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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 %
SFG
2976
Summit Financial Group
West Virginia
$299K
AIA
2977
Acute Investment Advisory
Arizona
$298K -$79.1K -108 -21%
PSCM
2978
Per Stirling Capital Management
Texas
$297K -$15.4K -21 -5%
PWA
2979
Peterson Wealth Advisors
Utah
$297K -$149K -203 -33%
SRCM
2980
Signature Resources Capital Management
California
$297K
BRA
2981
Biechele Royce Advisors
Indiana
$297K -$50.6K -69 -15%
GC
2982
Gilbert & Cook
Iowa
$297K -$162K -221 -35%
LIA
2983
LifePlan Investment Advisors
North Carolina
$296K +$296K +404 New
WFA
2984
WMG Financial Advisors
Tennessee
$295K +$36.6K +50 +14%
SWM
2985
Shelton Wealth Management
Texas
$295K -$67.4K -92 -19%
MFC
2986
Morris Financial Concepts
South Carolina
$294K -$5.13K -7 -2%
TPWA
2987
Twin Peaks Wealth Advisors
California
$294K +$8.06K +11 +3%
HCM
2988
HMS Capital Management
Tennessee
$294K
SFWA
2989
Summit Financial Wealth Advisors
Louisiana
$294K +$41.8K +57 +17%
NPT
2990
Nixon Peabody Trust
Massachusetts
$294K +$294K +401 New
QPW
2991
Quantum Private Wealth
Florida
$294K
HAFS
2992
Hapanowicz & Associates Financial Services
Pennsylvania
$293K
LFG
2993
Lockerman Financial Group
California
$293K
ABP
2994
Arthur B. Page
$293K
DCM
2995
Driehaus Capital Management
Illinois
$293K +$293K +400 New
FWP
2996
Firethorn Wealth Partners
Georgia
$293K +$12.4K +17 +4%
FS
2997
Ferguson Shapiro
Georgia
$292K +$3.66K +5 +1%
AIM
2998
Aspen Investment Management
Michigan
$292K +$13.2K +18 +5%
4WM
2999
4J Wealth Management
Virginia
$292K -$7.33K -10 -2%
AHL
3000
Abel Hall LLC
Louisiana
$291K +$11.7K +16 +4%