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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 %
HAM
2951
Harmony Asset Management
Arizona
$310K -$36.6K -50 -11%
KI
2952
Kapitalo Investimentos
Brazil
$310K +$310K +423 New
FMI
2953
F/M Investments
District of Columbia
$309K +$5.86K +8 +2%
DWM
2954
Denver Wealth Management
Colorado
$309K -$138K -188 -31%
RAM
2955
Riggs Asset Management
Pennsylvania
$308K +$5.86K +8 +2%
CCIA
2956
Campbell & Co Investment Adviser
Maryland
$308K +$308K +421 New
NFP
2957
Narus Financial Partners
Utah
$308K +$18.3K +25 +6%
SCM
2958
Seascape Capital Management
New Hampshire
$308K
AG
2959
Algert Global
California
$308K +$14.7K +20 +5%
CP
2960
Covenant Partners
Tennessee
$308K
NB
2961
Northwest Bancshares
Pennsylvania
$307K +$307K +419 New
HHRDM
2962
H&H Retirement Design & Management
Nevada
$306K
CNWM
2963
Clay Northam Wealth Management
California
$306K -$8.79K -12 -3%
PWP
2964
Pursue Wealth Partners
California
$306K
WN
2965
Williams & Novak
California
$304K
MIAS
2966
Mason Investment Advisory Services
Virginia
$303K
SFS
2967
Security Financial Services
Indiana
$303K +$28.6K +39 +10%
MWA
2968
Motive Wealth Advisors
Michigan
$303K +$303K +414 New
OPOWM
2969
One Plus One Wealth Management
Florida
$303K
NCFG
2970
New Century Financial Group
New Jersey
$302K +$27.8K +38 +10%
DIM
2971
Delta Investment Management
California
$302K +$19K +26 +7%
PSIWM
2972
Paradigm Strategies in Wealth Management
Minnesota
$300K
SPWM
2973
Schrum Private Wealth Management
Florida
$300K +$300K +409 New
GPA
2974
Guidance Point Advisors
Massachusetts
$299K +$299K +407 New
LRIC
2975
Long Road Investment Counsel
Michigan
$299K