COST icon

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 %
SAI
3126
Savvy Advisors Inc
New York
$237K +$237K +323 New
CPP
3127
Capasso Planning Partners
South Carolina
$237K -$1.47K -2 -0.6%
SAM
3128
Smithbridge Asset Management
Pennsylvania
$237K -$24.9K -34 -10%
BCM
3129
BluePointe Capital Management
California
$236K -$9.52K -13 -4%
BF
3130
Blankinship & Foster
California
$234K -$63.7K -87 -21%
SAM
3131
SP Asset Management
California
$233K
FGAM
3132
Financial Gravity Asset Management
Texas
$232K -$1.39M -1,988 -86%
SPP
3133
Single Point Partners
Massachusetts
$231K +$231K +315 New
MAM
3134
McCarthy Asset Management
California
$231K
ALC
3135
Alexander Labrunerie & Co
Missouri
$231K +$231K +315 New
FPWM
3136
FSB Premier Wealth Management
Iowa
$230K -$732 -1 -0.3%
TVAMP
3137
Tennessee Valley Asset Management Partners
Tennessee
$229K -$229K -313 -50%
AA
3138
AlphaCentric Advisors
Puerto Rico
$229K -$16.1K -22 -7%
SPIO
3139
Seven Post Investment Office
California
$229K
FBC
3140
Fairfield, Bush & Co
Connecticut
$229K -$7.33K -10 -3%
SDJVC
3141
St. Denis J. Villere & Co
Louisiana
$229K -$14.7K -20 -6%
SWP
3142
Semus Wealth Partners
Florida
$228K -$54.3K -74 -19%
CFFP
3143
Center for Financial Planning
Michigan
$228K -$18.3K -25 -7%
EMFAT
3144
Emerald Mutual Fund Advisers Trust
Pennsylvania
$228K -$8.06K -11 -3%
AOG
3145
Alpha Omega Group
Virginia
$228K +$2.93K +4 +1%
WPW
3146
Warther Private Wealth
Ohio
$227K +$227K +310 New
HC
3147
Hourglass Capital
Texas
$227K +$227K +310 New
LSC
3148
Lesa Sroufe & Co
Washington
$227K +$227K +310 New
AAM
3149
Ameraudi Asset Management
New York
$226K
WA
3150
Wealthstar Advisors
Texas
$226K -$11K -15 -5%