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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 %
FA
2701
FDx Advisors
Illinois
$447K -$643K -878 -59%
MCI
2702
MRP Capital Investments
Georgia
$447K
NRG
2703
Nemes Rush Group
Michigan
$447K -$109K -149 -20%
CCP
2704
Clarity Capital Partners
California
$445K -$8.79K -12 -2%
PFC
2705
Phocas Financial Corp
California
$444K
PFS
2706
Prospect Financial Services
New York
$444K +$74.7K +102 +20%
DCM
2707
DGS Capital Management
New Jersey
$443K +$139K +189 +45%
VPP
2708
Vertex Planning Partners
Illinois
$443K -$33.7K -46 -7%
HB
2709
Horizon Bancorp
Indiana
$443K +$13.9K +19 +3%
SA
2710
Scarborough Advisors
Maryland
$443K +$32.2K +44 +8%
RVPG
2711
Relative Value Partners Group
$443K +$695 +1 +0.2%
GWM
2712
Gitterman Wealth Management
New Jersey
$441K
SSWM
2713
Smith Salley Wealth Management
North Carolina
$440K -$2.49M -3,399 -85%
BAM
2714
BOCHK Asset Management
Hong Kong
$440K -$147K -200 -25%
PNAA
2715
Pictet North America Advisors
Switzerland
$440K +$36.6K +50 +9%
W
2716
Wealthquest
Ohio
$438K +$75.5K +103 +21%
SFC
2717
Swisher Financial Concepts
Ohio
$437K
DWS
2718
Dynamic Wealth Strategies
California
$437K +$7.33K +10 +2%
SWA
2719
Strata Wealth Advisors
Texas
$436K -$452K -617 -51%
CFA
2720
CWS Financial Advisors
Michigan
$435K -$155K -212 -26%
HW
2721
Hamilton Wealth
California
$435K
AAG
2722
Armstrong Advisory Group
Massachusetts
$433K
AIM
2723
Avity Investment Management
Connecticut
$433K -$7.33K -10 -2%
SWC
2724
Spectrum Wealth Counsel
Indiana
$430K +$39.6K +54 +10%
SWM
2725
Scissortail Wealth Management
Oklahoma
$429K -$1.24M -1,686 -74%