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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 %
ST
1801
Smithfield Trust
Pennsylvania
$1.63M +$12.4K +17 +0.8%
AG
1802
AlTi Global
New York
$1.63M +$486K +664 +43%
CPBTD
1803
Central Pacific Bank - Trust Division
Hawaii
$1.62M +$1.62M +2,252 New
ODG
1804
O'Dell Group
Ohio
$1.62M -$79.1K -108 -5%
MWM
1805
Mittelman Wealth Management
Massachusetts
$1.62M +$1.62M +2,211 New
MA
1806
MKT Advisors
California
$1.61M
FA
1807
Faithward Advisors
Pennsylvania
$1.61M +$355K +484 +28%
ECU
1808
Eisler Capital (US)
New York
$1.61M +$1.61M +2,200 New
ONST
1809
Old North State Trust
North Carolina
$1.61M +$1.61M +2,196 New
DAM
1810
Delta Asset Management
Tennessee
$1.61M -$71.8K -98 -4%
SP
1811
Symmetry Partners
Connecticut
$1.61M
MSWMA
1812
Market Street Wealth Management Advisors
Indiana
$1.61M
KMWM
1813
Keudell/Morrison Wealth Management
Oregon
$1.6M -$2.93K -4 -0.2%
FMTCOCP
1814
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.59M +$90.9K +124 +6%
MFG
1815
MidWestOne Financial Group
Iowa
$1.58M +$36.6K +50 +2%
TFA
1816
Toth Financial Advisory
Virginia
$1.58M -$8.79K -12 -0.6%
RSA
1817
River Street Advisors
Illinois
$1.58M +$89.4K +122 +6%
SPW
1818
Sonoma Private Wealth
California
$1.58M -$104K -142 -6%
WSCM
1819
Wellington Shields Capital Management
New York
$1.58M +$1.47K +2 +0.1%
EWM
1820
Evermay Wealth Management
Virginia
$1.57M +$24.9K +34 +2%
IIA
1821
Integral Investment Advisors
California
$1.57M +$496K +677 +46%
FC
1822
Fulcrum Capital
Washington
$1.57M +$147K +200 +10%
CA
1823
Cornerstone Advisory
Maryland
$1.57M +$131K +179 +9%
JFGIW
1824
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.56M -$117K -160 -7%
DF
1825
Donoghue Forlines
Massachusetts
$1.56M -$96K -131 -6%