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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 %
SC
3426
Swan Capital
Florida
$42.5K +$42.5K +50 New
FFA
3427
Frazier Financial Advisors
Ohio
$40.8K +$12.8K +15 +45%
TWD
3428
True Wealth Design
Ohio
$40K -$11.1K -13 -22%
AP
3429
Aspect Partners
Virginia
$40K
FCG
3430
Financial Connections Group
California
$39K +$33.1K +39 +557%
HCA
3431
Heck Capital Advisors
Wisconsin
$38.3K
MBFW
3432
Morton Brown Family Wealth
Pennsylvania
$38K
RWA
3433
Redmont Wealth Advisors
Illinois
$36.6K
VAG
3434
VisionPoint Advisory Group
Texas
$36.6K +$20.4K +24 +126%
SFA
3435
Semmax Financial Advisors
North Carolina
$36.4K
FFL
3436
Financial Freedom LLC
Ohio
$36.3K -$5.91K -7 -14%
RL
3437
Rogco LP
Oklahoma
$34.9K
WFA
3438
West Financial Advisors
Iowa
$34.9K
SA
3439
SRH Advisors
Kansas
$34K
LG
3440
LAM Group
Oregon
$32.3K +$6.8K +8 +27%
EA
3441
Evolution Advisers
Virginia
$30K +$6.67K +8 +29%
BSC
3442
Brown Shipley & Co
United Kingdom
$29.8K
RWMG
3443
Redwood Wealth Management Group
New Jersey
$28.1K +$28.1K +33 New
DPW
3444
DiNuzzo Private Wealth
Pennsylvania
$27.2K +$4.25K +5 +19%
EC
3445
Elequin Capital
New York
$27.2K +$27.2K +32 New
CWM
3446
CarsonAllaria Wealth Management
Illinois
$26.5K
BC
3447
Barrett & Company
Rhode Island
$25.5K
LOIP
3448
Live Oak Investment Partners
Texas
$25.5K
SIM
3449
Studio Investment Management
Illinois
$24.7K -$183K -215 -88%
AFWM
3450
Abich Financial Wealth Management
Virginia
$24K -$7.73K -9 -24%