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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 %
SFFS
3351
Stonehage Fleming Financial Services
Jersey
$17.4K +$17.4K +35 New
FSWA
3352
Financial Synergies Wealth Advisors
Texas
$17.1K +$13.4K +18 +360%
PWM
3353
Partnership Wealth Management
Maryland
$16.9K
A
3354
AlphaQuest
New York
$16.1K +$16.1K +22 New
FW
3355
Fairway Wealth
Ohio
$15K
RDIA
3356
RE Dickinson Investment Advisors
Iowa
$15K
WF
3357
WoodTrust Financial
Wisconsin
$14.7K -$417 -569 -3%
DWA
3358
Delos Wealth Advisors
Texas
$14.7K -$4.4K -6 -23%
AIM
3359
Access Investment Management
Georgia
$14.7K
MFA
3360
McClarren Financial Advisors
Pennsylvania
$14K +$737 +1 +6%
VAG
3361
VisionPoint Advisory Group
Texas
$14K +$14K +19 New
NMM
3362
Naples Money Management
Florida
$12.5K
CJH
3363
Christopher J. Hasenberg
Wisconsin
$12.5K +$12.5K +17 New
MIM
3364
Macroview Investment Management
Maryland
$12.5K +$12.5K +17 New
KSWA
3365
Kathleen S. Wright Associates
Pennsylvania
$11K
QL
3366
Quarry LP
New York
$10.3K -$26.4K -36 -72%
PS
3367
PayPay Securities
Japan
$9.52K -$13.9K -19 -59%
LIM
3368
Longfellow Investment Management
Massachusetts
$9.52K
IA
3369
IFS Advisors
Kansas
$9.52K +$9.52K +13 New
BFA
3370
BBJS Financial Advisors
Washington
$8.79K
MDCM
3371
Morgan Dempsey Capital Management
Wisconsin
$8.06K
HC
3372
Hoese & Co
Minnesota
$7.44K -$6.69K -9 -47%
LAM
3373
Lummis Asset Management
Texas
$7.33K
ECM
3374
Everence Capital Management
Indiana
$6.45K +$791 +1,080 +14%
FCG
3375
Financial Connections Group
California
$6K +$6K +7 New