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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 %
VCWA
2276
Vanguard Capital Wealth Advisors
Colorado
$818K +$733 +1 +0.1%
HHAA
2277
Henry H. Armstrong Associates
Pennsylvania
$818K
DC
2278
Destiny Capital
Colorado
$818K
HBT
2279
Heartland Bank & Trust
Illinois
$815K -$5.13K -7 -0.6%
WCM
2280
Windsor Capital Management
Arizona
$814K -$25.6K -35 -3%
FFA
2281
Founders Financial Alliance
North Carolina
$813K +$7.33K +10 +0.9%
SDH
2282
Sloy Dahl & Holst
Washington
$810K +$20.5K +28 +3%
WC
2283
Waterloo Capital
Texas
$809K -$152K -207 -16%
AIFAIM
2284
American Institute for Advanced Investment Management
Arizona
$809K
HWM
2285
Hemington Wealth Management
Virginia
$808K -$60.9K -83 -7%
OWM
2286
OneAscent Wealth Management
Alabama
$808K +$209K +285 +35%
DA
2287
Dover Advisors
Virginia
$807K +$543K +741 +206%
LIWM
2288
Long Island Wealth Management
New York
$806K
LG
2289
Lane Generational
Massachusetts
$806K
VEA
2290
Virtus ETF Advisers
New York
$806K +$32.2K +44 +4%
WSC
2291
Wellington Shields & Co
New York
$806K +$220K +300 +38%
NCMW
2292
Northern Capital Management (Washington)
Washington
$805K +$77K +105 +11%
MWM
2293
Maripau Wealth Management
Indiana
$805K +$805K +1,098 New
EI
2294
Ellevest Inc
New York
$804K +$37.4K +51 +5%
LFP
2295
Leeward Financial Partners
Washington
$803K +$145K +198 +22%
MPAM
2296
Murphy Pohlad Asset Management
Minnesota
$803K
WIM
2297
Westside Investment Management
California
$802K +$262K +360 +49%
WA
2298
Wealthstream Advisors
New York
$801K -$201K -274 -20%
PIMG
2299
Patriot Investment Management Group
Tennessee
$801K -$78.4K -107 -9%
KA
2300
Klingman & Associates
New York
$800K -$5.86K -8 -0.7%