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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 %
PCMF
3151
Private Capital Management (Florida)
Florida
$226K -$43.2K -59 -16%
MA
3152
MBA Advisors
Pennsylvania
$225K -$29.3K -40 -12%
WWM
3153
Waterway Wealth Management
Texas
$224K +$224K +306 New
JSAM
3154
J. Safra Asset Management
New York
$224K
MWM
3155
MGB Wealth Management
Texas
$223K
SSC
3156
Syverson Strege & Co
Iowa
$222K +$222K +303 New
CISOA
3157
Capital Investment Services of America
Wisconsin
$221K -$73.3K -100 -25%
NIMI
3158
Natixis Investment Managers International
France
$221K
PCMC
3159
Paragon Capital Management (Colorado)
Colorado
$221K -$84.3K -115 -28%
GWI
3160
Grace & White Inc
New York
$220K -$73.3K -100 -25%
SIA
3161
Sage Investment Advisers
New York
$220K -$36.6K -50 -14%
FAB
3162
First American Bank
Illinois
$220K +$220K +300 New
ECAM
3163
East Coast Asset Management
Massachusetts
$220K +$220K +300 New
TFA
3164
Tobias Financial Advisors
Florida
$219K +$219K +299 New
BC
3165
Bowman & Company
Wisconsin
$219K +$219K +299 New
SICM
3166
Sustainable Insight Capital Management
New York
$219K +$219K +299 New
KPPF
3167
Klein Pavlis & Peasley Financial
California
$219K +$219K +299 New
KHC
3168
Koesten Hirschmann & Crabtree
Kansas
$219K +$41K +56 +23%
JFA
3169
JNBA Financial Advisors
Minnesota
$218K -$33.7K -46 -13%
AG
3170
Advocate Group
Minnesota
$218K -$17.6K -24 -7%
BBPWM
3171
Blue Bell Private Wealth Management
Pennsylvania
$218K +$5.13K +7 +2%
BWA
3172
BlueChip Wealth Advisors
Georgia
$218K -$365K -497 -63%
BSAM
3173
Blue Square Asset Management
New York
$218K +$218K +297 New
CAM
3174
Creekmur Asset Management
Illinois
$217K +$49K +67 +29%
LI
3175
LRI Investments
Florida
$217K +$217K +296 New