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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 %
NWM
3001
Northwest Wealth Management
Iowa
$291K +$11K +15 +4%
MWP
3002
Meridian Wealth Partners
Pennsylvania
$291K +$8.78K +12 +3%
PD
3003
Planning Directions
Pennsylvania
$290K +$5.87K +8 +2%
BFS
3004
Burr Financial Services
California
$290K
RWM
3005
Reston Wealth Management
Virginia
$290K +$5.12K +7 +2%
HWP
3006
Heritage Wealth Partners
Ohio
$290K
PCM
3007
Pennsylvania Capital Management
Pennsylvania
$289K -$40.3K -55 -12%
TAM
3008
Titleist Asset Management
Texas
$289K -$989K -1,351 -77%
HWM
3009
HighMark Wealth Management
Minnesota
$288K +$1.5K +2 +0.5%
RIM
3010
Rockbridge Investment Management
New York
$288K
1CP
3011
17 Capital Partners
Arizona
$288K +$4.4K +6 +2%
KIA
3012
KLR Investment Advisors
Rhode Island
$288K
SR
3013
Syntax Research
Florida
$287K
SP
3014
Successful Portfolios
Florida
$287K -$60.8K -83 -17%
BBA
3015
Braun-Bostich & Associates
Pennsylvania
$286K -$19K -26 -6%
RIM
3016
Reliant Investment Management
Tennessee
$286K
MFP
3017
Meridian Financial Partners
Virginia
$286K -$3.58K -5 -1%
LW
3018
Libra Wealth
California
$286K
MF
3019
Montis Financial
Massachusetts
$285K +$33K +45 +13%
HAS
3020
HBW Advisory Services
California
$285K
AIA
3021
Armor Investment Advisors
North Carolina
$284K
GWM
3022
GoalFusion Wealth Management
Texas
$284K
MLFP
3023
MPS Loria Financial Planners
Illinois
$284K
VBFP
3024
Valtinson Bruner Financial Planning
Minnesota
$284K -$10.2K -14 -3%
TSW
3025
Three Seasons Wealth
Utah
$284K