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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 %
GCA
2801
Gradient Capital Advisors
California
$381K -$9.52K -13 -2%
KFGK
2802
Keystone Financial Group (Kentucky)
Kentucky
$380K +$67.4K +92 +22%
ELM
2803
Elite Life Management
Florida
$380K +$1.47K +2 +0.4%
BAM
2804
Blueshift Asset Management
New Jersey
$380K -$455K -621 -55%
MA
2805
MAS Advisors
Florida
$379K +$1.47K +2 +0.4%
CF
2806
Convergence Financial
Missouri
$379K +$379K +517 New
SI
2807
Seeds Investor
New York
$377K +$377K +514 New
GHAM
2808
Gilman Hill Asset Management
Connecticut
$376K +$49.1K +67 +15%
RA
2809
Rodgers & Associates
Pennsylvania
$376K
MIM
2810
Martin Investment Management
Florida
$376K -$7.33K -10 -2%
CE
2811
Cornerstone Enterprises
Wisconsin
$375K -$9.38K -13 -2%
SWA
2812
Sax Wealth Advisors
New Jersey
$375K +$32.9K +45 +10%
BHWM
2813
Beaird Harris Wealth Management
Texas
$375K +$11K +15 +3%
VFPW
2814
Vantage Financial Partners (Wisconsin)
Wisconsin
$375K +$11K +15 +3%
MS
2815
Mizuho Securities
Japan
$374K +$315K +430 +538%
RP
2816
Riverwater Partners
Wisconsin
$374K +$374K +510 New
MAG
2817
MRA Advisory Group
New Jersey
$372K +$372K +508 New
WWM
2818
Wolff Wiese Magana
California
$370K -$9.52K -13 -3%
PFA
2819
Petra Financial Advisors
Colorado
$370K +$35.5K +49 +11%
FWM
2820
FSA Wealth Management
Massachusetts
$370K +$26.4K +36 +8%
LC
2821
Landaas & Company
Wisconsin
$370K +$29.3K +40 +9%
CNAM
2822
Campbell Newman Asset Management
Wisconsin
$370K
CCWM
2823
Correct Capital Wealth Management
Missouri
$369K
IIL
2824
Insight Inv LLC
California
$369K
OMC
2825
Overbrook Management Corp
New York
$368K -$770K -1,051 -68%