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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 %
CBA
2201
Coastal Bridge Advisors
Connecticut
$922K
GWA
2202
Gratus Wealth Advisors
Virginia
$915K +$395K +556 +76%
CFA
2203
Cahill Financial Advisors
Minnesota
$915K -$45.4K -62 -5%
MA
2204
Modus Advisors
Minnesota
$914K +$67.4K +92 +8%
AC
2205
Addison Capital
Pennsylvania
$914K
TIM
2206
Tevis Investment Management
Texas
$913K -$2.2K -3 -0.2%
Aristotle Capital Management
2207
Aristotle Capital Management
California
$912K
CAM
2208
CPA Asset Management
Florida
$911K
WH
2209
Wallace Hart
Kentucky
$909K +$909K +1,241 New
CS
2210
Capital Square
Tennessee
$909K -$88.7K -121 -9%
DWM
2211
Drive Wealth Management
Utah
$908K -$96K -131 -10%
BW
2212
BIP Wealth
Georgia
$905K +$241K +329 +36%
CWA
2213
Canvas Wealth Advisors
Kansas
$905K -$73K -102 -7%
PL
2214
Parthenon LLC
Kentucky
$900K -$44K -60 -5%
SCM
2215
Sage Capital Management
New Jersey
$899K +$35.2K +48 +4%
CCG
2216
Ceeto Capital Group
Florida
$899K
WAAG
2217
Wealth Alliance Advisory Group
Kansas
$899K +$58.6K +80 +7%
SG
2218
Sharper & Granite
California
$897K -$10.7K -15 -1%
GBWM
2219
Granite Bay Wealth Management
New Hampshire
$897K -$56M -76,353 -98%
NP
2220
Ninepoint Partners
Ontario, Canada
$897K
XWM
2221
Xcel Wealth Management
Florida
$897K +$28.6K +39 +3%
QWM
2222
Quadcap Wealth Management
Texas
$896K +$35.2K +48 +4%
IFS
2223
Intelligent Financial Strategies
Minnesota
$895K +$77.7K +106 +10%
AWM
2224
Arista Wealth Management
Nevada
$893K -$547K -746 -38%
TA
2225
Tactive Advisors
Florida
$892K +$388K +529 +77%