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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 %
SFS
3026
Summit Financial Strategies
Ohio
$337K +$11.1K +13 +3%
THL
3027
Tillman Hartley LLC
Colorado
$337K -$140K -165 -29%
PD
3028
Planning Directions
Pennsylvania
$337K +$850 +1 +0.3%
MFP
3029
Meridian Financial Partners
Virginia
$336K
TSW
3030
Three Seasons Wealth
Utah
$336K -$3.4K -4 -1%
JSAM
3031
J. Safra Asset Management
New York
$336K +$75.6K +89 +29%
KA
3032
Kure Advisory
Minnesota
$335K +$31.4K +37 +10%
RIM
3033
Rockbridge Investment Management
New York
$334K
AIM
3034
Aspen Investment Management
Michigan
$334K -$4.25K -5 -1%
SR
3035
Syntax Research
Florida
$333K
RIM
3036
Reliant Investment Management
Tennessee
$332K
LW
3037
Libra Wealth
California
$331K
MLFP
3038
MPS Loria Financial Planners
Illinois
$330K
VBFP
3039
Valtinson Bruner Financial Planning
Minnesota
$329K
RIS
3040
Retirement Income Solutions
Michigan
$329K +$17K +20 +5%
ST
3041
Sageworth Trust
Pennsylvania
$328K +$328K +386 New
UOTTAIMCU
3042
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$326K
HWM
3043
HighMark Wealth Management
Minnesota
$326K
UWM
3044
USAdvisors Wealth Management
Minnesota
$326K -$79K -93 -19%
LIM
3045
Lathrop Investment Management
Arkansas
$326K
OAM
3046
Occidental Asset Management
California
$326K +$326K +383 New
KPWG
3047
KFA Private Wealth Group
Virginia
$325K -$90K -106 -22%
NEWAS
3048
N.E.W. Advisory Services
Wisconsin
$325K +$15.3K +18 +5%
APW
3049
Austin Private Wealth
Texas
$325K -$101K -119 -24%
GGA
3050
Granite Group Advisors
Connecticut
$325K -$490K -576 -60%