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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 %
B
526
Bellecapital
Switzerland
$18.9M +$323K +441 +2%
MIF
527
Mediolanum International Funds
Ireland
$18.8M +$18.8M +25,725 New
Optiver Holding
528
Optiver Holding
Netherlands
$18.8M +$18.8M +25,606 New
JEST
529
JTC Employer Solutions Trustee
Jersey
$18.6M -$5.12M -7,000 -22%
CGH
530
Crossmark Global Holdings
Texas
$18.6M -$576K -786 -3%
ASN
531
Advisory Services Network
Georgia
$18.6M +$2.95M +4,027 +19%
PF
532
Phoenix Financial
Israel
$18.6M +$12.5M +17,024 +203%
WSTAM
533
Wilbanks Smith & Thomas Asset Management
Virginia
$18.6M +$102K +139 +0.6%
BSA
534
Braun Stacey Associates
New York
$18.6M -$967K -1,320 -5%
NIM
535
NEOS Investment Management
Connecticut
$18.5M +$3.25M +4,442 +21%
BCM
536
Becker Capital Management
Oregon
$18.4M -$105K -144 -0.6%
JCM
537
Jag Capital Management
Missouri
$18.3M -$1.56M -2,130 -8%
FMC
538
First Merchants Corp
Indiana
$18.2M -$456K -622 -2%
ONB
539
Old National Bancorp
Indiana
$18.2M -$87.2K -119 -0.5%
RIG
540
Renaissance Investment Group
Massachusetts
$18.2M +$24.2K +33 +0.1%
BBA
541
BLB&B Advisors
Pennsylvania
$18.1M -$601K -821 -3%
HPG
542
Harvest Portfolios Group
Ontario, Canada
$18.1M -$3.67M -5,010 -17%
SC
543
SouthState Corp
Florida
$18M +$425K +580 +2%
DAS
544
Diversify Advisory Services
Utah
$17.9M +$17.9M +24,837 New
GI
545
Gradient Investments
Minnesota
$17.8M -$1.87M -2,547 -9%
BONST
546
Bank of Nova Scotia Trust
Ontario, Canada
$17.8M -$983K -1,342 -5%
LNC
547
Lincoln National Corp
Pennsylvania
$17.7M +$1.08M +1,480 +7%
DBG
548
De Burlo Group
Massachusetts
$17.6M -$3.87M -5,280 -18%
AWM
549
Avitas Wealth Management
California
$17.5M +$169K +230 +1%
HIMC
550
Heritage Investors Management Corp
Maryland
$17.5M -$328K -448 -2%