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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 %
EM
2101
Excalibur Management
Massachusetts
$1.05M
EAM
2102
Empirical Asset Management
Massachusetts
$1.05M +$1.05M +6,981 New
SL
2103
Sentry LLC
Tennessee
$1.05M
RFS
2104
Richardson Financial Services
Massachusetts
$1.04M +$90.1K +123 +9%
KP
2105
Keel Point
Alabama
$1.04M +$104K +142 +11%
JE
2106
JMAC Enterprises
Pennsylvania
$1.04M +$28.6K +39 +3%
JSL
2107
JT Stratford LLC
Georgia
$1.04M +$193K +264 +23%
KHLMTHM
2108
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.04M -$2.21M -3,013 -68%
MM
2109
MQS Management
New York
$1.04M +$1.04M +1,417 New
WFC
2110
Western Financial Corp
California
$1.04M -$68.1K -93 -6%
AWCI
2111
Alpine Woods Capital Investors
New York
$1.04M -$1.24M -1,715 -54%
JCFM
2112
JBR Co Financial Management
Oklahoma
$1.04M
VC
2113
Veracity Capital
Georgia
$1.03M +$171K +234 +20%
ZB
2114
Zions Bancorporation
Utah
$1.03M -$74.7K -102 -7%
TWM
2115
Trueblood Wealth Management
Ohio
$1.03M +$237K +323 +30%
BA
2116
Bridge Advisory
California
$1.03M +$8.06K +11 +0.8%
MFWP
2117
Mosaic Family Wealth Partners
Missouri
$1.03M +$14.7K +20 +1%
DWM
2118
Dogwood Wealth Management
Kansas
$1.03M +$52K +71 +5%
BWM
2119
Biltmore Wealth Management
Arizona
$1.03M
EGA
2120
Eagle Global Advisors
Texas
$1.03M +$267K +364 +35%
AW
2121
Alaethes Wealth
Nevada
$1.03M -$24.9K -34 -2%
HTI
2122
Hikari Tsushin Inc
Japan
$1.03M
TDC
2123
Thompson Davis & Co
Virginia
$1.02M +$13.2K +18 +1%
HA
2124
Hofer & Associates
California
$1.02M +$49.1K +67 +5%
MC
2125
Martin & Co
Tennessee
$1.02M -$900K -1,228 -47%