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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 %
V
1776
VeraBank
Texas
$1.7M -$18.3K -25 -1%
JMFC
1777
J.M. Forbes & Co
Massachusetts
$1.7M
ODA
1778
One Degree Advisors
California
$1.7M
AWA
1779
Aaron Wealth Advisors
Illinois
$1.69M +$401K +547 +31%
FIC
1780
FCG Investment Company
Tennessee
$1.69M -$506K -690 -23%
OL
1781
Optas LLC
Texas
$1.69M -$60.1K -82 -3%
KIC
1782
Keating Investment Counselors
Florida
$1.69M -$141K -193 -8%
CSB
1783
City State Bank
Iowa
$1.69M +$25.6K +35 +2%
AWMT
1784
AAFMAA Wealth Management & Trust
North Carolina
$1.68M +$127K +174 +8%
AFP
1785
Ausdal Financial Partners
Iowa
$1.68M +$478K +653 +40%
WWS
1786
Wellington Wealth Strategies
Indiana
$1.68M -$972K -1,327 -37%
AFT
1787
Alpha Family Trust
California
$1.67M
SRL
1788
Scientech Research LLC
New Jersey
$1.67M +$1.67M +2,274 New
PWPS
1789
Pinnacle Wealth Planning Services
Ohio
$1.67M -$4.4K -6 -0.3%
TCM
1790
Traynor Capital Management
Pennsylvania
$1.66M +$130K +177 +8%
MP
1791
McDonald Partners
Ohio
$1.66M +$23.4K +32 +1%
CIA
1792
Cladis Investment Advisory
Montana
$1.65M
SC
1793
Searle & Co
Connecticut
$1.65M
VDI
1794
Vaughan David Investments
Illinois
$1.65M +$179K +244 +12%
BWM
1795
BNC Wealth Management
Oregon
$1.65M -$2.93K -4 -0.2%
FPGK
1796
Financial Partners Group (Kansas)
Kansas
$1.64M +$26.4K +36 +2%
SIA
1797
SeaBridge Investment Advisors
New Jersey
$1.64M
ZIG
1798
Zullo Investment Group
Pennsylvania
$1.64M +$13.2K +18 +0.8%
CA
1799
Commerzbank Aktiengesellschaft
Germany
$1.64M +$390K +532 +31%
AT
1800
Avalon Trust
New Mexico
$1.64M -$45.4K -62 -3%