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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 %
PWA
1951
Physician Wealth Advisors
Utah
$1.3M +$31.5K +44 +2%
RCM
1952
Riverpark Capital Management
New York
$1.29M +$88.6K +121 +7%
9WM
1953
9258 Wealth Management
Ohio
$1.29M +$16.1K +22 +1%
OLVIG
1954
Oliver Lagore Vanvalin Investment Group
Michigan
$1.29M +$17.6K +24 +1%
SFG
1955
Sovereign Financial Group
Connecticut
$1.29M +$19.1K +26 +1%
DDPIC
1956
Deroy & Devereaux Private Investment Counsel
Michigan
$1.29M
PMA
1957
Prudent Man Advisors
Illinois
$1.29M -$75.5K -103 -6%
BWA
1958
Bordeaux Wealth Advisors
California
$1.28M -$301K -411 -19%
NF
1959
Nvest Financial
New Hampshire
$1.27M +$339K +462 +36%
SCG
1960
Sonata Capital Group
Washington
$1.27M +$71.8K +98 +6%
IC
1961
Inscription Capital
Texas
$1.27M +$110K +150 +9%
FCAS
1962
First Command Advisory Services
Texas
$1.27M +$32.2K +44 +3%
LCOV
1963
London Company of Virginia
Virginia
$1.27M
SJIM
1964
St. Johns Investment Management
Florida
$1.27M +$155K +212 +14%
GWA
1965
GGM Wealth Advisors
Maryland
$1.27M -$1.13M -1,579 -47%
WG
1966
Welch Group
Alabama
$1.27M +$1.47K +2 +0.1%
GWWM
1967
Great Waters Wealth Management
Minnesota
$1.27M +$145K +198 +13%
CNBT
1968
Canandaigua National Bank & Trust
New York
$1.26M -$1.09M -1,485 -46%
ESB
1969
Essex Savings Bank
Connecticut
$1.26M
WAM
1970
WealthTrust Asset Management
Florida
$1.26M -$10.3K -14 -0.8%
OFS
1971
OneAscent Financial Services
Alabama
$1.26M +$232K +316 +22%
LFA
1972
Legacy Financial Advisors
Kentucky
$1.26M +$35.9K +49 +3%
LCS
1973
Levin Capital Strategies
New York
$1.26M
MHC
1974
Meyer Handelman Company
New York
$1.25M +$962K +1,313 +328%
HCP
1975
Hexagon Capital Partners
Arkansas
$1.25M +$52.7K +72 +4%