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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 %
CPW
2251
Cove Private Wealth
New York
$865K
EFMC
2252
Empire Financial Management Company
New York
$865K +$865K +1,180 New
CCA
2253
Childress Capital Advisors
Texas
$863K +$24.2K +33 +3%
AFO
2254
Arrowroot Family Office
California
$862K -$6.59K -9 -0.8%
PFSC
2255
Peoples Financial Services Corp
Pennsylvania
$859K -$240K -328 -22%
PWM
2256
PBMares Wealth Management
Virginia
$857K +$51.3K +70 +6%
Members Trust
2257
Members Trust
Florida
$856K -$8.79K -12 -1%
PWG
2258
Portside Wealth Group
Utah
$847K +$10.3K +14 +1%
OPPS
2259
Obsidian Personal Planning Solutions
Maryland
$844K -$61.4K -85 -7%
KWM
2260
Kolinsky Wealth Management
New Jersey
$841K +$132K +180 +19%
USWIA
2261
UP Strategic Wealth Investment Advisors
Pennsylvania
$834K
BTWM
2262
Baker Tilly Wealth Management
Wisconsin
$833K -$861K -1,175 -51%
OL
2263
OneFund LLC
Florida
$830K -$13.7K -19 -2%
SMA
2264
Seven Mile Advisory
New Jersey
$830K +$2.2K +3 +0.3%
IBOK
2265
Independence Bank of Kentucky
Kentucky
$828K +$18.3K +25 +2%
HL
2266
HeadInvest LLC
Maine
$827K -$769K -1,049 -48%
WWP
2267
Walden Wealth Partners
Ohio
$826K
HWM
2268
Heirloom Wealth Management
Colorado
$826K -$2.2K -3 -0.3%
FFA
2269
Florida Financial Advisors
Florida
$824K +$72.5K +99 +10%
WPC
2270
Waters Parkerson & Co
Louisiana
$821K -$47.6K -65 -5%
WLG
2271
Williamson Legacy Group
Indiana
$821K -$4.4K -6 -0.5%
BIG
2272
Builder Investment Group
Georgia
$821K
RW
2273
REDW Wealth
New Mexico
$820K
FNBOH
2274
First National Bank of Hutchinson
Kansas
$819K -$505K -689 -38%
FCA
2275
FLC Capital Advisors
California
$819K