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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 %
NBT
1676
Northwest Bank & Trust
Iowa
$2M -$41.9K -58 -2%
DFG
1677
Delta Financial Group
New Jersey
$2M +$35.2K +48 +2%
CA
1678
Crewe Advisors
Utah
$2M +$2M +2,732 New
MPPW
1679
Mitchell & Pahl Private Wealth
Oklahoma
$2M +$24.2K +33 +1%
HPC
1680
HM Payson & Co
Maine
$1.99M +$69.6K +95 +4%
AT
1681
Arlington Trust
Alabama
$1.99M -$21.2K -29 -1%
CAM
1682
Cidel Asset Management
Ontario, Canada
$1.98M -$210K -287 -10%
EFG
1683
Everhart Financial Group
Ohio
$1.98M +$184K +251 +10%
VWA
1684
Visionary Wealth Advisors
Illinois
$1.98M -$527K -719 -21%
SRA
1685
Secured Retirement Advisors
Minnesota
$1.97M +$30K +41 +2%
VCP
1686
Verus Capital Partners
Arizona
$1.97M +$35.2K +48 +2%
MIM
1687
Moseley Investment Management
Florida
$1.97M +$27.1K +37 +1%
CWM
1688
Cornerstone Wealth Management
Missouri
$1.96M +$2.93K +4 +0.1%
CHA
1689
Carmichael Hill & Associates
Maryland
$1.96M -$8.79K -12 -0.4%
GAM
1690
Grandview Asset Management
Pennsylvania
$1.96M +$25.6K +35 +1%
QPWM
1691
Quadrant Private Wealth Management
Pennsylvania
$1.95M -$898K -1,226 -31%
LB
1692
Legacy Bridge
Iowa
$1.95M -$11K -15 -0.6%
CIC
1693
Cutler Investment Counsel
Oregon
$1.95M -$11K -15 -0.6%
FC
1694
Forte Capital
New York
$1.95M +$57.9K +79 +3%
IAS
1695
Investment Advisory Services
Texas
$1.95M +$4.4K +6 +0.2%
EWG
1696
Executive Wealth Group
Washington
$1.94M +$1.3M +1,793 +201%
EWM
1697
EPG Wealth Management
Georgia
$1.94M +$85K +116 +5%
NAS
1698
Nicolet Advisory Services
Wisconsin
$1.94M +$84.8K +118 +5%
AFC
1699
AFT Forsyth & Company
Florida
$1.94M -$216K -295 -10%
TWM
1700
Tradition Wealth Management
Minnesota
$1.94M -$4.4K -6 -0.2%