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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 %
WCG
2026
Weaver Consulting Group
California
$1.17M -$134K -183 -10%
MCM
2027
Morton Capital Management
California
$1.17M +$22K +30 +2%
CRWM
2028
Castle Rock Wealth Management
California
$1.17M +$60.7K +84 +5%
TPW
2029
Transatlantique Private Wealth
New York
$1.16M +$29.3K +40 +3%
CPA
2030
Cardiff Park Advisors
California
$1.16M +$56.4K +77 +5%
SCA
2031
Sander Capital Advisors
Washington
$1.16M
LJAC
2032
L.J. Altfest & Co
New York
$1.16M +$39.6K +54 +4%
WA
2033
WP Advisors
California
$1.15M +$1.47K +2 +0.1%
TIM
2034
Tortoise Investment Management
New York
$1.15M -$130K -177 -10%
CFD
2035
Creative Financial Designs
Indiana
$1.15M +$69.6K +95 +6%
GSIS
2036
Global Strategic Investment Solutions
Arizona
$1.15M -$20.5K -28 -2%
LPAM
2037
Lodestar Private Asset Management
California
$1.15M +$72.5K +99 +7%
FCG
2038
Fielder Capital Group
Tennessee
$1.15M +$216K +295 +23%
CF
2039
Copperwynd Financial
Arizona
$1.15M +$171K +233 +17%
AC
2040
Allstate Corporation
Illinois
$1.15M
SFA
2041
Souders Financial Advisors
Ohio
$1.14M +$223K +305 +24%
IPWA
2042
International Private Wealth Advisors
California
$1.14M -$113K -154 -9%
DIP
2043
DT Investment Partners
Pennsylvania
$1.14M
SA
2044
Skyline Advisors
Washington
$1.14M +$1.47K +2 +0.1%
ABC
2045
Associated Banc-Corp
Wisconsin
$1.14M -$12.5K -17 -1%
LA
2046
LexAurum Advisors
Kansas
$1.14M -$347K -474 -23%
MC
2047
Maverick Capital
Texas
$1.14M +$1.14M +1,557 New
LWM
2048
Lodestone Wealth Management
Washington
$1.14M -$12.5K -17 -1%
SPW
2049
Surience Private Wealth
Washington
$1.14M -$3.23M -4,411 -74%
LWM
2050
Laidlaw Wealth Management
New York
$1.13M -$1.86M -2,538 -62%