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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 %
CC
1726
Commons Capital
Massachusetts
$1.86M +$39.6K +54 +2%
Financial Engines Advisors
1727
Financial Engines Advisors
California
$1.86M +$60.1K +82 +3%
CFG
1728
CKW Financial Group
Hawaii
$1.85M
USB
1729
Union Savings Bank
Connecticut
$1.84M -$124K -169 -6%
VCP
1730
Vista Capital Partners
Oregon
$1.83M -$283K -386 -13%
FSA
1731
Fort Sheridan Advisors
Illinois
$1.83M +$32.2K +44 +2%
LAM
1732
Lynch Asset Management
Pennsylvania
$1.83M
NGA
1733
Naples Global Advisors
Florida
$1.83M -$73.3K -100 -4%
PIA
1734
Perennial Investment Advisors
California
$1.83M +$33.7K +46 +2%
RI
1735
Redwood Investments
Massachusetts
$1.82M -$3.16M -4,856 -63%
BP
1736
BBR Partners
New York
$1.82M +$336K +458 +23%
CMS
1737
Capital Market Strategies
Florida
$1.82M +$172K +235 +10%
EIP
1738
Ellis Investment Partners
Pennsylvania
$1.82M +$9.52K +13 +0.5%
IFPG
1739
Intrepid Financial Planning Group
Indiana
$1.82M -$1.97M -2,686 -52%
FAT
1740
First American Trust
California
$1.81M +$599K +817 +49%
SAM
1741
Shikiar Asset Management
New York
$1.8M
SSI
1742
Scott & Selber Inc
Texas
$1.8M +$6.6K +9 +0.4%
TFCM
1743
Taylor Frigon Capital Management
Arizona
$1.8M +$10.3K +14 +0.6%
VCM
1744
Viewpoint Capital Management
Washington
$1.78M
AA
1745
Apriem Advisors
California
$1.78M -$35.9K -49 -2%
UCB
1746
United Community Bank
South Carolina
$1.78M -$28.6K -39 -2%
AWAG
1747
ARS Wealth Advisors Group
Florida
$1.78M +$107K +146 +6%
WG
1748
Wealth Group
North Carolina
$1.78M +$1.78M +2,423 New
NG
1749
Norden Group
Utah
$1.77M +$462K +631 +35%
CMI
1750
Clare Market Investments
Texas
$1.77M +$185K +253 +12%