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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 %
RIM
2151
Redwood Investment Management
Arizona
$987K -$332K -453 -25%
HFRG
2152
Houlihan Financial Resource Group
Virginia
$986K
BSSFA
2153
Baron Silver Stevens Financial Advisors
Florida
$985K -$112K -153 -10%
MS
2154
Marshall & Sullivan
Washington
$981K +$732 +1 +0.1%
BWP
2155
BSW Wealth Partners
Colorado
$980K -$68.2K -93 -7%
LWANC
2156
Laurel Wealth Advisors (North Carolina)
North Carolina
$978K +$78.4K +107 +9%
CJ
2157
Caitlin John
Michigan
$977K +$16.1K +22 +2%
NFC
2158
Northeast Financial Consultants
Connecticut
$976K
FTA
2159
Financial & Tax Architects
Missouri
$975K +$157K +214 +19%
WA
2160
Wealth Architects
California
$974K -$53.5K -73 -5%
HSG
2161
Helen Stephens Group
Texas
$971K -$11K -15 -1%
RWP
2162
Ridgecrest Wealth Partners
California
$970K +$733 +1 +0.1%
PHAM
2163
Palisades Hudson Asset Management
Florida
$970K -$37.4K -51 -4%
SPA
2164
Sherbrooke Park Advisers
New York
$969K -$1.12M -1,522 -53%
PWA
2165
Prairie Wealth Advisors
Nebraska
$967K +$967K +1,321 New
PWA
2166
Phoenix Wealth Advisors
North Carolina
$966K +$65.2K +89 +7%
GAA
2167
Global Assets Advisory
Florida
$966K +$966K +696,604 New
MC
2168
Matisse Capital
Oregon
$966K -$4.4K -6 -0.5%
SL
2169
Sentinus LLC
Illinois
$965K +$965K +1,317 New
PIM
2170
Profit Investment Management
Maryland
$960K
MTIC
2171
Missouri Trust & Investment Company
Missouri
$960K +$733 +1 +0.1%
AA
2172
Argent Advisors
Louisiana
$959K -$601K -821 -39%
LSIA
2173
LaSalle St. Investment Advisors
Illinois
$958K
ARG
2174
Advisory Resource Group
Oklahoma
$955K +$8.79K +12 +0.9%
CWM
2175
Cahaba Wealth Management
Georgia
$955K +$148K +202 +18%