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Costco

3,487 hedge funds and large institutions have $257B invested in Costco in 2024 Q2 according to their latest regulatory filings, with 239 funds opening new positions, 1,417 increasing their positions, 1,382 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,487
Holders Change
+104
Holders Change %
+3.07%
% of All Funds
50.72%
Holding in Top 10
350
Holding in Top 10 Change
+81
Holding in Top 10 Change %
+30.11%
% of All Funds
5.09%
New
239
Increased
1,417
Reduced
1,382
Closed
92
Calls
$6.61B
Puts
$8.59B
Net Calls
-$1.98B
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
3351
Spotlight Asset Group
Illinois
$170K
FC
3352
Family CFO
California
$161K
BAM
3353
Byrne Asset Management
New Jersey
$161K +$161K +189 New
DCBT
3354
Dakota Community Bank & Trust
North Dakota
$160K -$5.95K -7 -4%
LFA
3355
LGT Financial Advisors
Texas
$159K +$31.5K +37 +25%
EFP
3356
EnRich Financial Partners
Wisconsin
$158K +$3.4K +4 +2%
HGA
3357
Hobbs Group Advisors
South Carolina
$154K +$154K +181 New
EIM
3358
Essex Investment Management
Massachusetts
$153K
MB
3359
Mizuho Bank
Japan
$153K +$153K +180 New
CAC
3360
Core Alternative Capital
Georgia
$148K
FC
3361
Fairscale Capital
New Hampshire
$147K +$147K +173 New
JFG
3362
JDM Financial Group
Texas
$147K
POIA
3363
Pin Oak Investment Advisors
Texas
$147K +$62K +73 +73%
TCM
3364
TruNorth Capital Management
Michigan
$146K -$10.2K -12 -7%
VAMG
3365
Voisard Asset Management Group
Michigan
$144K
WBC
3366
Westpac Banking Corp
Australia
$141K -$8.5K -10 -6%
AA
3367
AlphaMark Advisors
Kentucky
$140K +$15.3K +18 +12%
CTWM
3368
Cherry Tree Wealth Management
Minnesota
$139K +$54.2K +64 +64%
ACM
3369
Adalta Capital Management
New York
$136K
AWM
3370
Activest Wealth Management
Florida
$134K
JGIA
3371
Jackson Grant Investment Advisers
Connecticut
$133K
AA
3372
Addison Advisors
Vermont
$133K +$15.3K +18 +13%
JAM
3373
JCIC Asset Management
Ontario, Canada
$127K
RAM
3374
Ramirez Asset Management
New York
$127K
WAG
3375
Wiser Advisor Group
Arizona
$127K +$1.69K +2 +1%