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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 %
LCGC
2051
Legacy Capital Group California
California
$1.13M -$27.8K -38 -2%
PCA
2052
Prosperity Capital Advisors
Ohio
$1.13M +$587K +801 +108%
LA
2053
LVW Advisors
New York
$1.13M +$257K +351 +29%
CWA
2054
Consilium Wealth Advisory
Texas
$1.13M -$44.7K -61 -4%
HPM
2055
Hoxton Planning & Management
West Virginia
$1.12M +$10.3K +14 +0.9%
RIA
2056
Richwood Investment Advisors
Ohio
$1.12M -$7.33K -10 -0.6%
SP
2057
Stablepoint Partners
Massachusetts
$1.12M +$112K +153 +11%
CAP
2058
Columbia Advisory Partners
Washington
$1.12M +$7.33K +10 +0.7%
WCM
2059
Winthrop Capital Management
Indiana
$1.12M +$9.53K +13 +0.9%
1W
2060
1776 Wealth
Georgia
$1.12M -$11K -15 -1%
RDFA
2061
Ritter Daniher Financial Advisory
Ohio
$1.12M -$107K -146 -9%
OWA
2062
Octavia Wealth Advisors
Ohio
$1.12M -$284K -388 -20%
EL
2063
EWA LLC
Pennsylvania
$1.12M +$105K +134 +10%
SAM
2064
Sompo Asset Management
Japan
$1.11M
SCI
2065
Stableford Capital II
Arizona
$1.11M -$57.9K -79 -5%
NJIM
2066
Nabity-Jensen Investment Management
Nebraska
$1.1M
SIAG
2067
Signet Investment Advisory Group
Rhode Island
$1.1M -$24.2K -33 -2%
PCS
2068
Personal CFO Solutions
New Jersey
$1.09M +$12.5K +17 +1%
PIA
2069
Pinion Investment Advisors
Kansas
$1.09M +$13.2K +18 +1%
HFS
2070
HBC Financial Services
Washington
$1.09M
ISL
2071
Ingalls & Snyder LLC
New York
$1.09M -$733 -1 -0.1%
WHC
2072
Wulff, Hansen & Co
California
$1.09M +$604K +825 +125%
WWP
2073
Waypoint Wealth Partners
California
$1.08M +$467K +637 +76%
CIS
2074
Continental Investors Services
Washington
$1.08M +$29.6K +41 +3%
DA
2075
Drake & Associates
Wisconsin
$1.08M -$11.7K -16 -1%