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Costco

3,486 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, 1,381 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,486
Holders Change
+104
Holders Change %
+3.08%
% of All Funds
50.71%
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
1,381
Closed
92
Calls
$6.61B
Puts
$8.59B
Net Calls
-$1.98B
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
3551
Sicart Associates
New York
-$366K -500 Closed
AGM
3552
Alpine Global Management
New York
-$349K -477 Closed
SWM
3553
Soundmark Wealth Management
Washington
-$337K -460 Closed
RC
3554
Reik & Co
New York
-$324K -442 Closed
KI
3555
Kapitalo Investimentos
Brazil
-$310K -423 Closed
SWM
3556
Shelton Wealth Management
Texas
-$295K -402 Closed
1CP
3557
17 Capital Partners
Arizona
-$288K -393 Closed
ASW
3558
Astoria Strategic Wealth
Texas
-$274K -374 Closed
CSIA
3559
Charles Schwab Investment Advisory
California
-$258K -352 Closed
FFM
3560
Fullerton Fund Management
Singapore
-$246K -336 Closed
WA
3561
Wealthstar Advisors
Texas
-$226K -309 Closed
WWM
3562
Waterway Wealth Management
Texas
-$224K -306 Closed
OWM
3563
Opes Wealth Management
California
-$210K -287 Closed
CCM
3564
Compass Capital Management
Minnesota
-$201K -275 Closed
HBWM
3565
Hollow Brook Wealth Management
New York
-$200K -273 Closed
PCM
3566
Palouse Capital Management
Washington
-$147K -200 Closed
Belvedere Trading
3567
Belvedere Trading
Illinois
-$132K -180 Closed
FIM
3568
Fernwood Investment Management
Massachusetts
-$130K -177 Closed
WCM
3569
Wunderlich Capital Managemnt
Tennessee
-$128K -175 Closed
HT
3570
Headlands Technologies
Illinois
-$100K -137 Closed
VF
3571
VitalStone Financial
Texas
-$86K -118 Closed
MAM
3572
MMA Asset Management
Pennsylvania
-$76.4K -104 Closed
TWP
3573
TFO Wealth Partners
Ohio
-$68.9K -94 Closed
SOW
3574
State of Wyoming
Wyoming
-$62.3K -85 Closed
CWA
3575
Core Wealth Advisors
Florida
-$26.4K -36 Closed