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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 %
PA
3476
Pineridge Advisors
Missouri
$8.5K +$8.5K +10 New
HC
3477
Hoese & Co
Minnesota
$8.1K
ECM
3478
Everence Capital Management
Indiana
$6.74K +$376 +520 +6%
TCM
3479
TD Capital Management
Tennessee
$5.24K
EFMH
3480
E Fund Management (HK)
Hong Kong
$5K +$5K +6 New
KOCAA
3481
Knights of Columbus Asset Advisors
Connecticut
$4.25K
MWA
3482
MFA Wealth Advisors
Pennsylvania
$4.25K +$4.25K +5 New
FIA
3483
FPC Investment Advisory
California
$4.23K
PCM
3484
Perritt Capital Management
Illinois
$3.41K
SWM
3485
Sanctuary Wealth Management
Idaho
$3.4K
WA
3486
WestEnd Advisors
North Carolina
$3.4K
HCM
3487
Horrell Capital Management
Arkansas
$3K
FHC
3488
First Heartland Consultants
Missouri
$1.72K +$71 +84 +4%
GCS
3489
Gordian Capital (Singapore)
Singapore
$850
GAA
3490
Global Assets Advisory
Florida
-$966K -696,604 Closed
WCM Investment Management
3491
WCM Investment Management
California
-$388M -529,857 Closed
AIG
3492
American International Group
New York
-$106M -144,614 Closed
Citadel Advisors
3493
Citadel Advisors
Florida
-$91M -124,182 Closed
HPG
3494
Harvest Portfolios Group
Ontario, Canada
-$18.1M -24,655 Closed
LNC
3495
Lincoln National Corp
Pennsylvania
-$17.7M -24,199 Closed
NL
3496
NWAM LLC
Washington
-$15.8M -20,630 Closed
Jacobs Levy Equity Management
3497
Jacobs Levy Equity Management
New Jersey
-$14M -19,102 Closed
MLICM
3498
Metropolitan Life Insurance Company (MetLife)
New York
-$13.1M -17,897 Closed
AP
3499
Advisors Preferred
Maryland
-$11M -15,313 Closed
FC
3500
FORA Capital
Florida
-$7.12M -9,712 Closed