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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 %
NWA
3051
Navis Wealth Advisors
New York
$271K
OWMIAS
3052
One Wealth Management Investment & Advisory Services
Florida
$270K -$49.1K -67 -15%
VSQM
3053
V-Square Quantitative Management
Illinois
$270K
RIS
3054
Retirement Income Solutions
Michigan
$269K -$11K -15 -4%
CCA
3055
Cora Capital Advisors
New Jersey
$268K
IAA
3056
Ironsides Asset Advisors
North Carolina
$268K +$19.8K +27 +8%
NCM
3057
Next Capital Management
New York
$268K +$268K +366 New
SFA
3058
Source Financial Advisors
New York
$268K +$4.4K +6 +2%
WTFG
3059
Wells Trecaso Financial Group
Ohio
$268K +$5.86K +8 +2%
IWS
3060
Integrity Wealth Solutions
Colorado
$268K
NEWAS
3061
N.E.W. Advisory Services
Wisconsin
$267K +$14K +19 +6%
RK
3062
Rather & Kittrell
Tennessee
$267K +$22.7K +31 +9%
ECM
3063
Elgethun Capital Management
South Dakota
$266K
BFA
3064
Beacon Financial Advisory
Ohio
$266K -$11K -15 -4%
HAG
3065
HF Advisory Group
Maryland
$265K +$265K +362 New
KWM
3066
Koa Wealth Management
California
$264K +$27.1K +37 +11%
FAP
3067
Financial Advisory Partners
Florida
$264K
WAS
3068
Wealth Advisory Solutions
Indiana
$263K +$263K +359 New
AWP
3069
Atlas Wealth Partners
Pennsylvania
$262K -$19.3K -25 -7%
KA
3070
Kure Advisory
Minnesota
$262K -$371K -506 -59%
T
3071
TNF
Montana
$261K +$21.7K +30 +9%
SW
3072
Schulz Wealth
Texas
$261K
LSWM
3073
Lorne Steinberg Wealth Management
Canada
$261K +$14.7K +20 +6%
GA
3074
GoalVest Advisory
New York
$261K +$34.4K +47 +15%
SLA
3075
Silver Lake Advisory
Utah
$261K +$261K +356 New