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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 %
MSG
2226
Main Street Group
Virginia
$890K
GCP
2227
Gill Capital Partners
Colorado
$890K
SFP
2228
Sterling Financial Planning
New Jersey
$889K +$220K +300 +33%
EFA
2229
Evernest Financial Advisors
Indiana
$889K -$180K -253 -17%
PRWA
2230
Platte River Wealth Advisors
Colorado
$888K
MPM
2231
MBB Public Markets
Illinois
$888K +$888K +1,212 New
SIP
2232
Stoneridge Investment Partners
Pennsylvania
$887K +$887K +1,211 New
TFA
2233
Teamwork Financial Advisors
Texas
$886K +$112K +153 +14%
CPA
2234
Court Place Advisors
Maryland
$884K
LFGH
2235
Lee Financial Group Hawaii
Hawaii
$884K +$1.47K +2 +0.2%
MIS
2236
Morningstar Investment Services
Illinois
$880K -$726K -991 -45%
Kayne Anderson Rudnick Investment Management
2237
Kayne Anderson Rudnick Investment Management
California
$880K -$117K -160 -12%
AA
2238
Alta Advisers
United Kingdom
$879K +$73.3K +100 +9%
NIC
2239
Northwest Investment Counselors
Oregon
$877K +$20.5K +28 +2%
SSW
2240
Smith Shellnut Wilson
Mississippi
$875K +$2.93K +4 +0.3%
SFC
2241
Strategic Financial Concepts
Texas
$875K +$461K +630 +112%
EWP
2242
Elevation Wealth Partners
California
$875K -$276K -377 -24%
EA
2243
Eclectic Associates
California
$874K +$163K +222 +23%
GJWM
2244
Gilliland Jeter Wealth Management
Arkansas
$873K -$22K -30 -2%
MIM
2245
Merrion Investment Management
New Jersey
$872K +$139K +190 +19%
SWM
2246
Sugarloaf Wealth Management
Georgia
$870K -$175K -239 -17%
CIP
2247
Convergence Investment Partners
Florida
$869K -$42.5K -58 -5%
NIM
2248
Nexus Investment Management
Ontario, Canada
$867K -$73.3K -100 -8%
VAF
2249
Values Added Financial
District of Columbia
$867K
CVM
2250
Cheviot Value Management
California
$866K +$33K +45 +4%