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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 %
EGA
3076
E&G Advisors
Texas
$259K +$30.8K +42 +13%
LA
3077
Latitude Advisors
Florida
$259K -$44.7K -61 -15%
FWM
3078
Foguth Wealth Management
Michigan
$259K +$259K +353 New
CSIA
3079
Charles Schwab Investment Advisory
California
$258K
CIA
3080
Cascade Investment Advisors
Oregon
$257K +$8.06K +11 +3%
MFG
3081
Midwest Financial Group
Kansas
$257K +$257K +351 New
TCM
3082
Towercrest Capital Management
Pennsylvania
$257K +$257K +351 New
SVWG
3083
Shared Vision Wealth Group
United States
$256K -$24.2K -33 -9%
PCM
3084
Perkins Capital Management
Minnesota
$256K
SF
3085
Safeguard Financial
Wisconsin
$256K +$24.9K +34 +11%
MHWM
3086
Montz Harcus Wealth Management
Louisiana
$255K +$732 +1 +0.3%
AWMG
3087
Alliance Wealth Management Group
New Jersey
$254K +$254K +347 New
DSAM
3088
Dock Street Asset Management
Florida
$253K +$26.4K +36 +12%
TAM
3089
Tucker Asset Management
Colorado
$253K +$73.2K +100 +41%
LAM
3090
LifePro Asset Management
California
$253K -$886K -1,209 -78%
AIP
3091
Almanack Investment Partners
Pennsylvania
$253K +$253K +345 New
OPTFSNA
3092
Old Point Trust & Financial Services N A
Virginia
$252K +$75.5K +103 +43%
FPB
3093
First PREMIER Bank
South Dakota
$252K -$16.8K -23 -6%
SF
3094
SWP Financial
California
$251K +$5.85K +8 +2%
CMP
3095
Coston McIsaac & Partners
Maine
$251K
RG
3096
Retirement Group
California
$251K +$4.39K +6 +2%
ACM
3097
Advance Capital Management
Michigan
$251K +$19.1K +26 +8%
TFG
3098
Team Financial Group
California
$251K +$733 +1 +0.3%
SM
3099
Sensible Money
Arizona
$250K -$111K -152 -31%
SFS
3100
Sharp Financial Services
Pennsylvania
$249K