COST icon

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 %
BP
2876
BNP Paribas
France
$348K +$348K +475 New
BWM
2877
Birchcreek Wealth Management
Ohio
$346K +$46.9K +64 +16%
JWM
2878
Jeppson Wealth Management
California
$346K -$25.6K -35 -7%
SHJ
2879
Sharkey, Howes & Javer
Colorado
$345K +$2.2K +3 +0.6%
SA
2880
Strategic Advocates
Utah
$345K -$8.79K -12 -2%
VC
2881
Vicus Capital
Pennsylvania
$345K +$103K +141 +43%
WWG
2882
West Wealth Group
California
$342K +$8.79K +12 +3%
FFBTD
2883
First Financial Bank - Trust Division
Ohio
$341K -$39.6K -54 -10%
TC
2884
Trust Company
Kansas
$340K -$10.3K -14 -3%
CCA
2885
Cottonwood Capital Advisors
Utah
$339K -$7.18K -10 -2%
OWA
2886
Opal Wealth Advisors
New York
$338K -$61.5K -84 -15%
SWRP
2887
Summit Wealth & Retirement Planning
California
$337K -$68.9K -94 -17%
FCMT
2888
Founders Capital Management (Texas)
Texas
$337K
IP
2889
Intellectus Partners
California
$337K +$2.2K +3 +0.7%
SWM
2890
Soundmark Wealth Management
Washington
$337K -$138K -188 -29%
HKIMG
2891
Hutchens & Kramer Investment Management Group
Indiana
$337K +$16.6K +23 +5%
CWA
2892
Cascade Wealth Advisors
Washington
$336K +$336K +460 New
BCM
2893
Bourgeon Capital Management
Connecticut
$336K +$2.2K +3 +0.7%
E
2894
ETFidea
New York
$336K
WW
2895
Westshore Wealth
California
$336K +$22K +30 +7%
LJHT
2896
Laurie J. Hall Trustee
$335K -$7.31K -10 -2%
HG
2897
Harbor Group
New Hampshire
$335K +$16.1K +22 +5%
BB
2898
Burford Brothers
Texas
$335K +$12.5K +17 +4%
CFGA
2899
Cambridge Financial Group (Arizona)
Arizona
$335K
TA
2900
Townsend & Associates
Colorado
$334K -$71.5K -99 -18%