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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 %
STAS
1926
Strong Tower Advisory Services
Minnesota
$1.35M +$98.8K +137 +8%
RRCM
1927
Rappaport Reiches Capital Management
Illinois
$1.34M +$747K +1,019 +125%
AIA
1928
Arbor Investment Advisors
North Carolina
$1.34M
KIG
1929
Kennedy Investment Group
New Jersey
$1.34M -$34.4K -47 -3%
LTAS
1930
Linden Thomas Advisory Services
North Carolina
$1.34M +$41.8K +57 +3%
RCA
1931
Roberts Capital Advisors
Colorado
$1.33M +$1.33M +1,821 New
PO
1932
Private Ocean
California
$1.33M -$114K -155 -8%
CAM
1933
Close Asset Management
United Kingdom
$1.33M -$48.3K -66 -4%
OC
1934
Opinicus Capital
Florida
$1.33M +$22.7K +31 +2%
VBCG
1935
Valley Brook Capital Group
Pennsylvania
$1.33M +$106K +145 +9%
RWPA
1936
Richard W. Paul & Associates
Michigan
$1.33M -$41K -56 -3%
MSAM
1937
Moloney Securities Asset Management
Missouri
$1.32M +$74K +101 +6%
CCG
1938
Catalina Capital Group
California
$1.32M +$744K +1,015 +129%
WGC
1939
Watts Gwilliam & Co
Arizona
$1.32M +$1.32M +1,698 New
ECG
1940
Edge Capital Group
Georgia
$1.32M -$7.33K -10 -0.6%
MCA
1941
MSH Capital Advisors
Arizona
$1.32M +$60.8K +83 +5%
KW
1942
KWB Wealth
California
$1.31M -$33K -45 -2%
CFP
1943
Cascade Financial Partners
California
$1.31M +$1.31M +1,793 New
FMWA
1944
Forvis Mazars Wealth Advisors
Missouri
$1.3M -$89.4K -122 -6%
UH
1945
Unigestion Holding
Switzerland
$1.3M -$265K -362 -17%
PCA
1946
Peddock Capital Advisors
Massachusetts
$1.3M -$48.4K -66 -4%
DAM
1947
Draper Asset Management
New York
$1.3M +$243K +339 +23%
PWM
1948
Prentice Wealth Management
New York
$1.3M +$36.6K +50 +3%
HGWM
1949
Horst & Graben Wealth Management
Oregon
$1.3M +$733 +1 +0.1%
GFG
1950
Goldstone Financial Group
Illinois
$1.3M +$80.6K +110 +7%