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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 %
SC
3301
Steph & Co
Wisconsin
$78.4K +$40.3K +55 +106%
MAM
3302
MMA Asset Management
Pennsylvania
$76.4K +$76.4K +104 New
CWM
3303
Cranbrook Wealth Management
Michigan
$75.4K +$732 +1 +1%
PG
3304
Proffitt & Goodson
Tennessee
$73.3K -$39.6K -54 -35%
DFA
3305
DHJJ Financial Advisors
Illinois
$73.3K
POIA
3306
Pin Oak Investment Advisors
Texas
$73K
CTWM
3307
Cherry Tree Wealth Management
Minnesota
$72.9K +$2.92K +4 +4%
GWSA
3308
Global Wealth Strategies & Associates
Colorado
$69.6K -$8.79K -12 -11%
CC
3309
Centiva Capital
New York
$68.9K +$22K +30 +47%
TWP
3310
TFO Wealth Partners
Ohio
$68.9K -$733 -1 -1%
PSB
3311
Piscataqua Savings Bank
New Hampshire
$68.1K -$1.47K -2 -2%
AW
3312
Avion Wealth
Texas
$64K +$10.4K +14 +19%
PP
3313
Paloma Partners
Connecticut
$63.7K +$63.7K +87 New
CPA
3314
Clear Point Advisors
New York
$63.6K +$3.65K +5 +6%
KWAG
3315
Kiely Wealth Advisory Group
North Carolina
$63K
SOW
3316
State of Wyoming
Wyoming
$62.3K -$1.47K -2 -2%
BIM
3317
Breakwater Investment Management
Washington
$59.3K +$59.3K +81 New
LWA
3318
Lowe Wealth Advisors
Maryland
$59.3K -$20.5K -28 -26%
AWM
3319
Avondale Wealth Management
Texas
$57.1K
IHWM
3320
Iron Horse Wealth Management
Iowa
$52.7K
SFCL
3321
Strengthening Families & Communities LLC
Massachusetts
$44K
TWD
3322
True Wealth Design
Ohio
$44K +$2.93K +4 +7%
SGC
3323
Slocum, Gordon & Co
Rhode Island
$42.5K
DCP
3324
DSM Capital Partners
Florida
$40.3K
FFL
3325
Financial Freedom LLC
Ohio
$36.9K