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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 %
NCM
2126
Northwest Capital Management
Oregon
$1.02M +$4.4K +6 +0.4%
GG
2127
Gleason Group
Kentucky
$1.02M -$78.4K -107 -7%
ECA
2128
Elevated Capital Advisors
Utah
$1.02M +$28.6K +39 +3%
BFA
2129
Buttonwood Financial Advisors
Maryland
$1.02M -$153K -209 -13%
PFG
2130
PAX Financial Group
Texas
$1.02M -$74K -101 -7%
DOA
2131
D'Orazio & Associates
Virginia
$1.02M +$111K +152 +12%
AWM
2132
Aberdeen Wealth Management
Illinois
$1.01M
SWM
2133
Silverlake Wealth Management
Vermont
$1.01M -$106K -144 -9%
TWP
2134
Tempus Wealth Planning
California
$1.01M +$97.4K +133 +11%
SCA
2135
Scott Capital Advisors
Oregon
$1.01M +$47.4K +66 +5%
WPA
2136
West Paces Advisors
Georgia
$1.01M +$83.5K +114 +9%
CFS
2137
CRA Financial Services
New Jersey
$1.01M +$9.52K +13 +1%
OWA
2138
ORBA Wealth Advisors
Illinois
$1.01M
HT
2139
Heritage Trust
Oklahoma
$1.01M -$78.4K -107 -7%
MWM
2140
MorganRosel Wealth Management
Colorado
$1M +$250K +341 +33%
RFA
2141
Resurgent Financial Advisors
Georgia
$1M +$10.3K +14 +1%
SIAG
2142
Safeguard Investment Advisory Group
California
$1M -$33.7K -46 -3%
CFS
2143
Coordinated Financial Services
Colorado
$1M +$1M +1,369 New
CIS
2144
Custom Index Systems
New York
$1M +$418K +571 +72%
FF
2145
Friedenthal Financial
New Jersey
$998K +$791K +1,080 +382%
OC
2146
Oarsman Capital
Wisconsin
$993K +$6.59K +9 +0.7%
SRWM
2147
Shira Ridge Wealth Management
California
$993K -$8.06K -11 -0.8%
SP
2148
Stonebrook Private
Michigan
$988K +$177K +241 +22%
APA
2149
Astoria Portfolio Advisors
New York
$988K +$2.16K +3 +0.2%
SRC
2150
Sage Rhino Capital
California
$988K -$733 -1 -0.1%