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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 %
SWA
3276
SOA Wealth Advisors
New York
$106K +$733 +1 +0.7%
PCMC
3277
Planning Capital Management Corporation
Pennsylvania
$106K -$76.7K -105 -42%
CIAS
3278
CBIZ Investment Advisory Services
Ohio
$105K +$105K +143 New
AA
3279
Addison Advisors
Vermont
$101K +$7.33K +10 +8%
CG
3280
Cutler Group
California
$101K +$101K +138 New
HT
3281
Headlands Technologies
Illinois
$100K -$1.2M -1,644 -92%
BIA
3282
Bell Investment Advisors
California
$99.6K +$7.33K +10 +8%
AEPWM
3283
Atlantic Edge Private Wealth Management
Florida
$98.9K
BGAI
3284
Bruce G. Allen Investments
Colorado
$98.9K -$13.9K -19 -12%
AFS
3285
Annapolis Financial Services
Maryland
$98.6K +$2.19K +3 +2%
CIA
3286
Cape Investment Advisory
Georgia
$98.5K -$7.35K -10 -7%
NECFA
3287
New England Capital Financial Advisors
Connecticut
$94.9K +$2.21K +3 +2%
PA
3288
PSI Advisors
Florida
$93.8K +$13.9K +19 +17%
RCM
3289
Richardson Capital Management
Wisconsin
$93K +$73.3K +100 +370%
MFT
3290
Moisand Fitzgerald Tamayo
Florida
$90.9K -$2.93K -4 -3%
APW
3291
Acima Private Wealth
Virginia
$88.6K -$24.2K -33 -21%
RFA
3292
Register Financial Advisors
Georgia
$88.6K +$88.6K +121 New
PP
3293
Pingora Partners
Wyoming
$87.9K +$87.9K +120 New
CPG
3294
Cornerstone Planning Group
New Jersey
$86.4K -$13.3K -18 -13%
VF
3295
VitalStone Financial
Texas
$86K +$86K +118 New
C
3296
Covestor
United Kingdom
$84K -$4.38K -6 -5%
YAL
3297
Your Advocates Ltd
Texas
$83.5K
APC
3298
Aspire Private Capital
North Carolina
$83K +$52.9K +72 +176%
CTB
3299
Country Trust Bank
Illinois
$82.1K +$33.7K +46 +70%
CLOS
3300
Compagnie Lombard Odier SCmA
Switzerland
$80.6K