K +11 +2%
CWA
2679
Centennial Wealth Advisory
Michigan
$465K +$28.6K +39 +7%
CPRC
2680
Consolidated Portfolio Review Corp
New York
$463K -$849K -1,158 -65%
AOI
2681
Auto-Owners Insurance
Michigan
$462K
CFG
2682
Carr Financial Group
Massachusetts
$462K +$3.66K +5 +0.8%
MA
2683
MCF Advisors
Kentucky
$461K -$48.4K -66 -9%
TSWM
2684
Triangle Securities Wealth Management
North Carolina
$460K -$1.47K -2 -0.3%
ACA
2685
Affinity Capital Advisors
California
$459K +$11K +15 +2%
VCAM
2686
Van Cleef Asset Management
Ohio
$459K
IFO
2687
Independent Family Office
New York
$459K +$41K +56 +10%
WJA
2688
Willis Johnson & Associates
Texas
$458K +$458K +625 New
ACM
2689
Absolute Capital Management
Pennsylvania
$456K +$456K +622 New
WWM
2690
WJ Wealth Management
Arizona
$456K
ACA
2691
Atlas Capital Advisors
Wyoming
$455K -$3.57M -4,873 -89%
MAM
2692
Milestone Asset Management
Pennsylvania
$455K +$455K +621 New
EC
2693
EdgeRock Capital
Colorado
$454K +$20.5K +28 +5%
MC
2694
Miramar Capital
Illinois
$454K
SWM
2695
SilverOak Wealth Management
Minnesota
$453K +$73.3K +100 +19%
FCFC
2696
First Citizens Financial Corp
Iowa
$452K
PS
2697
Planned Solutions
California
$452K +$732 +1 +0.2%
SL
2698
SFM LLC
New Hampshire
$448K -$9.52K -13 -2%
CCM
2699
Canal Capital Management
Virginia
$448K -$3.66K -5 -0.8%
HWA
2700
Heartwood Wealth Advisors
Virginia
$448K -$6.59K -9 -1%