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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 %
FC
3251
Family CFO
California
$139K
MAWCM
3252
Mine & Arao Wealth Creation & Management
California
$135K +$2.19K +3 +2%
TCM
3253
TruNorth Capital Management
Michigan
$135K +$135K +184 New
EFP
3254
EnRich Financial Partners
Wisconsin
$133K +$133K +182 New
EIM
3255
Essex Investment Management
Massachusetts
$132K
Belvedere Trading
3256
Belvedere Trading
Illinois
$132K +$132K +180 New
BC
3257
Belmont Capital
California
$130K +$2.93K +4 +2%
FIM
3258
Fernwood Investment Management
Massachusetts
$130K +$130K +177 New
WBC
3259
Westpac Banking Corp
Australia
$129K +$129K +176 New
WCM
3260
Wunderlich Capital Managemnt
Tennessee
$128K -$128K -175 -50%
CAC
3261
Core Alternative Capital
Georgia
$127K -$132K -180 -51%
JFG
3262
JDM Financial Group
Texas
$127K
VAMG
3263
Voisard Asset Management Group
Michigan
$125K -$2.2K -3 -2%
PWMG
3264
Private Wealth Management Group
New Jersey
$123K +$18.4K +25 +17%
VWA
3265
Valued Wealth Advisors
Utah
$122K +$67.6K +92 +124%
T
3266
TOBAM
France
$121K -$156K -213 -56%
ACM
3267
Adalta Capital Management
New York
$117K
AWM
3268
Activest Wealth Management
Florida
$115K +$1.47K +2 +1%
JGIA
3269
Jackson Grant Investment Advisers
Connecticut
$115K
LFA
3270
LGT Financial Advisors
Texas
$110K
JAM
3271
JCIC Asset Management
Ontario, Canada
$110K
RAM
3272
Ramirez Asset Management
New York
$110K
WAG
3273
Wiser Advisor Group
Arizona
$109K +$1.48K +2 +1%
AA
3274
AlphaMark Advisors
Kentucky
$108K
CWM
3275
Cedar Wealth Management
California
$107K +$2.94K +4 +3%