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 %
FTC
3176
Farmers Trust Company
Ohio
$216K +$216K +295 New
OC
3177
OxenFree Capital
Florida
$215K -$19K -26 -8%
MWM
3178
Mosley Wealth Management
California
$215K +$215K +294 New
RCM
3179
Raleigh Capital Management
North Carolina
$215K +$133K +181 +160%
SL
3180
Summitry LLC
California
$215K -$12.4K -17 -5%
PCA
3181
Providence Capital Advisors
North Carolina
$215K -$73.3K -100 -25%
SLT
3182
St Louis Trust
Missouri
$215K +$215K +293 New
FH
3183
FWG Holdings
Florida
$214K +$214K +275 New
FRM
3184
Fox Run Management
Connecticut
$214K +$214K +292 New
PWSG
3185
Pacific Wealth Strategies Group
California
$214K +$214K +292 New
T
3186
Tidemark
California
$213K +$35.2K +48 +20%
PK
3187
Pflug Koory
Nebraska
$213K
TC
3188
Trilogy Capital
California
$213K +$213K +290 New
GHA
3189
Granite Harbor Advisors
Texas
$212K +$212K +290 New
KC
3190
Kades & Cheifetz
Pennsylvania
$212K +$212K +290 New
BRM
3191
Boston Research & Management
Massachusetts
$212K +$212K +290 New
SFG
3192
Sterling Financial Group
California
$212K +$212K +289 New
SIA
3193
Spectrum Investment Advisors
Wisconsin
$211K +$211K +288 New
GJIA
3194
Glass Jacobson Investment Advisors
Maryland
$211K
OWM
3195
Opes Wealth Management
California
$210K +$210K +287 New
AIA
3196
Allied Investment Advisors
Montana
$210K +$210K +287 New
WDL
3197
Well Done LLC
Michigan
$210K +$210K +286 New
AP
3198
Adero Partners
California
$209K -$125K -171 -37%
HWMG
3199
Hurlow Wealth Management Group
Indiana
$207K +$207K +283 New
GCM
3200
Gables Capital Management
Florida
$207K +$18.3K +25 +10%