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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 %
MS
2901
Madden Securities
Texas
$332K -$35.9K -49 -10%
LCC
2902
Lincoln Capital Corp
Rhode Island
$332K -$5.86K -8 -2%
RCI
2903
RS Crum Inc
California
$331K -$54.2K -74 -14%
AWAP
2904
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$330K
SXL
2905
Summit X LLC
Missouri
$329K
SC
2906
Saiph Capital
New Jersey
$329K +$329K +449 New
PFA
2907
Pathway Financial Advisers
Indiana
$329K -$30.8K -42 -9%
PI
2908
Parkside Investments
Illinois
$328K -$1.75M -2,387 -84%
RWM
2909
RBA Wealth Management
California
$328K -$732 -1 -0.2%
B
2910
Birchbrook
Maine
$327K
SAM
2911
Secure Asset Management
Michigan
$327K +$36.6K +50 +13%
IWA
2912
IBEX Wealth Advisors
New Jersey
$327K +$325K +712 +17,800%
PPW
2913
Pasadena Private Wealth
California
$326K
PGA
2914
Portland Global Advisors
Maine
$325K
LCM
2915
LVM Capital Management
Michigan
$324K -$4.4K -6 -1%
CC
2916
Cornerstone Capital
California
$324K
RC
2917
Reik & Co
New York
$324K
CYG
2918
Clean Yield Group
Vermont
$323K -$44K -60 -12%
SCA
2919
STALEY CAPITAL ADVISERS
Pennsylvania
$323K
PWA
2920
PCG Wealth Advisors
Kansas
$322K
MAG
2921
Mayfair Advisory Group
Alabama
$322K +$41.1K +56 +15%
HWA
2922
HHM Wealth Advisors
Tennessee
$322K
SNBOSD
2923
Security National Bank of So Dak
Iowa
$322K
V
2924
ViaWealth
Kansas
$321K +$732 +1 +0.2%
SWM
2925
Seaside Wealth Management
California
$321K -$8.79K -12 -3%