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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 %
MWM
1751
Marion Wealth Management
Pennsylvania
$1.77M +$15.4K +21 +0.9%
BBNB
1752
Baker Boyer National Bank
Washington
$1.76M +$68.1K +93 +4%
GPI
1753
General Partner Inc
Pennsylvania
$1.76M +$246K +336 +16%
NCM
1754
Northside Capital Management
Oregon
$1.76M
WKWM
1755
Walter & Keenan Wealth Management
Indiana
$1.76M
SBWIC
1756
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.75M +$775K +1,058 +79%
LI
1757
Louisbourg Investments
New Brunswick, Canada
$1.75M
VLC
1758
Van Leeuwen & Company
New Jersey
$1.74M -$275K -376 -14%
SIA
1759
Soltis Investment Advisors
Utah
$1.73M -$122K -167 -7%
SPFA
1760
Summit Place Financial Advisors
New Jersey
$1.73M -$11K -15 -0.6%
FBB
1761
Fulton Breakefield Broenniman
Maryland
$1.73M -$345K -471 -17%
LIM
1762
Letson Investment Management
Georgia
$1.73M +$79.1K +108 +5%
OA
1763
Oxbow Advisors
Texas
$1.72M
LFG
1764
Larson Financial Group
Missouri
$1.72M +$167K +228 +11%
MCCA
1765
Mill Creek Capital Advisors
Pennsylvania
$1.72M +$20.5K +28 +1%
PA
1766
Paragon Advisors
Texas
$1.72M +$437K +596 +34%
QC
1767
Quent Capital
New York
$1.72M +$90.9K +124 +6%
SRSA
1768
S.R. Schill & Associates
Washington
$1.72M -$11K -15 -0.6%
VA
1769
Verdad Advisers
Massachusetts
$1.72M +$1.72M +2,342 New
CB
1770
CNB Bank
Pennsylvania
$1.72M +$60.1K +82 +4%
SC
1771
Solstein Capital
California
$1.71M -$2.93K -4 -0.2%
PSB
1772
Passumpsic Savings Bank
Vermont
$1.71M +$1.71M +2,330 New
AL
1773
Aspiriant LLC
California
$1.7M +$98.2K +134 +6%
MSS
1774
Mitchell Sinkler & Starr
Pennsylvania
$1.7M -$197K -269 -10%
FMLI
1775
Fukoku Mutual Life Insurance
Japan
$1.7M -$55.7K -76 -3%