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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 %
CC
1876
Callan Capital
California
$1.46M +$490K +669 +50%
QPBE
1877
Quintet Private Bank (Europe)
Luxembourg
$1.46M +$1.46M +1,751 New
CCA
1878
Conestoga Capital Advisors
Pennsylvania
$1.45M -$117K -160 -7%
GFP
1879
Guardian Financial Partners
California
$1.45M +$207K +282 +17%
MA
1880
MJP Associates
Connecticut
$1.45M +$722K +985 +99%
WPWM
1881
Western Pacific Wealth Management
Illinois
$1.45M +$47.6K +65 +3%
IWA
1882
Invera Wealth Advisors
Oregon
$1.45M -$39.1K -55 -3%
MLIM
1883
Mountain Lake Investment Management
Florida
$1.44M -$40.3K -55 -3%
RZH
1884
Relyea Zuckerberg Hanson
Connecticut
$1.44M +$71.1K +97 +5%
RFA
1885
Rollins Financial Advisors
New York
$1.44M +$497K +679 +53%
PIM
1886
Pullen Investment Management
Florida
$1.44M +$1.44M +1,964 New
WBC
1887
West Branch Capital
Massachusetts
$1.43M +$199K +272 +16%
AFG
1888
Allegheny Financial Group
Pennsylvania
$1.43M -$175K -239 -11%
CB
1889
Centennial Bank
Arkansas
$1.43M -$183K -250 -11%
BCM
1890
Birmingham Capital Management
Alabama
$1.43M
OCM
1891
Orion Capital Management
California
$1.43M
FHC
1892
First Heartland Consultants
Missouri
$1.42M +$41.8K +57 +3%
AWA
1893
Aletheian Wealth Advisors
Washington
$1.42M +$378K +516 +36%
CFO
1894
CVA Family Office
Colorado
$1.41M +$2.2K +3 +0.2%
SIC
1895
Sterling Investment Counsel
New York
$1.41M +$90.8K +124 +7%
CAG
1896
Curtis Advisory Group
California
$1.41M -$14.7K -20 -1%
BWM
1897
BKM Wealth Management
Wisconsin
$1.41M -$22K -30 -2%
CP
1898
Canopy Partners
Ohio
$1.41M +$154K +210 +12%
VT
1899
Vise Technologies
New York
$1.41M +$133K +181 +10%
GAG
1900
Goodman Advisory Group
Massachusetts
$1.4M -$11K -15 -0.8%