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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 %
CSWG
2076
Cardinal Strategic Wealth Guidance
Kentucky
$1.08M -$52K -71 -5%
BWM
2077
Bulltick Wealth Management
Florida
$1.08M +$46.9K +64 +5%
TCM
2078
Tradewinds Capital Management
Washington
$1.08M +$17.6K +24 +2%
C
2079
Certuity
Florida
$1.07M -$75.5K -103 -7%
UAG
2080
United Advisor Group
Ohio
$1.07M +$1.07M +1,464 New
MW
2081
MBL Wealth
North Carolina
$1.07M +$2.2K +3 +0.2%
DCM
2082
Davis Capital Management
Florida
$1.07M -$162K -225 -13%
WA
2083
Wealth Alliance
New York
$1.07M -$32.2K -44 -3%
GIP
2084
Greatmark Investment Partners
Georgia
$1.07M -$2.2K -3 -0.2%
CSS
2085
Cubist Systematic Strategies
Connecticut
$1.07M -$28.3M -38,644 -96%
SFG
2086
SNS Financial Group
Minnesota
$1.07M +$19.8K +27 +2%
PMFA
2087
Plante Moran Financial Advisors
Michigan
$1.06M -$2.93K -4 -0.3%
PEA
2088
Park Edge Advisors
Ohio
$1.06M +$130K +177 +14%
CA
2089
Centerpoint Advisors
Massachusetts
$1.06M -$11K -15 -1%
GHA
2090
GW Henssler & Associates
Georgia
$1.06M +$41.8K +57 +4%
CG
2091
Corundum Group
Colorado
$1.06M -$35.2K -48 -3%
HFS
2092
Heritage Financial Services
Massachusetts
$1.06M -$14.7K -20 -1%
BB
2093
Berkshire Bank
Massachusetts
$1.06M +$114K +156 +12%
WB
2094
West Bancorporation
Iowa
$1.06M -$13.9K -19 -1%
AIC
2095
Archer Investment Corporation
Indiana
$1.06M -$38.8K -53 -4%
MC
2096
Montag & Caldwell
Georgia
$1.06M
LF
2097
LifeSteps Financial
California
$1.06M
PWM
2098
Paulson Wealth Management
Illinois
$1.06M
RCM
2099
Radnor Capital Management
Pennsylvania
$1.06M
SGK
2100
Steigerwald Gordon & Koch
Virginia
$1.05M -$1.47K -2 -0.1%