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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 %
CPG
3401
Cornerstone Planning Group
New Jersey
$89.1K -$3.98K -5 -4%
CWM
3402
Cranbrook Wealth Management
Michigan
$87.5K
SDIC
3403
South Dakota Investment Council
South Dakota
$85K +$85K +100 New
DFA
3404
DHJJ Financial Advisors
Illinois
$85K
BGAI
3405
Bruce G. Allen Investments
Colorado
$83.3K -$31.5K -37 -27%
PPA
3406
Painted Porch Advisors
California
$82.5K +$82.5K +97 New
AW
3407
Avion Wealth
Texas
$82K +$9.3K +11 +13%
PSB
3408
Piscataqua Savings Bank
New Hampshire
$76.5K -$2.55K -3 -3%
CPA
3409
Clear Point Advisors
New York
$73.8K
CTB
3410
Country Trust Bank
Illinois
$73.1K -$22.1K -26 -23%
KWAG
3411
Kiely Wealth Advisory Group
North Carolina
$72.7K
KPP
3412
Kings Path Partners
Texas
$71.4K +$71.4K +84 New
BIM
3413
Breakwater Investment Management
Washington
$68.9K
LWA
3414
Lowe Wealth Advisors
Maryland
$68.8K
AWM
3415
Avondale Wealth Management
Texas
$66.3K
IHWM
3416
Iron Horse Wealth Management
Iowa
$61.2K
FW
3417
Fairway Wealth
Ohio
$55.7K +$38.8K +46 +230%
ZRP
3418
Zynergy Retirement Planning
New Jersey
$52.7K +$52.7K +62 New
SC
3419
Steph & Co
Wisconsin
$51K -$39.9K -47 -44%
RWM
3420
Ruedi Wealth Management
Illinois
$50.3K +$21.3K +25 +74%
YAL
3421
Your Advocates Ltd
Texas
$50.1K -$46.7K -55 -48%
SSG
3422
Summit Securities Group
New York
$50K +$50K +59 New
SGC
3423
Slocum, Gordon & Co
Rhode Island
$49.3K
BTC
3424
Bank & Trust Company
Illinois
$47.6K +$47.6K +56 New
DCP
3425
DSM Capital Partners
Florida
$46.7K