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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 %
TCMP
3026
Thrive Capital Management (Pennsylvania)
Pennsylvania
$283K -$162K -221 -36%
HF
3027
Halpern Financial
Virginia
$283K
SFS
3028
Summit Financial Strategies
Ohio
$281K -$13.9K -19 -5%
UOTTAIMCU
3029
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$281K -$42.5K -58 -13%
LIM
3030
Lathrop Investment Management
Arkansas
$281K
SEIA
3031
Signature Estate & Investment Advisors
California
$280K -$62.2K -85 -18%
AWA
3032
Archvest Wealth Advisors
California
$280K
GA
3033
GSG Advisors
New Jersey
$279K -$8.46K -12 -3%
EIA
3034
Eldridge Investment Advisors
New Hampshire
$279K
MWA
3035
Martel Wealth Advisors
Washington
$278K -$46.9K -64 -14%
CAM
3036
Capco Asset Management
Florida
$278K
ICP
3037
Interchange Capital Partners
Pennsylvania
$278K -$7.32K -10 -3%
VL
3038
Vima LLC
Michigan
$277K +$16.4K +33 +6%
DA
3039
Detalus Advisors
Missouri
$277K +$8.07K +11 +3%
TC
3040
Tacita Capital
Ontario, Canada
$277K -$24.2K -33 -8%
RS
3041
Rakuten Securities
Japan
$277K +$22K +30 +9%
CCT
3042
Capital City Trust
Florida
$277K -$5.13K -7 -2%
RB
3043
Rodgers Brothers
Pennsylvania
$276K -$3.66K -5 -1%
GA
3044
Greenspring Advisors
Maryland
$276K
BF
3045
Brogan Financial
Tennessee
$276K
CFS
3046
CGC Financial Services
Oregon
$275K +$8.06K +11 +3%
ASW
3047
Astoria Strategic Wealth
Texas
$274K
JHCP
3048
Jackson Hole Capital Partners
Oklahoma
$273K
NCTC
3049
New Covenant Trust Company
Indiana
$273K +$273K +373 New
IP
3050
Isthmus Partners
Wisconsin
$271K -$7.33K -10 -3%