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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 %
WFS
3201
Walker Financial Services
Kentucky
$207K +$207K +282 New
MFGM
3202
Marshall Financial Group (Maryland)
Maryland
$206K +$206K +281 New
OA
3203
Operose Advisors
Wisconsin
$206K -$18.3K -25 -8%
PAM
3204
Paradigm Asset Management
New York
$206K
WIM
3205
Warwick Investment Management
Texas
$206K +$206K +281 New
VF
3206
Vawter Financial
Ohio
$204K +$204K +278 New
NIWA
3207
New Insight Wealth Advisors
California
$203K +$203K +277 New
FA
3208
Financial Avengers
California
$203K +$15.8K +22 +8%
DLCIG
3209
D.L. Carlson Investment Group
New Hampshire
$203K
RW
3210
Regimen Wealth
Georgia
$203K +$203K +277 New
STB
3211
S&T Bank
Pennsylvania
$202K +$202K +275 New
HWM
3212
Horizon Wealth Management
Illinois
$202K +$202K +276 New
MWM
3213
MBE Wealth Management
Wisconsin
$202K +$202K +275 New
CCM
3214
Compass Capital Management
Minnesota
$201K -$49.8K -68 -20%
CSWM
3215
Cassady Schiller Wealth Management
Ohio
$201K +$4.4K +6 +2%
CHA
3216
Cooper/Haims Advisors
New York
$201K +$201K +275 New
KFS
3217
Keynote Financial Services
Connecticut
$201K +$201K +275 New
TCG
3218
Transcendent Capital Group
Oklahoma
$201K +$84.3K +115 +72%
AWA
3219
Authentikos Wealth Advisory
California
$200K +$200K +273 New
CWM
3220
C2C Wealth Management
Arizona
$200K -$697K -952 -78%
IWP
3221
IAG Wealth Partners
Wisconsin
$200K +$8.79K +12 +5%
HBWM
3222
Hollow Brook Wealth Management
New York
$200K +$200K +273 New
OP
3223
ORG Partners
Indiana
$199K -$1.46M -2,015 -88%
MFG
3224
Mendota Financial Group
Wisconsin
$198K -$103K -141 -34%
PP
3225
PFS Partners
New Jersey
$196K +$733 +1 +0.4%