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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 %
UWPG
1901
Ullmann Wealth Partners Group
Florida
$1.4M +$48.4K +66 +4%
BC
1902
Burney Company
Virginia
$1.4M -$937K -1,279 -40%
ISB
1903
Iowa State Bank
Iowa
$1.39M +$1.39M +1,899 New
WI
1904
WBI Investments
New Jersey
$1.39M +$1.39M +1,896 New
JSW
1905
Journey Strategic Wealth
New Jersey
$1.39M +$255K +348 +22%
MFA
1906
Mayflower Financial Advisors
Massachusetts
$1.38M +$30K +41 +2%
FWP
1907
Falcon Wealth Planning
California
$1.38M +$39.6K +54 +3%
CNBTD
1908
Citizens National Bank Trust Department
Mississippi
$1.38M -$22K -30 -2%
GF
1909
Gries Financial
Ohio
$1.37M +$520K +710 +61%
SWS
1910
SYSTM Wealth Solutions
Illinois
$1.37M +$15.4K +21 +1%
CFP
1911
Catalyst Financial Partners
Massachusetts
$1.37M +$78.7K +110 +6%
MA
1912
Mezzasalma Advisors
New Jersey
$1.37M +$681K +930 +99%
WFI
1913
West Family Investments
California
$1.37M
LWA
1914
Lineweaver Wealth Advisors
Ohio
$1.37M -$97.8K -133 -7%
RLWM
1915
RF&L Wealth Management
Massachusetts
$1.37M
S
1916
SimplyRich
California
$1.37M +$7.33K +10 +0.5%
GC
1917
Grimes & Company
Massachusetts
$1.36M -$16.8K -23 -1%
LF
1918
Lee Financial
Texas
$1.36M -$26.4K -36 -2%
CFIA
1919
Cantor Fitzgerald Investment Advisors
New York
$1.36M
CSI
1920
Cross Staff Investments
New York
$1.36M
RFG
1921
RFP Financial Group
Georgia
$1.35M -$194K -265 -13%
AWS
1922
Arkfeld Wealth Strategies
Nebraska
$1.35M -$71.5K -99 -5%
OW
1923
Olistico Wealth
Oklahoma
$1.35M -$68.9K -94 -5%
LFA
1924
Laraway Financial Advisors
Minnesota
$1.35M +$3.66K +5 +0.3%
LCM
1925
LCM Capital Management
Illinois
$1.35M -$1.47K -2 -0.1%