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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 %
SIA
2301
Strategic Investment Advisors
Michigan
$800K +$52.7K +72 +7%
S
2302
Sachetta
Massachusetts
$799K
FCA
2303
FinTrust Capital Advisors
South Carolina
$797K -$159K -217 -17%
WBCM
2304
Wilson & Boucher Capital Management
California
$795K +$158K +215 +25%
ASI
2305
Advisory Services & Investments
Oregon
$790K
CWM
2306
Castle Wealth Management
Florida
$789K -$65.2K -89 -8%
NA
2307
Nottingham Advisors
New York
$789K -$64.5K -88 -8%
FFC
2308
First Financial Corp
Indiana
$789K -$33.7K -46 -4%
PI
2309
Pachira Investments
California
$789K -$14.6K -20 -2%
NJBEST
2310
New Jersey Better Educational Savings Trust
New Jersey
$788K
PPP
2311
Private Portfolio Partners
New Jersey
$788K +$19K +26 +2%
CWA
2312
Capital Wealth Alliance
Arizona
$787K +$34.4K +47 +5%
LAM
2313
Lewis Asset Management
California
$787K +$19.1K +26 +2%
CTC
2314
Cetera Trust Company
Minnesota
$787K
APWA
2315
Atlas Private Wealth Advisors
New Jersey
$786K -$685K -934 -47%
FFO
2316
Fortitude Family Office
Arizona
$785K +$143K +195 +22%
BHPW
2317
Beverly Hills Private Wealth
California
$785K -$11K -15 -1%
CWG
2318
Crown Wealth Group
North Carolina
$785K +$103K +140 +15%
MYIA
2319
Mount Yale Investment Advisors
Colorado
$783K +$531K +724 +210%
MAM
2320
Magellan Asset Management
Australia
$781K +$46.9K +64 +6%
BSB
2321
Bangor Savings Bank
Maine
$780K -$115K -157 -13%
DMBA
2322
Deseret Mutual Benefit Administrators
Utah
$780K +$6.59K +9 +0.9%
EA
2323
Emerald Advisers
Pennsylvania
$780K -$76.9K -105 -9%
PA
2324
Parkside Advisors
California
$776K
MFG
2325
Magnus Financial Group
New York
$775K +$45.4K +62 +6%