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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 %
MWM
2351
Mascoma Wealth Management
New Hampshire
$744K -$23.4K -32 -3%
WKSWA
2352
White Knight Strategic Wealth Advisors
New Jersey
$743K -$158K -215 -17%
TFA
2353
Trinity Financial Advisors
Ohio
$743K
CST
2354
Charles Schwab Trust
Nevada
$742K -$182K -248 -20%
BFM
2355
Boothbay Fund Management
New York
$741K -$502K -685 -40%
LWM
2356
LongView Wealth Management
Georgia
$740K -$5.13K -7 -0.7%
ZF
2357
Zhang Financial
Michigan
$740K +$27.1K +37 +4%
MCM
2358
Magnolia Capital Management
New York
$738K
IIC
2359
Integrated Investment Consultants
Michigan
$736K
MUAMU
2360
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$733K -$733K -1,000 -50%
IAG
2361
Investmark Advisory Group
Connecticut
$731K +$202K +275 +38%
EW
2362
Enzi Wealth
Texas
$731K +$5.03K +7 +0.7%
BCG
2363
Breakwater Capital Group
New Jersey
$730K +$489K +668 +203%
MMM
2364
Mendel Money Management
Illinois
$730K +$3.66K +5 +0.5%
RWP
2365
Revolve Wealth Partners
New Jersey
$730K +$87.9K +120 +14%
CG
2366
Cynosure Group
Utah
$729K +$729K +995 New
BFC
2367
Bedel Financial Consulting
Indiana
$729K +$9.52K +13 +1%
AWM
2368
Affinity Wealth Management
Delaware
$727K -$68.9K -94 -9%
IDBONY
2369
Israel Discount Bank of New York
New York
$726K -$366K -499 -33%
LFM
2370
LGT Fund Management
Liechtenstein
$725K -$740K -1,010 -51%
AFG
2371
Altiora Financial Group
Ohio
$725K
SL
2372
Salomon & Ludwin
Virginia
$725K +$57.1K +78 +9%
CWC
2373
Carolinas Wealth Consulting
North Carolina
$724K -$5.83M -7,960 -89%
NRI
2374
NFP Retirement Inc
California
$724K +$212K +290 +42%
SIC
2375
SJS Investment Consulting
Ohio
$723K +$31.5K +43 +5%