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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 %
ETIA
2776
Epic Trust Investment Advisors
Washington
$402K +$24.2K +33 +6%
SCM
2777
Saxony Capital Management
Missouri
$401K +$56.4K +77 +16%
MAA
2778
Matrix Asset Advisors
New York
$401K
CRIG
2779
Charter Research & Investment Group
Connecticut
$401K
CG
2780
Clifford Group
Massachusetts
$400K
T
2781
TCWP
Ohio
$400K
MSWM
2782
McGlone Suttner Wealth Management
Wisconsin
$397K +$46.9K +64 +13%
GWM
2783
GDS Wealth Management
Texas
$397K +$102K +139 +34%
WIM
2784
Waycross Investment Management
Washington
$396K
CCG
2785
Chatham Capital Group
Georgia
$394K
BAM
2786
Berkshire Asset Management
Pennsylvania
$393K -$7.33K -10 -2%
AWM
2787
Accel Wealth Management
Iowa
$392K +$152K +208 +63%
LWA
2788
Ledgewood Wealth Advisors
New Hampshire
$392K
UI
2789
Unconventional Investor
New Hampshire
$390K
RFP
2790
Root Financial Partners
California
$389K +$389K +531 New
FNB
2791
Farmers National Bank
Kentucky
$388K +$98.2K +134 +34%
BMC
2792
Bear Mountain Capital
Washington
$388K
MBI
2793
May Barnhard Investments
Maryland
$387K -$78.5K -107 -17%
WMA
2794
West Michigan Advisors
Michigan
$386K -$143K -195 -27%
EIG
2795
Ellenbecker Investment Group
Wisconsin
$386K -$7.33K -10 -2%
VAM
2796
Verity Asset Management
North Carolina
$385K -$2.2K -3 -0.6%
SIC
2797
Samalin Investment Counsel
New York
$384K -$26.4K -36 -6%
E3F
2798
Eight 31 Financial
Texas
$382K +$15.4K +21 +4%
FIM
2799
FWL Investment Management
Texas
$381K +$377K +515 +10,300%
WLPWM
2800
Walled Lake Planning & Wealth Management
Illinois
$381K +$5.86K +8 +2%