COST icon

Costco

3,384 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
3,384
Holders Change
+71
Holders Change %
+2.14%
% of All Funds
49.05%
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 %
CAMG
426
CWA Asset Management Group
Florida
$27.4M +$869K +1,186 +3%
GIBU
427
Gulf International Bank (UK)
United Kingdom
$27.4M +$149K +203 +0.5%
LC
428
Lincoln Capital
Nebraska
$27.3M -$20.5K -28 -0.1%
AWM
429
Absher Wealth Management
North Carolina
$27.3M -$432K -590 -2%
CI
430
Capital International
California
$27.3M +$4.29M +5,851 +19%
SF
431
Synovus Financial
Georgia
$27.2M +$72.6K +99 +0.3%
Nomura Holdings
432
Nomura Holdings
Japan
$26.9M +$26.9M +36,778 New
VIM
433
Vancity Investment Management
British Columbia, Canada
$26.9M +$6.32M +8,628 +31%
FCH
434
Freestone Capital Holdings
Washington
$26.8M -$1.53M -2,090 -5%
GLA
435
Great Lakes Advisors
Illinois
$26.8M +$1.87M +2,550 +8%
GGI
436
Godsey & Gibb Inc
Virginia
$26.7M -$1.29M -1,764 -5%
ZIM
437
Zacks Investment Management
Illinois
$26.7M +$3.11M +4,249 +13%
SPS
438
Susquehanna Portfolio Strategies
Pennsylvania
$26.6M
AHC
439
Adell Harriman & Carpenter
Texas
$26.2M -$60.1K -82 -0.2%
BMM
440
Buffington Mohr McNeal
Idaho
$26.1M -$355K -484 -1%
CIC
441
Carnegie Investment Counsel
Ohio
$26M -$471K -643 -2%
NRS
442
Neville Rodie & Shaw
New York
$25.8M +$97.4K +133 +0.4%
SIMG
443
Sonora Investment Management Group
Arizona
$25.4M +$1.85M +2,529 +8%
PWP
444
Private Wealth Partners
California
$25.3M -$2.99M -4,080 -11%
ICP
445
Ironvine Capital Partners
Nebraska
$25.3M -$733 -1 -0%
Skandinaviska Enskilda Banken (SEB)
446
Skandinaviska Enskilda Banken (SEB)
Sweden
$25.3M +$19.8M +27,018 +359%
Lido Advisors
447
Lido Advisors
California
$25M +$454K +620 +2%
BF
448
BOK Financial
Oklahoma
$25M -$4.65M -6,451 -16%
HIC
449
Harvey Investment Company
Kentucky
$24.9M -$110K -150 -0.4%
PFP
450
Pinnacle Financial Partners
Tennessee
$24.8M +$496K +677 +2%