COST icon

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 %
PCM
2826
Pennsylvania Capital Management
Pennsylvania
$453K +$117K +138 +35%
UI
2827
Unconventional Investor
New Hampshire
$452K
WMA
2828
West Michigan Advisors
Michigan
$452K +$4.25K +5 +0.9%
RA
2829
Rodgers & Associates
Pennsylvania
$451K +$15.3K +18 +4%
FVWA
2830
Foster Victor Wealth Advisors
South Carolina
$451K +$46K +54 +11%
IWP
2831
Invenio Wealth Partners
Florida
$450K -$23.8K -28 -5%
MBI
2832
May Barnhard Investments
Maryland
$449K
AWA
2833
Alaska Wealth Advisors
Alaska
$449K -$240K -282 -35%
CE
2834
Cornerstone Enterprises
Wisconsin
$449K +$6.8K +8 +2%
EIG
2835
Ellenbecker Investment Group
Wisconsin
$448K +$850 +1 +0.2%
UBV
2836
United Bank (Virginia)
Virginia
$448K -$102K -120 -19%
SWM
2837
Scissortail Wealth Management
Oklahoma
$447K -$51K -60 -10%
GAG
2838
Goodman Advisory Group
Massachusetts
$446K -$1.18M -1,389 -73%
3IP
2839
3Chopt Investment Partners
Virginia
$446K +$446K +525 New
ELM
2840
Elite Life Management
Florida
$445K +$4.25K +5 +1%
CMAI
2841
Capital Management Associates Inc
Minnesota
$444K +$20.4K +24 +5%
E3F
2842
Eight 31 Financial
Texas
$444K +$850 +1 +0.2%
MIM
2843
Martin Investment Management
Florida
$444K +$7.65K +9 +2%
EA
2844
Everpar Advisors
Oklahoma
$444K +$159K +187 +56%
JLBC
2845
J.L. Bainbridge & Co
Florida
$443K +$31.5K +37 +8%
CFO
2846
Callan Family Office
Pennsylvania
$443K +$443K +521 New
CP
2847
Castleview Partners
Texas
$442K -$51.8K -61 -10%
GCA
2848
Gradient Capital Advisors
California
$442K
TWM
2849
Thrive Wealth Management
Pennsylvania
$441K +$17K +20 +4%
MA
2850
MAS Advisors
Florida
$439K