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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 %
FM
2851
Foster & Motley
Ohio
$362K -$10.3K -14 -3%
TCM
2852
Triumph Capital Management
Colorado
$362K +$76.5K +106 +27%
SFG
2853
SevenBridge Financial Group
Pennsylvania
$362K +$16.4K +22 +5%
SF
2854
Schaeffer Financial
Maryland
$361K
FF
2855
Farrell Financial
New York
$361K +$18.3K +25 +5%
GP
2856
Geneva Partners
Wisconsin
$360K +$2.2K +3 +0.6%
FMP
2857
Financial Management Professionals
Texas
$359K -$16.9K -23 -4%
KPWG
2858
KFA Private Wealth Group
Virginia
$358K +$47.6K +65 +15%
6F
2859
626 Financial
Michigan
$358K +$8.06K +11 +2%
HNW
2860
High Note Wealth
Minnesota
$356K +$2.2K +3 +0.6%
MCP
2861
Martin Capital Partners
Oregon
$355K
JLBC
2862
J.L. Bainbridge & Co
Florida
$355K -$10.3K -14 -3%
HIG
2863
Heritage Investment Group
Florida
$354K +$20.5K +28 +6%
VP
2864
Verum Partners
North Carolina
$354K +$8.78K +12 +3%
APW
2865
Austin Private Wealth
Texas
$353K -$2.12K -3 -0.6%
RFG
2866
REAP Financial Group
Texas
$352K -$7.33K -10 -2%
JBA
2867
Johnson Bixby & Associates
Washington
$352K -$24.9K -34 -7%
SWAG
2868
Spectrum Wealth Advisory Group
California
$351K +$1.47K +2 +0.4%
HI
2869
Hoey Investments
Pennsylvania
$350K -$9.52K -13 -3%
HC
2870
Hamilton Capital
Ohio
$350K -$8.06K -11 -2%
SCM
2871
Steele Capital Management
Iowa
$350K
AGM
2872
Alpine Global Management
New York
$349K +$349K +477 New
UWM
2873
USAdvisors Wealth Management
Minnesota
$349K +$13.9K +19 +4%
FVWA
2874
Foster Victor Wealth Advisors
South Carolina
$349K
KFG
2875
Kingdom Financial Group
Arizona
$348K +$348K +475 New