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Costco

3,383 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
3,383
Holders Change
+71
Holders Change %
+2.14%
% of All Funds
49.04%
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 %
AI
3226
Arvest Investments
Arkansas
$194K
AAP
3227
Arax Advisory Partners
Colorado
$193K +$732 +1 +0.4%
VCM
3228
Versant Capital Management
Arizona
$190K +$16.8K +23 +10%
PPWM
3229
PFG Private Wealth Management
Florida
$188K -$2.93K -4 -2%
GC
3230
Gould Capital
Washington
$183K +$7.33K +10 +4%
KFS
3231
Kelly Financial Services
Massachusetts
$181K +$4.4K +6 +2%
SIM
3232
Studio Investment Management
Illinois
$179K
SC
3233
Stephens Consulting
Michigan
$172K
SHIM
3234
Stone House Investment Management
Pennsylvania
$172K +$172K +234 New
TLA
3235
Tanglewood Legacy Advisors
Texas
$168K
DCM
3236
Disciplina Capital Management
Tennessee
$165K +$731 +1 +0.4%
IFAM
3237
Institutional & Family Asset Management
Colorado
$157K -$1.47K -2 -0.9%
NL
3238
NKCFO LLC
Illinois
$154K -$91.7K -125 -37%
WWP
3239
WR Wealth Planners
Missouri
$153K -$79.2K -108 -34%
DF
3240
Dunhill Financial
United Kingdom
$153K +$5.14K +7 +3%
GFPC
3241
Global Financial Private Client
Florida
$152K
PIS
3242
POM Investment Strategies
North Carolina
$151K
GKIM
3243
GW&K Investment Management
Massachusetts
$149K -$2.2K -3 -1%
CWA
3244
Carolina Wealth Advisors
South Carolina
$147K
OAJ
3245
Ogorek Anthony Joseph
New York
$147K
FG
3246
Fairman Group
Pennsylvania
$147K -$117K -160 -44%
SAG
3247
Spotlight Asset Group
Illinois
$147K
PCM
3248
Palouse Capital Management
Washington
$147K +$147K +200 New
BAM
3249
Byrne Asset Management
New Jersey
$144K -$131K -197 Closed
DCBT
3250
Dakota Community Bank & Trust
North Dakota
$143K -$13.9K -19 -9%