COST icon

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 %
UAS
1826
United Asset Strategies
New York
$1.55M +$30K +41 +2%
SFO
1827
Stokes Family Office
Louisiana
$1.55M -$54.2K -74 -3%
ACM
1828
AlphaStar Capital Management
North Carolina
$1.55M +$246K +336 +19%
HVIA
1829
Hudson Valley Investment Advisors
New York
$1.55M -$174K -237 -10%
SOS
1830
Silver Oak Securities
Tennessee
$1.55M -$1.12M -1,533 -42%
RT
1831
Rockland Trust
Massachusetts
$1.55M -$107K -146 -6%
BB
1832
Bell Bank
North Dakota
$1.55M +$596K +814 +63%
WAOI
1833
Wealth Advisors of Iowa
Iowa
$1.54M -$6.59K -9 -0.4%
FFG
1834
Fortem Financial Group
California
$1.54M -$60.1K -82 -4%
WFA
1835
Wellspring Financial Advisors
Ohio
$1.54M +$223K +304 +17%
GWANC
1836
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.54M -$113K -154 -7%
SQA
1837
Simon Quick Advisors
New Jersey
$1.54M +$265K +362 +21%
OM
1838
OV Management
Minnesota
$1.54M +$1.54M +2,100 New
PFBT
1839
Parkside Financial Bank & Trust
Missouri
$1.54M +$102K +139 +7%
SSA
1840
South Street Advisors
New York
$1.54M
HIIFS
1841
Harel Insurance Investments & Financial Services
Israel
$1.53M +$522K +713 +52%
CBFP
1842
Cedar Brook Financial Partners
Ohio
$1.53M -$2.2K -3 -0.1%
GCM
1843
Greenland Capital Management
New York
$1.53M +$212K +290 +16%
UL
1844
Unionview LLC
Washington
$1.52M -$10.3K -14 -0.7%
FW
1845
FirstPurpose Wealth
Utah
$1.52M +$3.61K +5 +0.2%
WQ
1846
Wealth Quarterback
New Jersey
$1.52M -$46.9K -64 -3%
RA
1847
RiverPark Advisors
New York
$1.52M -$5.13K -7 -0.3%
OWP
1848
Obermeyer Wealth Partners
Colorado
$1.51M +$45.4K +62 +3%
ECM
1849
Exchange Capital Management
Michigan
$1.51M +$147K +200 +11%
LNB
1850
Ledyard National Bank
$1.51M -$72.5K -99 -5%