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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 %
PWMG
3376
Private Wealth Management Group
New Jersey
$126K -$17.1K -20 -12%
QT
3377
Quantbot Technologies
New York
$123K -$9.36M -11,013 -99%
SWA
3378
SOA Wealth Advisors
New York
$123K
PCMC
3379
Planning Capital Management Corporation
Pennsylvania
$123K
CWM
3380
Cedar Wealth Management
California
$121K -$3.41K -4 -3%
RCM
3381
Richardson Capital Management
Wisconsin
$121K +$12.8K +15 +12%
CIAS
3382
CBIZ Investment Advisory Services
Ohio
$121K -$849 -1 -0.7%
FGAM
3383
Financial Gravity Asset Management
Texas
$117K -$166K -195 -59%
RI
3384
Ridgewood Investments
New Jersey
$117K +$117K +138 New
AEPWM
3385
Atlantic Edge Private Wealth Management
Florida
$115K
AFS
3386
Annapolis Financial Services
Maryland
$114K
PA
3387
PSI Advisors
Florida
$113K +$4.25K +5 +4%
BIA
3388
Bell Investment Advisors
California
$112K -$3.4K -4 -3%
NECFA
3389
New England Capital Financial Advisors
Connecticut
$110K +$848 +1 +0.8%
MFT
3390
Moisand Fitzgerald Tamayo
Florida
$105K
APW
3391
Acima Private Wealth
Virginia
$103K
PP
3392
Pingora Partners
Wyoming
$102K
PG
3393
Proffitt & Goodson
Tennessee
$100K +$15.3K +18 +18%
C
3394
Covestor
United Kingdom
$98K -$860 -1 -0.9%
CIA
3395
Cape Investment Advisory
Georgia
$97.3K -$17.1K -20 -15%
APC
3396
Aspire Private Capital
North Carolina
$96.3K
ACM
3397
Anfield Capital Management
California
$96K -$1.28M -1,510 -93%
CLOS
3398
Compagnie Lombard Odier SCmA
Switzerland
$93.5K
GWSA
3399
Global Wealth Strategies & Associates
Colorado
$92.6K +$11.9K +14 +15%
CC
3400
Centiva Capital
New York
$91.8K +$11.9K +14 +15%