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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 %
AC
726
Addenda Capital
Quebec, Canada
$11M -$2.12M -2,900 -16%
SG
727
Sienna Gestion
France
$11M +$11M +15,007 New
PA
728
PFG Advisors
Arizona
$11M -$28.6K -39 -0.3%
BCM
729
Brookstone Capital Management
Illinois
$10.9M -$1.83M -2,503 -14%
PWM
730
Purus Wealth Management
California
$10.9M +$437K +596 +4%
NFG
731
Nations Financial Group
Iowa
$10.9M +$94.5K +129 +0.9%
CQS
732
Credential Qtrade Securities
$10.9M +$5.92M +8,077 +119%
SI
733
Stephens Inc
Arkansas
$10.9M +$126K +172 +1%
RMAM
734
Raab & Moskowitz Asset Management
New Jersey
$10.9M +$107K +146 +1%
WP
735
WealthPLAN Partners
Nebraska
$10.8M +$622K +849 +6%
HFM
736
Hartford Financial Management
Connecticut
$10.8M +$46.2K +63 +0.4%
NEI
737
Northwest & Ethical Investments
Ontario, Canada
$10.8M +$412K +562 +4%
RSVP
738
Ramsay Stattman Vela & Price
Colorado
$10.8M -$25.6K -35 -0.2%
AWM
739
Axxcess Wealth Management
California
$10.8M -$689K -940 -6%
BIA
740
Biondo Investment Advisors
Pennsylvania
$10.7M +$1.7M +2,319 +19%
KRSITF
741
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.7M -$828K -1,130 -7%
MPWT
742
MassMutual Private Wealth & Trust
Connecticut
$10.7M -$73.3K -100 -0.7%
CPA
743
Capital Planning Advisors
California
$10.7M -$67.4K -92 -0.6%
VFA
744
Valeo Financial Advisors
Indiana
$10.7M +$524K +724 +5%
WWM
745
Western Wealth Management
Colorado
$10.6M -$2.17M -2,959 -17%
VCA
746
Verdence Capital Advisors
Maryland
$10.5M -$201K -274 -2%
TCA
747
Trifecta Capital Advisors
Illinois
$10.5M +$342K +467 +3%
TF
748
Tompkins Financial
New York
$10.5M +$166K +226 +2%
JWBC
749
J.W. Burns & Co
New York
$10.4M -$112K -153 -1%
PWS
750
Peterson Wealth Services
Utah
$10.4M -$684K -934 -6%