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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 %
WSWA
2926
Warren Street Wealth Advisors
California
$321K +$8.06K +11 +3%
AWP
2927
Accretive Wealth Partners
New Jersey
$320K +$12.6K +17 +4%
PAG
2928
Paladin Advisory Group
Iowa
$319K
SCM
2929
Stordahl Capital Management
Colorado
$319K -$2.93K -4 -0.9%
HWM
2930
Howard Wealth Management
Connecticut
$319K +$16.9K +23 +6%
NCM
2931
NCM Capital Management
New Jersey
$317K -$20.5K -28 -6%
NRC
2932
New Republic Capital
North Carolina
$317K +$16.9K +23 +6%
SCM
2933
Stonehearth Capital Management
Massachusetts
$316K
WAM
2934
WNY Asset Management
New York
$315K -$36.6K -50 -10%
HWM
2935
HRC Wealth Management
Idaho
$315K +$45.4K +62 +17%
BMD
2936
Better Money Decisions
New Mexico
$314K -$30K -41 -9%
ST
2937
Sabal Trust
Florida
$313K -$262K -357 -46%
CMBA
2938
C.M. Bidwell & Associates
Hawaii
$313K -$2.93K -4 -0.9%
GPA
2939
Guerra Pan Advisors
New Jersey
$313K
WH
2940
Willner & Heller
California
$313K -$18.3K -25 -6%
EFA
2941
Edge Financial Advisors
Illinois
$313K +$313K +427 New
NFG
2942
Northeast Financial Group
Pennsylvania
$312K -$603K -823 -66%
PP
2943
PrairieView Partners
Minnesota
$312K +$2.2K +3 +0.7%
MWM
2944
Moulton Wealth Management
Washington
$312K +$732 +1 +0.2%
MIM
2945
Meixler Investment Management
Arizona
$312K +$9.51K +13 +3%
ACC
2946
Acorn Creek Capital
Colorado
$312K +$3.67K +5 +1%
FWM
2947
Fonville Wealth Management
Virginia
$311K
NIM
2948
Nicollet Investment Management
Minnesota
$311K
YCG
2949
Yeomans Consulting Group
Georgia
$311K +$17.6K +24 +6%
FWI
2950
Facet Wealth Inc
Maryland
$310K +$87K +115 +39%