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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 %
1IA
3451
1620 Investment Advisors
Massachusetts
$23.9K +$23.9K +28 New
RDIA
3452
RE Dickinson Investment Advisors
Iowa
$21.7K +$4.18K +5 +24%
EPW
3453
Evergreen Private Wealth
Colorado
$21.3K -$5.95K -7 -22%
HFS
3454
Horizon Financial Services
North Carolina
$21.3K
GIS
3455
Grayhawk Investment Strategies
Alberta, Canada
$20.4K
PWM
3456
Partnership Wealth Management
Maryland
$19.6K
KFP
3457
Keener Financial Planning
Texas
$18K -$7.36K -9 -29%
MFA
3458
McClarren Financial Advisors
Pennsylvania
$18K +$17.9K +2,530 +13,316%
QL
3459
Quarry LP
New York
$17.9K +$5.95K +7 +50%
AIM
3460
Access Investment Management
Georgia
$17K
DWA
3461
Delos Wealth Advisors
Texas
$17K
DMIC
3462
Dixon Mitchell Investment Counsel
British Columbia, Canada
$16.2K +$16.2K +19 New
IA
3463
IFS Advisors
Kansas
$16.1K +$5.1K +6 +46%
CJH
3464
Christopher J. Hasenberg
Wisconsin
$14.5K
NMM
3465
Naples Money Management
Florida
$14.4K
KSWA
3466
Kathleen S. Wright Associates
Pennsylvania
$12.8K
LIM
3467
Longfellow Investment Management
Massachusetts
$11.1K
NAAA
3468
New Age Alpha Advisors
New York
$11.1K +$11.1K +13 New
APF
3469
Alaska Permanent Fund
Alaska
$9.86K +$4.11K +5 +71%
WIA
3470
Wetzel Investment Advisors
Indiana
$9.52K -$21.2K -29 -69%
MDCM
3471
Morgan Dempsey Capital Management
Wisconsin
$9.35K
MIFH
3472
Migdal Insurance & Financial Holdings
Israel
$9K +$9K +11 New
NC
3473
NewSquare Capital
Pennsylvania
$8.73K +$8.73K +10 New
PS
3474
PayPay Securities
Japan
$8.5K -$2.55K -3 -23%
LAM
3475
Lummis Asset Management
Texas
$8.5K