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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 %
ADIM
2326
Alpha DNA Investment Management
Maryland
$775K +$775K +1,058 New
OWG
2327
Oxford Wealth Group
Florida
$774K +$774K +1,057 New
VC
2328
Vestor Capital
Illinois
$774K +$10.3K +14 +1%
AWA
2329
Amplius Wealth Advisors
Pennsylvania
$772K +$2.2K +3 +0.3%
CIP
2330
Capital Insight Partners
Arizona
$771K +$216K +295 +39%
GWM
2331
Greenwich Wealth Management
Connecticut
$769K -$231K -315 -23%
OCPWS
2332
One Charles Private Wealth Services
Massachusetts
$768K -$62.3K -85 -7%
SOAG
2333
Silver Oak Advisory Group
Oregon
$764K +$733 +1 +0.1%
ARC
2334
Advisor Resource Council
Texas
$763K -$3.02M -4,578 -80%
GFG
2335
GR Financial Group
Arizona
$762K +$26.4K +36 +4%
PSP
2336
Principal Street Partners
Tennessee
$762K
WI
2337
WrapManager Inc
California
$760K +$184K +251 +32%
VWM
2338
Valley Wealth Managers
New Jersey
$760K +$53.5K +73 +8%
MCA
2339
Magnolia Capital Advisors
Mississippi
$758K +$61.7K +87 +9%
IF
2340
Integrity Financial
Wyoming
$757K +$221K +302 +41%
DWMS
2341
Dominguez Wealth Management Solutions
Virginia
$755K +$733 +1 +0.1%
TC
2342
Truvestments Capital
Florida
$753K +$361K +493 +92%
WMA
2343
Wealth Management Associates
New Jersey
$752K -$26.4K -31 -3%
IW
2344
Imprint Wealth
South Carolina
$752K +$334K +463 +80%
BDFN
2345
Bond & Devick Financial Network
Minnesota
$751K -$6.59K -9 -0.9%
SHWM
2346
Smith & Howard Wealth Management
Georgia
$750K
BIM
2347
Barton Investment Management
Pennsylvania
$750K
MWP
2348
Madison Wealth Partners
Wisconsin
$748K +$13.9K +19 +2%
IA
2349
IFG Advisors
Missouri
$748K
HAIM
2350
Hunter Associates Investment Management
Pennsylvania
$747K +$2.93K +4 +0.4%