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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 %
PAIM
3451
Punch & Associates Investment Management
Minnesota
-$255K -387 Closed
BI
3452
Bramshill Investments
Florida
-$254K -385 Closed
TWM
3453
Tanager Wealth Management
United Kingdom
-$248K -367 Closed
GSC
3454
G&S Capital
Colorado
-$235K -356 Closed
RPCA
3455
Running Point Capital Advisors
California
-$234K -354 Closed
SC
3456
Soundwatch Capital
Connecticut
-$228K -345 Closed
BWCS
3457
Beirne Wealth Consulting Services
Connecticut
-$230K -340 Closed
WFAG
3458
Wescott Financial Advisory Group
Pennsylvania
-$209K -317 Closed
DCM
3459
Dimension Capital Management
Florida
-$209K -316 Closed
RGC
3460
Roberts, Glore & Co
Illinois
-$209K -316 Closed
SLC
3461
Second Line Capital
Louisiana
-$208K -308 Closed
AFA
3462
American Financial Advisors
Georgia
-$202K -307 Closed
SFC
3463
SYM Financial Corp
Indiana
-$202K -306 Closed
PWS
3464
Private Wealth Strategies
Ohio
-$201K -305 Closed
SC
3465
Sykon Capital
New York
-$201K -304 Closed
CIM
3466
Confluence Investment Management
Missouri
-$201K -304 Closed
ICM
3467
Intrepid Capital Management
Florida
-$137K -207 Closed
APGC
3468
A.P. Gilfoyle & Co
New York
-$150K -200 Closed
LPP
3469
Life Planning Partners
Florida
-$123K -187 Closed
GG
3470
Greenwood Gearhart
Arkansas
-$75.2K -114 Closed
A
3471
AJOVista
Massachusetts
-$71.9K -109 Closed
IRC
3472
Investors Research Corp
Georgia
-$64.7K -98 Closed
FWM
3473
Focused Wealth Management
New York
-$50.2K -76 Closed
TSW
3474
Thompson Siegel & Walmsley
Virginia
-$46K -70 Closed
DWA
3475
Dougherty Wealth Advisers
Minnesota
-$34.3K -52 Closed