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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 %
OBWG
2801
Onyx Bridge Wealth Group
New York
$468K -$14.5K -17 -3%
VFPI
2802
Vantage Financial Partners (Illinois)
Illinois
$467K -$17K -20 -4%
SWM
2803
StoneCrest Wealth Management
Arizona
$467K
VNA
2804
Valley National Advisers
Pennsylvania
$467K -$5.94K -7 -1%
CCB
2805
Cutter & Co Brokerage
Missouri
$467K -$17.9K -21 -4%
YCG
2806
Yeomans Consulting Group
Georgia
$467K +$106K +125 +29%
SCM
2807
Saxony Capital Management
Missouri
$466K
CRIG
2808
Charter Research & Investment Group
Connecticut
$465K
IWM
2809
Integris Wealth Management
California
$465K -$76.5K -90 -14%
CG
2810
Clifford Group
Massachusetts
$464K
BTWM
2811
Baker Tilly Wealth Management
Wisconsin
$464K -$503K -591 -52%
CCM
2812
Coerente Capital Management
Ontario, Canada
$463K +$187K +220 +68%
LC
2813
Landaas & Company
Wisconsin
$463K +$34K +40 +8%
DI
2814
DAGCO Inc
Ohio
$463K -$7.64K -9 -2%
MAA
2815
Matrix Asset Advisors
New York
$462K -$2.55K -3 -0.5%
WIM
2816
Waycross Investment Management
Washington
$460K
BMC
2817
Bear Mountain Capital
Washington
$457K
AWP
2818
Ascent Wealth Partners
New York
$456K -$147K -173 -24%
LWA
2819
Ledgewood Wealth Advisors
New Hampshire
$455K
FAFN
2820
First Affirmative Financial Network
Colorado
$454K +$28.9K +34 +7%
SCM
2821
Steele Capital Management
Iowa
$454K +$48.5K +57 +12%
SWA
2822
Strata Wealth Advisors
Texas
$454K -$51.8K -61 -10%
PWP
2823
Pursue Wealth Partners
California
$454K +$99.4K +117 +28%
AA
2824
AlphaCentric Advisors
Puerto Rico
$454K +$188K +221 +71%
T
2825
TCWP
Ohio
$453K -$11.1K -13 -2%