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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 %
BCM
3101
Beddow Capital Management
Wyoming
$249K +$11K +15 +5%
APWM
3102
Atlas Private Wealth Management
New York
$248K +$3.66K +5 +1%
RCM
3103
Rain Capital Management
Oregon
$248K +$7.32K +10 +3%
FC
3104
Financial Council
Maryland
$247K
FFM
3105
Fullerton Fund Management
Singapore
$246K +$246K +336 New
FAM
3106
Flaharty Asset Management
Florida
$246K -$76.3K -104 -24%
WFA
3107
WestHill Financial Advisors
California
$246K +$246K +335 New
EA
3108
Everpar Advisors
Oklahoma
$245K -$11K -15 -4%
LA
3109
Lynch & Associates
Indiana
$245K
TFIPS
3110
Towarzystwo Funduszy Inwestycyjnych PZU SA
$245K +$18.3K +25 +8%
PWP
3111
Precedent Wealth Partners
Texas
$244K
WCM
3112
Westend Capital Management
California
$243K +$243K +332 New
ACG
3113
Allen Capital Group
Nebraska
$242K +$242K +330 New
AWA
3114
Acorn Wealth Advisors
Michigan
$241K +$4.4K +6 +2%
CCMI
3115
Creative Capital Management Investments
California
$241K
RA
3116
Riverstone Advisors
Texas
$241K +$11.7K +16 +5%
RWA
3117
Rooted Wealth Advisors
Illinois
$241K +$1.42K +2 +0.6%
PWM
3118
Penobscot Wealth Management
Maine
$240K
CA
3119
Carson Advisory
Georgia
$240K +$11K +15 +5%
BDF
3120
Black Diamond Financial
Maryland
$240K
CMA
3121
Cedar Mountain Advisors
Oregon
$239K
GIM
3122
Gold Investment Management
Alberta, Canada
$238K +$2.93K +4 +1%
GJCM
3123
Grand Jean Capital Management
California
$238K +$238K +325 New
CCM
3124
Coerente Capital Management
Ontario, Canada
$238K -$11K -15 -4%
RRA
3125
Round Rock Advisors
Connecticut
$238K +$14.6K +20 +7%