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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 %
Arrowstreet Capital
2751
Arrowstreet Capital
Massachusetts
$416K +$416K +568 New
AGA
2752
Arkos Global Advisors
Texas
$415K
ZF
2753
Zega Financial
Florida
$415K +$8.06K +11 +2%
NDSI
2754
Newman Dignan & Sheerar Inc
Rhode Island
$414K -$3.66K -5 -0.9%
OBWG
2755
Onyx Bridge Wealth Group
New York
$413K +$7.29K +10 +2%
GA
2756
Gateway Advisory
New Jersey
$413K +$26.4K +36 +7%
SFWC
2757
Strategic Family Wealth Counselors
New Jersey
$412K -$1.47K -2 -0.4%
THL
2758
Tillman Hartley LLC
Colorado
$412K
MAC
2759
Mason & Associates (California)
California
$412K +$732 +1 +0.2%
BIP
2760
Blue Investment Partners
California
$411K
KFA
2761
Kelleher Financial Advisors
New York
$411K
SEP
2762
Southland Equity Partners
Missouri
$411K +$7.32K +10 +2%
WFS
2763
Widmann Financial Services
Maryland
$410K +$732 +1 +0.2%
EBA
2764
Eagle Bay Advisors
New York
$410K +$89.3K +122 +28%
LAS
2765
LWM Advisory Services
Florida
$410K -$15.4K -21 -4%
AGWCA
2766
Annis Gardner Whiting Capital Advisors
Florida
$409K +$44.7K +61 +12%
ML
2767
McAdam LLC
Pennsylvania
$409K +$15.4K +21 +4%
IWP
2768
Invenio Wealth Partners
Florida
$408K +$33.7K +46 +9%
VNA
2769
Valley National Advisers
Pennsylvania
$407K +$38K +52 +10%
DI
2770
DAGCO Inc
Ohio
$406K -$23.5K -32 -5%
FNFDCM
2771
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$404K
GWM
2772
Gray Wealth Management
Maine
$404K
AF
2773
Affiance Financial
Minnesota
$404K +$5.13K +7 +1%
SWM
2774
StoneCrest Wealth Management
Arizona
$403K
CWP
2775
Capital Wealth Planning
Florida
$402K -$395K -539 -50%