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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 %
GT
701
Greenleaf Trust
Michigan
$11.7M -$126K -172 -1%
BCAM
702
Boston Common Asset Management
Massachusetts
$11.7M -$2.17M -2,965 -16%
RCM
703
Regency Capital Management
Hawaii
$11.6M -$2.37M -3,238 -17%
FFA
704
First Foundation Advisors
California
$11.6M +$581K +793 +5%
UC
705
Unio Capital
New Jersey
$11.6M +$74K +101 +0.6%
SF
706
Summit Financial
New Jersey
$11.6M -$3.15M -4,304 -21%
LMKC
707
L.M. Kohn & Company
Ohio
$11.6M +$67.4K +92 +0.6%
ACA
708
Aptus Capital Advisors
Alabama
$11.5M +$772K +1,054 +7%
WHG
709
Westwood Holdings Group
Texas
$11.5M +$25.6K +35 +0.2%
BBL
710
Beck Bode LLC
Massachusetts
$11.5M +$1.11M +1,519 +11%
NG
711
NWK Group
California
$11.4M +$245K +335 +2%
CFSG
712
Community Financial Services Group
Vermont
$11.4M +$11.4M +15,546 New
IA
713
IFP Advisors
Florida
$11.4M +$1.61M +2,198 +16%
VIM
714
Vinva Investment Management
Australia
$11.4M +$892K +1,217 +9%
NW
715
NewEdge Wealth
Pennsylvania
$11.3M +$1.01M +1,385 +10%
PI
716
PFG Investments
New York
$11.2M +$5.61M +7,659 +100%
LNWWM
717
Laird Norton Wetherby Wealth Management
California
$11.2M -$365K -498 -3%
AMCA
718
Arthur M. Cohen & Associates
Illinois
$11.2M +$248K +338 +2%
LA
719
Lakeside Advisors
Washington
$11.1M -$1.79M -2,449 -14%
FNBOMD
720
First National Bank of Mount Dora
Florida
$11.1M -$2.34M -3,193 -17%
AP
721
Appleton Partners
Massachusetts
$11.1M -$1.52M -2,069 -12%
KCM
722
Kanawha Capital Management
Virginia
$11.1M +$415K +567 +4%
AP
723
Advisors Preferred
Maryland
$11M +$8.93M +12,377 +422%
GVAG
724
Great Valley Advisor Group
Delaware
$11M +$530K +724 +5%
PIP
725
Peachtree Investment Partners
Florida
$11M -$691K -943 -6%