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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 %
CAGAS
2826
Capital Advisory Group Advisory Services
Minnesota
$368K -$733 -1 -0.2%
FAFN
2827
First Affirmative Financial Network
Colorado
$367K -$8.8K -12 -2%
DI
2828
DDFG Inc
California
$367K +$36.6K +50 +11%
CPL
2829
CAP Partners LLC
Tennessee
$367K +$732 +1 +0.2%
SWM
2830
Seed Wealth Management
Illinois
$367K
SDAM
2831
Shulman DeMeo Asset Management
New York
$367K
BWM
2832
BlackDiamond Wealth Management
New York
$367K +$15.4K +21 +4%
MWM
2833
Meritas Wealth Management
California
$366K -$7.33K -10 -2%
AC
2834
Avenir Corporation
Virginia
$366K
PIM
2835
Provident Investment Management
Michigan
$366K
PFC
2836
Poplar Forest Capital
California
$366K
SA
2837
Sicart Associates
New York
$366K
VWA
2838
VERITY Wealth Advisors
United States
$366K
CWA
2839
Consilio Wealth Advisors
Washington
$366K +$19.1K +26 +5%
TWM
2840
Thrive Wealth Management
Pennsylvania
$366K -$37.4K -51 -9%
GWM
2841
Greenhouse Wealth Management
Connecticut
$365K +$732 +1 +0.2%
CMAI
2842
Capital Management Associates Inc
Minnesota
$365K +$11K +15 +3%
FFA
2843
Fortune Financial Advisors
Kansas
$365K +$6.6K +9 +2%
HIM
2844
Hillsdale Investment Management
Ontario, Canada
$365K +$61.5K +84 +20%
PCM
2845
Penserra Capital Management
California
$364K -$1.47M -2,014 -80%
WCM
2846
Wealthcare Capital Management
Virginia
$364K -$4.39K -6 -1%
W
2847
WealthCollab
Washington
$363K
HIGP
2848
Hill Investment Group Partners
Missouri
$363K -$136K -186 -27%
SB
2849
Sunflower Bank
Texas
$363K -$14.7K -20 -4%
JWM
2850
Jupiter Wealth Management
Colorado
$363K +$363K +475 New