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Costco

3,488 hedge funds and large institutions have $257B invested in Costco in 2024 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,418 increasing their positions, 1,382 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,488
Holders Change
+104
Holders Change %
+3.07%
% of All Funds
50.73%
Holding in Top 10
350
Holding in Top 10 Change
+81
Holding in Top 10 Change %
+30.11%
% of All Funds
5.09%
New
239
Increased
1,418
Reduced
1,382
Closed
92
Calls
$6.61B
Puts
$8.59B
Net Calls
-$1.98B
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
2776
Sunflower Bank
Texas
$488K +$67.1K +79 +16%
SEP
2777
Southland Equity Partners
Missouri
$488K +$11K +13 +2%
AGWCA
2778
Annis Gardner Whiting Capital Advisors
Florida
$487K +$12.8K +15 +3%
VC
2779
Vicus Capital
Pennsylvania
$487K +$86.7K +102 +22%
SWC
2780
Spectrum Wealth Counsel
Indiana
$481K -$17.9K -21 -4%
Cohen & Steers
2781
Cohen & Steers
New York
$481K -$8.5K -10 -2%
PFS
2782
Prospect Financial Services
New York
$480K -$34.8K -41 -7%
IGWM
2783
ICA Group Wealth Management
Colorado
$480K -$2.08M -2,444 -81%
MAC
2784
Mason & Associates (California)
California
$478K
FNFDCM
2785
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$478K +$8.5K +10 +2%
SFWC
2786
Strategic Family Wealth Counselors
New Jersey
$477K -$850 -1 -0.2%
BIP
2787
Blue Investment Partners
California
$477K
KFA
2788
Kelleher Financial Advisors
New York
$477K
BB
2789
Burford Brothers
Texas
$475K +$86.7K +102 +22%
JWM
2790
Jupiter Wealth Management
Colorado
$475K +$84.7K +103 +22%
BDF
2791
Black Diamond Financial
Maryland
$474K +$165K +194 +53%
PS
2792
Planned Solutions
California
$473K -$51K -60 -10%
EBA
2793
Eagle Bay Advisors
New York
$472K -$3.4K -4 -0.7%
SI
2794
Saxon Interests
Texas
$471K -$17K -20 -3%
BHWM
2795
Beaird Harris Wealth Management
Texas
$471K +$35.7K +42 +8%
JJBC
2796
James J. Burns & Company
New York
$471K +$471K +554 New
SXL
2797
Summit X LLC
Missouri
$470K +$89.3K +105 +23%
FFB
2798
First Financial Bankshares
Texas
$470K -$143K -168 -23%
GWM
2799
Gray Wealth Management
Maine
$468K
EWM
2800
Elevatus Welath Management
New York
$468K -$25.5K -30 -5%