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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 %
JCM
2726
Jacobsen Capital Management
Utah
$429K -$7.33K -10 -2%
WAM
2727
Walker Asset Management
Missouri
$429K -$39.6K -54 -8%
TCWM
2728
Total Clarity Wealth Management
Illinois
$426K +$32.2K +44 +8%
CKAIS
2729
Christensen King & Associates Investment Services
Washington
$426K -$35.2K -48 -8%
PHWM
2730
Pine Harbor Wealth Management
Maryland
$426K +$1.47K +2 +0.3%
KFI
2731
Key Financial Inc
Pennsylvania
$426K -$5.13K -7 -1%
CP
2732
Castleview Partners
Texas
$425K +$22.7K +31 +6%
MCIA
2733
Mountain Capital Investment Advisors
Colorado
$425K +$40.2K +56 +10%
EWM
2734
Elevatus Welath Management
New York
$425K -$2.93K -4 -0.7%
PSF
2735
Pacific Sun Financial
California
$424K -$2.2K -3 -0.5%
TCOTS
2736
Trust Company of the South
North Carolina
$423K -$410K -559 -49%
GDP
2737
Great Diamond Partners
Maine
$423K +$5.13K +7 +1%
BMM
2738
Berkshire Money Management
Massachusetts
$423K +$423K +577 New
Cohen & Steers
2739
Cohen & Steers
New York
$422K
SFPG
2740
Stonebridge Financial Planning Group
Florida
$422K -$36.6K -50 -8%
ES
2741
ETF Store
Kansas
$421K
SI
2742
Saxon Interests
Texas
$421K +$16.9K +23 +4%
TBWA
2743
Three Bridge Wealth Advisors
California
$421K
GA
2744
GFS Advisors
Texas
$420K +$5.13K +7 +1%
BAG
2745
Bridgewealth Advisory Group
California
$420K +$8.79K +12 +2%
CWA
2746
CM Wealth Advisors
Ohio
$419K +$33.2K +43 +9%
VFPI
2747
Vantage Financial Partners (Illinois)
Illinois
$418K -$40.3K -55 -9%
CCB
2748
Cutter & Co Brokerage
Missouri
$417K +$25.6K +35 +7%
MIC
2749
Means Investment Company
Maine
$417K -$9.53K -13 -2%
CWM
2750
Chesapeake Wealth Management
Virginia
$417K -$33.7K -46 -7%