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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 %
AP
3326
Aspect Partners
Virginia
$34.4K
MBFW
3327
Morton Brown Family Wealth
Pennsylvania
$33.1K
HCA
3328
Heck Capital Advisors
Wisconsin
$33K
SFA
3329
Semmax Financial Advisors
North Carolina
$32.6K -$1.55K -2 -5%
RWA
3330
Redmont Wealth Advisors
Illinois
$31.5K +$31.5K +43 New
WFA
3331
West Financial Advisors
Iowa
$30K
RL
3332
Rogco LP
Oklahoma
$30K +$6.59K +9 +28%
WIA
3333
Wetzel Investment Advisors
Indiana
$29.9K -$2.13K -3 -7%
FRA
3334
Frank Rimerman Advisors
California
$29.3K
SA
3335
SRH Advisors
Kansas
$29.3K
AFWM
3336
Abich Financial Wealth Management
Virginia
$27.1K +$5.86K +8 +28%
CWA
3337
Core Wealth Advisors
Florida
$26.4K
BSC
3338
Brown Shipley & Co
United Kingdom
$25.5K
RWM
3339
Ruedi Wealth Management
Illinois
$25K
FFA
3340
Frazier Financial Advisors
Ohio
$24.2K +$8.06K +11 +50%
EPW
3341
Evergreen Private Wealth
Colorado
$23.4K
KFP
3342
Keener Financial Planning
Texas
$23K +$14.8K +20 +182%
CWM
3343
CarsonAllaria Wealth Management
Illinois
$22.8K
AS
3344
Altshuler Shaham
Israel
$22.7K -$65.9K -90 -74%
BC
3345
Barrett & Company
Rhode Island
$22K -$7.33K -10 -25%
LG
3346
LAM Group
Oregon
$22K
EA
3347
Evolution Advisers
Virginia
$21K
DPW
3348
DiNuzzo Private Wealth
Pennsylvania
$19.8K
HFS
3349
Horizon Financial Services
North Carolina
$18.3K +$18.3K +25 New
GIS
3350
Grayhawk Investment Strategies
Alberta, Canada
$17.6K