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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 %
TSS
626
Thomas Story & Son
Indiana
$14M -$27.8K -38 -0.2%
HFS
627
Haverford Financial Services
Pennsylvania
$14M -$5.53M -7,543 -28%
Jacobs Levy Equity Management
628
Jacobs Levy Equity Management
New Jersey
$14M -$2.13M -2,906 -13%
HWM
629
HFR Wealth Management
New York
$14M -$133K -181 -0.9%
CCM
630
Conway Capital Management
California
$14M +$519K +708 +4%
FNBOO
631
First National Bank of Omaha
Nebraska
$13.9M -$9.5M -10,047 -41%
PIM
632
Progressive Investment Management
Oregon
$13.9M -$60.8K -83 -0.4%
VI
633
Vestcor Inc
New Brunswick, Canada
$13.9M -$1.17M -1,592 -8%
CA
634
Cullinan Associates
Kentucky
$13.8M -$2.17M -2,964 -14%
NB
635
NBT Bank
New York
$13.8M -$282K -385 -2%
HFM
636
Harvest Fund Management
China
$13.8M +$8.1M +11,060 +142%
SCA
637
Snowden Capital Advisors
New York
$13.7M +$2.79M +3,802 +25%
MAM
638
Meeder Asset Management
Ohio
$13.7M +$13.2M +17,951 +2,359%
BJL
639
Brighton Jones LLC
Washington
$13.6M +$1.38M +1,877 +11%
CAM
640
Cozad Asset Management
Illinois
$13.6M -$103K -140 -0.7%
IWC
641
Integrated Wealth Concepts
Massachusetts
$13.6M +$477K +651 +4%
CTI
642
Community Trust & Investment
Kentucky
$13.6M -$10.3K -14 -0.1%
USCWA
643
U.S. Capital Wealth Advisors
Texas
$13.5M +$88.7K +121 +0.7%
OIA
644
OneDigital Investment Advisors
Kansas
$13.5M +$2.21M +3,010 +19%
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$13.5M +$2.25M +3,076 +20%
AA
646
ALPS Advisors
Colorado
$13.4M -$170K -232 -1%
MCWS
647
McKinley Carter Wealth Services
West Virginia
$13.4M +$84.3K +115 +0.6%
JAFL
648
Jay A. Fishman Ltd
Michigan
$13.4M -$14.7K -20 -0.1%
CT
649
Cambridge Trust
Massachusetts
$13.4M -$2.8M -3,823 -17%
First Manhattan
650
First Manhattan
New York
$13.4M +$759K +1,035 +6%