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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 %
CWP
2926
Curated Wealth Partners
California
$383K +$383K +451 New
AWAP
2927
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$383K
HKIMG
2928
Hutchens & Kramer Investment Management Group
Indiana
$383K -$11.8K -14 -3%
SC
2929
Saiph Capital
New Jersey
$382K
PI
2930
Parkside Investments
Illinois
$381K
DA
2931
Detalus Advisors
Missouri
$380K +$58.7K +69 +18%
B
2932
Birchbrook
Maine
$380K
DSAM
2933
Dock Street Asset Management
Florida
$379K +$85K +100 +29%
AT
2934
Arvest Trust
Oklahoma
$379K -$290K -341 -43%
PPW
2935
Pasadena Private Wealth
California
$379K
TA
2936
Townsend & Associates
Colorado
$379K
RWM
2937
RBA Wealth Management
California
$378K -$2.55K -3 -0.7%
MWM
2938
Moulton Wealth Management
Washington
$378K
WFA
2939
WMG Financial Advisors
Tennessee
$377K +$34.9K +41 +10%
TPWA
2940
Twin Peaks Wealth Advisors
California
$377K +$35.7K +42 +10%
HI
2941
Hoey Investments
Pennsylvania
$377K -$29.8K -35 -7%
RA
2942
Riverstone Advisors
Texas
$377K +$96.9K +114 +35%
WH
2943
Willner & Heller
California
$376K +$12.8K +15 +4%
CC
2944
Cornerstone Capital
California
$376K
FWM
2945
Fonville Wealth Management
Virginia
$376K +$14.5K +17 +4%
PWA
2946
PCG Wealth Advisors
Kansas
$374K
MIM
2947
Meixler Investment Management
Arizona
$374K +$11.9K +14 +3%
PAG
2948
Paladin Advisory Group
Iowa
$374K
V
2949
ViaWealth
Kansas
$373K
SNBOSD
2950
Security National Bank of So Dak
Iowa
$373K