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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 %
FAM
2176
Formidable Asset Management
Ohio
$955K +$363K +495 +61%
CAL
2177
Capital Advisors Ltd
Ohio
$953K +$4.4K +6 +0.5%
PBO
2178
Peoples Bank (Ohio)
Ohio
$952K -$30K -41 -3%
GC
2179
Guidance Capital
Kentucky
$951K +$16.5K +23 +2%
BOPW
2180
Brandywine Oak Private Wealth
Pennsylvania
$949K -$8.79K -12 -0.9%
WEG
2181
World Equity Group
Illinois
$949K -$6.56M -8,957 -87%
ACM
2182
Arlington Capital Management
Illinois
$949K +$10.3K +14 +1%
SAF
2183
Smith Anglin Financial
Texas
$946K +$17.6K +24 +2%
GSIAS
2184
Garden State Investment Advisory Services
New Jersey
$946K +$111K +152 +13%
FF
2185
Fluent Financial
Texas
$946K -$119K -162 -11%
SAM
2186
Summit Asset Management
Tennessee
$946K +$732 +1 +0.1%
MIM
2187
Montgomery Investment Management
Maryland
$945K
PCTC
2188
Perkins Coie Trust Company
Washington
$945K -$7.33K -10 -0.8%
LG
2189
LaFleur & Godfrey
Michigan
$943K +$172K +235 +22%
WWC
2190
Waypoint Wealth Counsel
Georgia
$941K +$6.59K +9 +0.7%
HBW
2191
Hazlett, Burt & Watson
West Virginia
$940K +$39.6K +54 +4%
IWN
2192
Independent Wealth Network
Iowa
$939K +$111K +152 +13%
CC
2193
Constitution Capital
Connecticut
$938K -$125K -170 -12%
AIA
2194
Alera Investment Advisors
Illinois
$937K +$19.8K +27 +2%
TCB
2195
Texas Capital Bancshares
Texas
$934K -$214K -292 -19%
ACP
2196
Aveo Capital Partners
Colorado
$933K +$141K +190 +18%
SAM
2197
Seelaus Asset Management
New Jersey
$933K +$54.9K +75 +6%
SFG
2198
Synergy Financial Group
California
$931K
PWA
2199
Providence Wealth Advisors
Illinois
$930K +$270K +380 +41%
KIC
2200
Kensington Investment Counsel
California
$930K +$22K +30 +2%