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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 %
LIM
1851
Leavell Investment Management
Alabama
$1.5M +$87.2K +119 +6%
IWA
1852
Icon Wealth Advisors
Texas
$1.5M +$319K +435 +27%
FC
1853
Fusion Capital
South Carolina
$1.5M -$19.1K -26 -1%
KHCM
1854
Kirtland Hills Capital Management
Ohio
$1.5M +$1.5M +1,957 New
BA
1855
Ballast Advisors
Minnesota
$1.5M +$32.2K +44 +2%
PP
1856
PDS Planning
Ohio
$1.49M +$31.5K +43 +2%
EFL
1857
ERn Financial LLC
Wisconsin
$1.49M +$26.4K +36 +2%
ZIMP
1858
Zimmermann Investment Management & Planning
Pennsylvania
$1.49M +$203K +277 +16%
APG
1859
Abacus Planning Group
South Carolina
$1.49M -$44K -60 -3%
SMA
1860
Sage Mountain Advisors
Georgia
$1.49M +$199K +271 +15%
CA
1861
Claro Advisors
Massachusetts
$1.49M +$65.2K +89 +5%
VA
1862
Valmark Advisers
Ohio
$1.48M +$308K +420 +26%
MHIC
1863
Marble Harbor Investment Counsel
Massachusetts
$1.48M -$47.6K -65 -3%
IP
1864
Investment Partners
Ohio
$1.48M +$20.5K +28 +1%
DCM
1865
Dudley Capital Management
Virginia
$1.48M +$133K +184 +10%
RWI
1866
Red Wave Investments
Pennsylvania
$1.48M -$3.66K -5 -0.2%
DG
1867
DMC Group
Alabama
$1.48M +$103K +141 +8%
AIMA
1868
Ables Iannone Moore & Associates
Georgia
$1.48M -$6.59K -9 -0.4%
SAMC
1869
Spectrum Asset Management (California)
California
$1.47M -$12.5K -17 -0.8%
PWS
1870
Precision Wealth Strategies
Missouri
$1.47M +$1.47M +2,011 New
AWP
1871
Abacus Wealth Partners
California
$1.47M +$12.5K +17 +0.9%
SCA
1872
St. Clair Advisors
Ohio
$1.47M
BBA
1873
Baader Bank Aktiengesellschaft
Germany
$1.47M +$157K +214 +12%
PWAM
1874
Pinnacle West Asset Management
Wyoming
$1.47M
WCAMG
1875
Woodard & Company Asset Management Group
North Carolina
$1.46M +$1.46M +1,999 New