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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 %
TIA
2001
Traphagen Investment Advisors
New Jersey
$1.21M +$123K +168 +11%
BRA
2002
Bender Robert & Associates
California
$1.2M -$41K -56 -3%
CIG
2003
Cascade Investment Group
Colorado
$1.2M -$29.3K -40 -2%
BCG
2004
BayBridge Capital Group
California
$1.2M +$1.2M +1,679 New
BOH
2005
Bank of Hawaii
Hawaii
$1.2M
GAM
2006
Gould Asset Management
California
$1.2M
HTHT
2007
Hemenway Trust Hemenway Trust
New Hampshire
$1.2M -$23.4K -32 -2%
TFF
2008
The Family Firm
Maryland
$1.2M +$733 +1 +0.1%
BCMLT
2009
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.2M +$41.8K +57 +4%
LIA
2010
LBMC Investment Advisors
Tennessee
$1.19M +$359K +490 +43%
VV
2011
Verity & Verity
South Carolina
$1.19M
CWM
2012
Centurion Wealth Management
Virginia
$1.19M +$7.33K +10 +0.6%
ACM
2013
Anfield Capital Management
California
$1.19M +$1.19M +1,623 New
SFG
2014
Seamount Financial Group
Colorado
$1.19M +$8.06K +11 +0.7%
PTB
2015
Pioneer Trust Bank
Oregon
$1.19M -$55.7K -76 -4%
ATC
2016
Adirondack Trust Company
New York
$1.19M -$11K -15 -0.9%
KA
2017
KLCM Advisors
Wisconsin
$1.19M +$237K +323 +25%
SAW
2018
Signal Advisors Wealth
Michigan
$1.18M +$668K +911 +129%
FPGT
2019
Financial Partners Group (Tennessee)
Tennessee
$1.18M +$1.18M +1,615 New
OC
2020
Oakworth Capital
Alabama
$1.18M
AWE
2021
Avidian Wealth Enterprises
Texas
$1.18M +$277K +378 +31%
FA
2022
Fermata Advisors
California
$1.18M -$679K -927 -37%
NFA
2023
Northern Financial Advisors
Michigan
$1.18M
WWM
2024
Whalen Wealth Management
Nevada
$1.17M
IGGA
2025
Iron Gate Global Advisors
Utah
$1.17M -$15.9K -22 -1%