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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 %
WP
1651
WMS Partners
Maryland
$2.08M +$93.8K +128 +5%
WA
1652
WESPAC Advisors
California
$2.07M +$459K +627 +28%
CRC
1653
Curi RMB Capital
Illinois
$2.07M -$72.5K -99 -3%
NI
1654
NCP Inc
California
$2.07M +$2.07M +2,824 New
FUBT
1655
First United Bank & Trust
Maryland
$2.07M +$16.9K +23 +0.8%
BIM
1656
Bullseye Investment Management
Ohio
$2.06M -$651K -888 -24%
GTAM
1657
Global Trust Asset Management
Florida
$2.06M -$410K -560 -17%
FCM
1658
Fortis Capital Management
Washington
$2.06M -$16.1K -22 -0.8%
CM
1659
Castleark Management
Illinois
$2.05M
CIM
1660
Caldwell Investment Management
Ontario, Canada
$2.05M
CIM
1661
CIM Investment Management
Pennsylvania
$2.05M
FNC
1662
First National Corp
Massachusetts
$2.05M
WIC
1663
Wilkins Investment Counsel
Massachusetts
$2.04M +$2.04M +2,791 New
CHAM
1664
Clear Harbor Asset Management
Connecticut
$2.04M -$14.7K -20 -0.7%
AFS
1665
Aft Forsyth & Sober
Florida
$2.03M
RBFC
1666
Roman Butler Fullerton & Co
Missouri
$2.03M +$1.09M +1,529 +117%
FWM
1667
Forza Wealth Management
Florida
$2.03M
PA
1668
PFW Advisors
Georgia
$2.02M -$52K -71 -3%
SHFA
1669
SS&H Financial Advisors
Michigan
$2.02M
NC
1670
NovaPoint Capital
Georgia
$2.02M +$317K +432 +19%
PWMG
1671
Prestige Wealth Management Group
New Jersey
$2.02M -$50.6K -69 -2%
GL
1672
Graypoint LLC
New York
$2.02M +$138K +188 +7%
PFP
1673
Paragon Financial Partners
California
$2.01M
SHFA
1674
SC&H Financial Advisors
Maryland
$2.01M -$40.3K -55 -2%
NAMP
1675
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2M +$65.9K +90 +3%